Gradient Capital Advisors, LLC Dimensional ETF Tr Dimensional Transaction History

Gradient Capital Advisors, LLC

  • $329 Million
  • Q2 2025

A detailed history of Gradient Capital Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Gradient Capital Advisors, LLC holds 93,242 shares of DISV stock, worth $3.18 Million. This represents 0.93% of its overall portfolio holdings.

Number of Shares
93,242
Previous 94,908 1.76%
Holding current value
$3.18 Million
Previous $2.76 Million 11.04%
% of portfolio
0.93%
Previous 0.92%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 16, 2025
SELL
$25.93 - $32.91 $43,199 - $54,828
-1,666 Reduced 1.76%
93,242 $3.07 Million
Q1 2025

May 02, 2025
BUY
$26.09 - $30.21 $128,623 - $148,935
4,930 Added 5.48%
94,908 $2.76 Million
Q4 2024

Jan 29, 2025
BUY
$26.18 - $28.77 $172,002 - $189,018
6,570 Added 7.88%
89,978 $2.39 Million
Q3 2024

Oct 16, 2024
BUY
$26.06 - $29.18 $226,383 - $253,486
8,687 Added 11.63%
83,408 $2.42 Million
Q2 2024

Jul 19, 2024
BUY
$26.23 - $28.56 $45,010 - $49,008
1,716 Added 2.35%
74,721 $2.01 Million
Q1 2024

Apr 17, 2024
BUY
$24.73 - $27.24 $45,206 - $49,794
1,828 Added 2.57%
73,005 $1.99 Million
Q4 2023

Jan 31, 2024
SELL
$22.43 - $25.87 $9,286 - $10,710
-414 Reduced 0.58%
71,177 $1.84 Million
Q3 2023

Oct 24, 2023
BUY
$23.27 - $25.13 $78,326 - $84,587
3,366 Added 4.93%
71,591 $1.7 Million
Q2 2023

Jul 18, 2023
BUY
$23.01 - $24.6 $117,005 - $125,091
5,085 Added 8.05%
68,225 $1.61 Million
Q1 2023

Apr 17, 2023
BUY
$22.4 - $24.75 $69,081 - $76,329
3,084 Added 5.14%
63,140 $1.5 Million
Q4 2022

Feb 03, 2023
BUY
$18.45 - $22.54 $166,068 - $202,882
9,001 Added 17.63%
60,056 $1.33 Million
Q3 2022

Nov 04, 2022
BUY
$18.36 - $22.57 $937,369 - $1.15 Million
51,055 New
51,055 $948,000

Others Institutions Holding DISV

# of Institutions
356
Shares Held
77M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DISV Quotes by TradingView
  • Ticker DISV
  • Sector ETFs
  • Industry ETFs
More about DISV
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