Gradient Capital Advisors, LLC Dimensional ETF Tr U S Equity Transaction History

Gradient Capital Advisors, LLC

$278 Million
Q2 2024

A detailed history of Gradient Capital Advisors, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Gradient Capital Advisors, LLC holds 5,527 shares of DFUS stock, worth $340,242. This represents 0.12% of its overall portfolio holdings.

Number of Shares

5,527

Previous 7,145 22.65%

Holding current value

$340,242

Previous $407,000 20.15%

% of portfolio

0.12%

Previous 0.15%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 19, 2024	SELL	$53.83 - $59.14 $87,096 - $95,688	-1,618 Reduced 22.65%	5,527 $325,000
Q1 2024 Apr 17, 2024	BUY	$50.79 - $56.98 $13,256 - $14,871	261 Added 3.79%	7,145 $407,000
Q4 2023 Jan 31, 2024	SELL	$44.51 - $52.0 $42,729 - $49,920	-960 Reduced 12.24%	6,884 $356,000
Q3 2023 Oct 24, 2023	SELL	$46.29 - $49.87 $120,816 - $130,160	-2,610 Reduced 24.97%	7,844 $365,000
Q2 2023 Jul 18, 2023	BUY	$43.77 - $48.16 $29,500 - $32,459	674 Added 6.89%	10,454 $503,000
Q1 2023 Apr 17, 2023	SELL	$41.24 - $45.43 $70,891 - $78,094	-1,719 Reduced 14.95%	9,780 $434,000
Q4 2022 Feb 03, 2023	BUY	$38.86 - $44.32 $89,494 - $102,068	2,303 Added 25.04%	11,499 $478,000
Q3 2022 Nov 04, 2022	BUY	$38.82 - $46.57 $356,988 - $428,257	9,196 New	9,196 $357,000

Others Institutions Holding DFUS

# of Institutions

624

Shares Held

122M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S EQUITY

Ticker DFUS
Sector ETFs
Industry ETFs

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Gradient Capital Advisors, LLC Dimensional ETF Tr U S Equity Transaction History