Gradient Capital Advisors, LLC Dimensional ETF Tr Dimensional Transaction History

Gradient Capital Advisors, LLC

$304 Million
Q4 2024

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 184,165 shares of DFAR stock, worth $4.37 Million. This represents 1.41% of its overall portfolio holdings.

Number of Shares

184,165

Previous 178,772 3.02%

Holding current value

$4.37 Million

Previous $4.58 Million 6.5%

% of portfolio

1.41%

Previous 1.55%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	BUY	$22.72 - $25.76 $122,528 - $138,923	5,393 Added 3.02%	184,165 $4.29 Million
Q3 2024 Oct 16, 2024	BUY	$21.91 - $26.03 $168,027 - $199,624	7,669 Added 4.48%	178,772 $4.58 Million
Q2 2024 Jul 19, 2024	BUY	$20.41 - $22.23 $115,051 - $125,310	5,637 Added 3.41%	171,103 $3.78 Million
Q1 2024 Apr 17, 2024	BUY	$21.28 - $22.96 $133,766 - $144,326	6,286 Added 3.95%	165,466 $3.7 Million
Q4 2023 Jan 31, 2024	BUY	$18.45 - $23.08 $14,335 - $17,933	777 Added 0.49%	159,180 $3.62 Million
Q3 2023 Oct 24, 2023	BUY	$19.26 - $22.35 $211,301 - $245,201	10,971 Added 7.44%	158,403 $3.09 Million
Q2 2023 Jul 18, 2023	BUY	$20.22 - $21.63 $150,376 - $160,862	7,437 Added 5.31%	147,432 $3.17 Million
Q1 2023 Apr 17, 2023	BUY	$19.83 - $23.92 $97,424 - $117,518	4,913 Added 3.64%	139,995 $3.01 Million
Q4 2022 Feb 03, 2023	BUY	$19.45 - $22.52 $300,249 - $347,641	15,437 Added 12.9%	135,082 $2.86 Million
Q3 2022 Nov 04, 2022	BUY	$20.34 - $25.89 $830,705 - $1.06 Million	40,841 Added 51.83%	119,645 $2.46 Million
Q2 2022 Jul 18, 2022	BUY	$21.92 - $28.24 $1.22 Million - $1.58 Million	55,883 Added 243.81%	78,804 $1.82 Million
Q1 2022 Apr 29, 2022	BUY	$25.09 - $27.58 $575,087 - $632,161	22,921 New	22,921 $621,000

Others Institutions Holding DFAR

# of Institutions

242

Shares Held

40.5M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFAR
Sector ETFs
Industry ETFs

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Gradient Capital Advisors, LLC Dimensional ETF Tr Dimensional Transaction History