Gradient Investments LLC Dimensional ETF Tr Transaction History

Gradient Investments LLC

$4.68 Billion
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 18, 2024	BUY	$35.5 - $38.02 $74,550 - $79,842	2,100 New	2,100 $75,000
Q4 2023 Jan 18, 2024	BUY	$30.86 - $34.46 $2,715 - $3,032	88 New	88 $3,000

Others Institutions Holding DFIV

# of Institutions

787

Shares Held

254M

Call Options Held

0

Put Options Held

0

Northwestern Mutual Wealth Management CO

26.9M
Shares

$1.29 Billion
0.84% of portfolio
Mercer Global Advisors Inc Denver, CO

19.9M
Shares

$953 Million
1.77% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

13.8M
Shares

$662 Million
0.39% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

11.2M
Shares

$534 Million
4.47% of portfolio
Savant Capital, LLC

8.68M
Shares

$415 Million
2.24% of portfolio

About DIMENSIONAL ETF TR

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