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Dimensional Etf Trust shares owned by Gradient Capital Advisors

Quarter-by-quarter ownership of Dimensional Etf Trust (DFLV) shares owned by Gradient Capital Advisors from 13F filings

Historical chart of Gradient Capital Advisors investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Gradient Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by Gradient Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.0M 66k 30.81
2024-06-30 $1.3M 45k 28.91
2024-03-31 $1.2M 42k 29.99
2023-12-31 $975k 36k 27.05
2023-09-30 $431k 17k 24.81
2023-06-30 $295k 12k 25.40

More positions owned by Gradient Capital Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Apple Stock (AAPL)
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Schwab International Equity Etf Etf (SCHF)
Schwab U.s. Mid-cap Etf Etf (SCHM)
Dimensional U.s. Targeted Value Etf Etf (DFAT)
Dimensional Short-duration Fixed Income Etf Etf (DFSD)
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP)
Jpmorgan Ultra-short Income Etf Etf (JPST)
Schwab U.s. Large-cap Etf Etf (SCHX)
Microsoft Corp Stock (MSFT)
Tesla Stock (TSLA)
Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM)
Dimensional Us Marketwide Value Etf Etf (DFUV)

View all positions for Gradient Capital Advisors

Top funds holding Dimensional Etf Trust

CI Private Wealth
Savant Capital Management
EP Wealth Advisors
Pathstone Holdings
Foster Group
Mosaic Family Wealth Partners
Truepoint
DiNuzzo Private Wealth
Cable Hill Partners
Summit Financial Strategies
WPWealth
Resources Investment Advisors
HighTower Advisors
Goss Wealth Management
EnRich Financial Partners

View all funds holding Dimensional Etf Trust