Gradient Capital Advisors, LLC DFGP Holdings History
Gradient Capital Advisors, LLC's Dimensional Global Core Plus Fixed Income ETF Holding Summary
As of 2025-06-30, Gradient Capital Advisors, LLC held 12,824.00 shares of Dimensional Global Core Plus Fixed Income ETF(DFGP), totaling $698,780.00. This investment constitutes 0.21% of their stock portfolio, and Gradient Capital Advisors, LLC now holds 0.04% of the outstanding Dimensional Global Core Plus Fixed Income ETF(DFGP) stock.
The initial trade took place in 2024Q4. And since then Gradient Capital Advisors, LLC has made 2 purchases of DFGP, at an average price of $53.74, for a total of 12,824.00 shares. Based on historical transaction data and DFGP's current price of $54.40, Gradient Capital Advisors, LLC's estimated gain on his DFGP holdings is $8,457.02, reflecting a 1.23% gain to date.
Gradient Capital Advisors, LLC DFGP ($54.40) Holding Chart
Gradient Capital Advisors, LLC DFGP ($54.40) 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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