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 $8.85 Million. This represents 2.89% of its overall portfolio holdings.

Number of Shares

187,466

Previous 156,748 19.6%

Holding current value

$8.85 Million

Previous $7.48 Million 17.44%

% of portfolio

2.89%

Previous 2.53%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	BUY	$46.75 - $47.8 $1.44 Million - $1.47 Million	30,718 Added 19.6%	187,466 $8.79 Million
Q3 2024 Oct 16, 2024	BUY	$47.0 - $47.84 $1.76 Million - $1.8 Million	37,533 Added 31.48%	156,748 $7.48 Million
Q2 2024 Jul 19, 2024	BUY	$46.64 - $47.15 $1.28 Million - $1.3 Million	27,512 Added 30.0%	119,215 $5.6 Million
Q1 2024 Apr 17, 2024	BUY	$46.78 - $47.19 $741,416 - $747,914	15,849 Added 20.89%	91,703 $4.31 Million
Q4 2023 Jan 31, 2024	SELL	$46.16 - $47.09 $90,473 - $92,296	-1,960 Reduced 2.52%	75,854 $3.57 Million
Q3 2023 Oct 24, 2023	BUY	$46.24 - $46.65 $160,314 - $161,735	3,467 Added 4.66%	77,814 $3.61 Million
Q2 2023 Jul 18, 2023	BUY	$46.28 - $46.83 $239,036 - $241,876	5,165 Added 7.47%	74,347 $3.45 Million
Q1 2023 Apr 17, 2023	BUY	$46.1 - $46.75 $171,722 - $174,143	3,725 Added 5.69%	69,182 $3.23 Million
Q4 2022 Feb 03, 2023	BUY	$45.19 - $46.47 $715,086 - $735,341	15,824 Added 31.88%	65,457 $3.02 Million
Q3 2022 Nov 04, 2022	SELL	$45.55 - $47.51 $117,382 - $122,433	-2,577 Reduced 4.94%	49,633 $2.28 Million
Q2 2022 Jul 18, 2022	BUY	$46.22 - $47.82 $715,485 - $740,253	15,480 Added 42.15%	52,210 $2.45 Million
Q1 2022 Apr 29, 2022	BUY	$47.69 - $49.94 $876,303 - $917,647	18,375 Added 100.11%	36,730 $1.76 Million
Q4 2021 Jan 31, 2022	BUY	$49.93 - $50.13 $916,465 - $920,136	18,355 New	18,355 $918,000

Others Institutions Holding DFSD

# of Institutions

328

Shares Held

65.8M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR SHORT DURAT

Ticker DFSD
Sector ETFs
Industry ETFs

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Gradient Capital Advisors, LLC Dimensional ETF Tr Short Durat Transaction History