Gradient Investments LLC Dimensional ETF Tr Transaction History

Gradient Investments LLC

$4.41 Billion
Q2 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

713

Shares Held

230M

Call Options Held

1.8K

Put Options Held

200

Envestnet Asset Management Inc

20M
Shares

$870 Million
0.26% of portfolio
Mercer Global Advisors Inc Denver, CO

19.1M
Shares

$830 Million
1.75% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

11.2M
Shares

$485 Million
4.47% of portfolio
Savant Capital, LLC

8.49M
Shares

$369 Million
2.53% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

7.29M
Shares

$317 Million
0.15% of portfolio

About DIMENSIONAL ETF TR

Ticker DFIV
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