Gradient Capital Advisors, LLC Dimensional ETF Tr Us Marketwi Transaction History

Gradient Capital Advisors, LLC

$270 Million
Q1 2024

A detailed history of Gradient Capital Advisors, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Gradient Capital Advisors, LLC holds 130,352 shares of DFUV stock, worth $5.08 Million. This represents 1.97% of its overall portfolio holdings.

Number of Shares

130,352

Previous 129,973 0.29%

Holding current value

$5.08 Million

Previous $4.84 Million 10.21%

% of portfolio

1.97%

Previous 1.86%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 17, 2024	BUY	$36.22 - $40.9 $13,727 - $15,501	379 Added 0.29%	130,352 $5.33 Million
Q4 2023 Jan 31, 2024	SELL	$31.85 - $37.39 $156,224 - $183,397	-4,905 Reduced 3.64%	129,973 $4.84 Million
Q3 2023 Oct 24, 2023	BUY	$33.83 - $36.19 $16,441 - $17,588	486 Added 0.36%	134,878 $4.59 Million
Q2 2023 Jul 18, 2023	BUY	$32.32 - $34.5 $2,424 - $2,587	75 Added 0.06%	134,392 $4.64 Million
Q1 2023 Apr 17, 2023	BUY	$31.9 - $35.83 $194,813 - $218,813	6,107 Added 4.76%	134,317 $4.5 Million

Q4 2022 Feb 03, 2023	BUY	$33.0 - $35.36 $513,414 - $550,130	15,558 Added 13.81%	128,210 $4.29 Million
Q3 2022 Nov 04, 2022	BUY	$30.15 - $34.78 $1.08 Million - $1.25 Million	35,831 Added 46.64%	112,652 $3.34 Million
Q2 2022 Jul 18, 2022	BUY	$30.92 - $35.31 $2.38 Million - $2.71 Million	76,821 New	76,821 $2.43 Million

Others Institutions Holding DFUV

# of Institutions

593

Shares Held

242M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR US MARKETWI

Ticker DFUV
Sector ETFs
Industry ETFs

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Gradient Capital Advisors, LLC Dimensional ETF Tr Us Marketwi Transaction History