Gradient Capital Advisors, LLC DFLV Holdings History
Gradient Capital Advisors, LLC's Dimensional US Large Cap Value ETF Holding Summary
As of 2025-03-31, Gradient Capital Advisors, LLC held 94,786.00 shares of Dimensional US Large Cap Value ETF(DFLV), totaling $2.90 Mil. This investment constitutes 0.95% of their stock portfolio, and Gradient Capital Advisors, LLC now holds 0.09% of the outstanding Dimensional US Large Cap Value ETF(DFLV) stock.
The initial trade took place in 2023Q2. And since then Gradient Capital Advisors, LLC has made 8 purchases of DFLV, at an average price of $28.24, for a total of 94,786.00 shares. Based on historical transaction data and DFLV's current price of $31.70, Gradient Capital Advisors, LLC's estimated gain on his DFLV holdings is $328,329.75, reflecting a 12.27% gain to date.
Gradient Capital Advisors, LLC DFLV ($31.70) Holding Chart
Gradient Capital Advisors, LLC DFLV ($31.70) 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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