Gradient Capital Advisors, LLC Dimensional ETF Tr Transaction History

Gradient Capital Advisors, LLC

  • $304 Million
  • Q4 2024

A detailed history of Gradient Capital Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Gradient Capital Advisors, LLC holds 15,883 shares of DFAI stock, worth $498,885. This represents 0.15% of its overall portfolio holdings.

Number of Shares
15,883
Previous 16,092 1.3%
Holding current value
$498,885
Previous $511,000 9.39%
% of portfolio
0.15%
Previous 0.17%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 29, 2025
SELL
$29.0 - $31.6 $6,061 - $6,604
-209 Reduced 1.3%
15,883 $463,000
Q4 2022

Feb 03, 2023
SELL
$21.47 - $25.85 $236,985 - $285,332
-11,038 Reduced 40.69%
16,092 $402,000
Q3 2022

Nov 04, 2022
SELL
$21.44 - $25.78 $112,860 - $135,705
-5,264 Reduced 16.25%
27,130 $585,000
Q2 2022

Jul 18, 2022
BUY
$23.87 - $28.49 $120,949 - $144,358
5,067 Added 18.54%
32,394 $782,000
Q1 2022

Apr 29, 2022
BUY
$25.94 - $30.08 $708,862 - $821,996
27,327 New
27,327 $769,000

Others Institutions Holding DFAI

# of Institutions
602
Shares Held
229M
Call Options Held
3.7K
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAI Quotes by TradingView
  • Ticker DFAI
  • Sector ETFs
  • Industry ETFs
More about DFAI
Track This Portfolio

Track Gradient Capital Advisors, LLC Portfolio

Follow Gradient Capital Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Gradient Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gradient Capital Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email