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 122,752 shares of DFAX stock, worth $3.24 Million. This represents 1.0% of its overall portfolio holdings.
Number of Shares
122,752
Previous 114,905
6.83%
Holding current value
$3.24 Million
Previous $3.1 Million
1.68%
% of portfolio
1.0%
Previous 1.05%
Shares
14 transactions
Others Institutions Holding DFAX
# of Institutions
575Shares Held
242MCall Options Held
2KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$297 Million3.18% of portfolio
-
Envestnet Asset Management Inc8.34MShares$220 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.58MShares$200 Million0.08% of portfolio
-
Geometric Wealth Advisors7.56MShares$200 Million35.57% of portfolio
-
Commonwealth Equity Services, LLC6.03MShares$159 Million0.22% of portfolio