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 $345,993. This represents 0.11% of its overall portfolio holdings.

Number of Shares
5,346
Previous 5,527 3.27%
Holding current value
$345,993
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
643
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
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