Gradient Capital Advisors, LLC Dimensional ETF Tr Dimensional Transaction History

Gradient Capital Advisors, LLC

$270 Million
Q1 2024

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 62,399 shares of DFSV stock, worth $1.79 Million. This represents 0.69% of its overall portfolio holdings.

Number of Shares

62,399

Previous 54,996 13.46%

Holding current value

$1.79 Million

Previous $1.6 Million 17.3%

% of portfolio

0.69%

Previous 0.61%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 17, 2024	BUY	$27.45 - $30.1 $203,212 - $222,830	7,403 Added 13.46%	62,399 $1.88 Million
Q4 2023 Jan 31, 2024	SELL	$23.61 - $29.53 $105,654 - $132,146	-4,475 Reduced 7.52%	54,996 $1.6 Million
Q3 2023 Oct 24, 2023	BUY	$24.97 - $27.69 $344,760 - $382,315	13,807 Added 30.24%	59,471 $1.51 Million
Q2 2023 Jul 18, 2023	BUY	$23.17 - $25.7 $403,899 - $448,002	17,432 Added 61.75%	45,664 $1.17 Million
Q1 2023 Apr 17, 2023	BUY	$23.74 - $28.31 $62,151 - $74,115	2,618 Added 10.22%	28,232 $703,000

Q4 2022 Feb 03, 2023	BUY	$24.29 - $26.46 $622,164 - $677,746	25,614 New	25,614 $634,000

Others Institutions Holding DFSV

# of Institutions

298

Shares Held

72.6M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFSV
Sector ETFs
Industry ETFs

More about DFSV

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Gradient Capital Advisors, LLC Dimensional ETF Tr Dimensional Transaction History