Gradient Capital Advisors, LLC Dimensional ETF Tr U S Equity Transaction History
Gradient Capital Advisors, LLC
- $304 Million
- Q4 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 5,244 shares of DFUS stock, worth $315,374. This represents 0.11% of its overall portfolio holdings.
Number of Shares
5,244
Previous 5,346
1.91%
Holding current value
$315,374
Previous $332,000
0.6%
% of portfolio
0.11%
Previous 0.11%
Shares
10 transactions
Others Institutions Holding DFUS
# of Institutions
734Shares Held
163MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ26.4MShares$1.59 Billion2.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$479 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.8MShares$349 Million20.61% of portfolio
-
Plancorp, LLC4.79MShares$288 Million12.62% of portfolio
-
Envestnet Asset Management Inc4.04MShares$243 Million0.09% of portfolio