Gradient Capital Advisors, LLC DFAT Holdings History
Gradient Capital Advisors, LLC's Dimensional U.S. Targeted Value ETF Holding Summary
As of 2025-03-31, Gradient Capital Advisors, LLC held 139,304.00 shares of Dimensional U.S. Targeted Value ETF(DFAT), totaling $7.17 Mil. This investment constitutes 2.34% of their stock portfolio, and Gradient Capital Advisors, LLC now holds 0.07% of the outstanding Dimensional U.S. Targeted Value ETF(DFAT) stock.
The initial trade took place in 2021Q2. And since then Gradient Capital Advisors, LLC has made 8 purchases of DFAT, at an average price of $44.59, for a total of 152,626.00 shares. In addition, there have been 8 sales at an average price of $49.24 for 13,322.00 shares. Based on historical transaction data and DFAT's current price of $56.13, Gradient Capital Advisors, LLC's estimated gain on his DFAT holdings is $1.67 Mil, reflecting a 24.52% gain to date.
Gradient Capital Advisors, LLC DFAT ($56.13) Holding Chart
Gradient Capital Advisors, LLC DFAT ($56.13) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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