Gradient Capital Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Gradient Capital Advisors, LLC
- $299 Million
- Q1 2025
A detailed history of Gradient Capital Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Gradient Capital Advisors, LLC holds 22,962 shares of DFIC stock, worth $702,866. This represents 0.21% of its overall portfolio holdings.
Number of Shares
22,962
Previous 22,962
-0.0%
Holding current value
$702,866
Previous $593,000
7.42%
% of portfolio
0.21%
Previous 0.2%
Shares
2 transactions
Others Institutions Holding DFIC
# of Institutions
471Shares Held
279MCall Options Held
6.6KPut Options Held
3.9K-
Mercer Global Advisors Inc Denver, CO30.9MShares$946 Million2.0% of portfolio
-
Envestnet Asset Management Inc27.5MShares$843 Million0.26% of portfolio
-
Forum Financial Management, LP Lombard, IL16.2MShares$497 Million8.53% of portfolio
-
Evensky & Katz LLC6.32MShares$193 Million11.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.17MShares$158 Million0.2% of portfolio