Gradient Capital Advisors, LLC Dimensional ETF Tr Dimensional Transaction History

Gradient Capital Advisors, LLC

$304 Million
Q4 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 114,691 shares of DFSV stock, worth $3.65 Million. This represents 1.16% of its overall portfolio holdings.

Number of Shares

114,691

Previous 93,285 22.95%

Holding current value

$3.65 Million

Previous $2.87 Million 22.87%

% of portfolio

1.16%

Previous 0.97%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	BUY	$30.18 - $33.87 $646,033 - $725,021	21,406 Added 22.95%	114,691 $3.53 Million
Q3 2024 Oct 16, 2024	BUY	$28.25 - $31.7 $630,879 - $707,924	22,332 Added 31.47%	93,285 $2.87 Million
Q2 2024 Jul 19, 2024	BUY	$27.81 - $30.13 $237,886 - $257,732	8,554 Added 13.71%	70,953 $2.04 Million
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	$22.47 - $26.46 $575,546 - $677,746	25,614 New	25,614 $634,000

Others Institutions Holding DFSV

# of Institutions

356

Shares Held

99.2M

Call Options Held

10.1K

Put Options Held

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFSV
Sector ETFs
Industry ETFs

More about DFSV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Gradient Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gradient Capital Advisors, LLC with notifications on news.

Account

Gradient Capital Advisors, LLC Dimensional ETF Tr Dimensional Transaction History