Gradient Capital Advisors, LLC DIMENSIONAL US LARGE CAP VALUE ETF Transaction History

Gradient Capital Advisors, LLC

  • $329 Million
  • Q2 2025
Number of Shares
100,792
Previous 94,786 6.34%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jul 16, 2025
BUY
N/A
6,006 Added 6.34%
100,792 $0
Q1 2025

May 02, 2025
BUY
N/A
15,625 Added 19.74%
94,786 $0
Q4 2024

Jan 29, 2025
BUY
N/A
13,542 Added 20.64%
79,161 $0
Q3 2024

Oct 16, 2024
BUY
N/A
20,979 Added 47.0%
65,619 $0
Q2 2024

Jul 19, 2024
BUY
N/A
3,116 Added 7.5%
44,640 $0
Q1 2024

Apr 17, 2024
BUY
N/A
5,495 Added 15.25%
41,524 $0
Q4 2023

Jan 31, 2024
BUY
N/A
18,662 Added 107.46%
36,029 $0
Q3 2023

Oct 24, 2023
BUY
N/A
5,766 Added 49.7%
17,367 $0
Q2 2023

Jul 18, 2023
BUY
N/A
11,601 New
11,601 $0
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