Gradient Capital Advisors, LLC Dimensional ETF Tr Short Durat Transaction History
Gradient Capital Advisors, LLC
- $304 Million
- Q4 2024
A detailed history of Gradient Capital Advisors, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Gradient Capital Advisors, LLC holds 187,466 shares of DFSD stock, worth $8.9 Million. This represents 2.89% of its overall portfolio holdings.
Number of Shares
187,466
Previous 156,748
19.6%
Holding current value
$8.9 Million
Previous $7.48 Million
17.44%
% of portfolio
2.89%
Previous 2.53%
Shares
13 transactions
Others Institutions Holding DFSD
# of Institutions
332Shares Held
66MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH4.17MShares$198 Million1.31% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.98MShares$141 Million2.55% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.71MShares$129 Million1.54% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.59MShares$123 Million11.2% of portfolio
-
Savant Capital, LLC2.31MShares$110 Million0.88% of portfolio