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

Gradient Capital Advisors, LLC

  • $296 Million
  • Q3 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 5,346 shares of DFUS stock, worth $349,521. This represents 0.11% of its overall portfolio holdings.

Number of Shares
5,346
Previous 5,527 3.27%
Holding current value
$349,521
Previous $325,000 2.15%
% of portfolio
0.11%
Previous 0.12%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024
SELL
$56.04 - $62.2 $10,143 - $11,258
-181 Reduced 3.27%
5,346 $332,000
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
645
Shares Held
133M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S EQUITY

DFUS Quotes by TradingView
  • Ticker DFUS
  • Sector ETFs
  • Industry ETFs
More about DFUS
Track This Portfolio

Track Gradient Capital Advisors, LLC Portfolio

Follow Gradient Capital Advisors, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email