Gradient Capital Advisors, LLC DFSV Holdings History
Gradient Capital Advisors, LLC's Dimensional US Small Cap Value ETF Holding Summary
As of 2025-03-31, Gradient Capital Advisors, LLC held 139,133.00 shares of Dimensional US Small Cap Value ETF(DFSV), totaling $3.92 Mil. This investment constitutes 1.28% of their stock portfolio, and Gradient Capital Advisors, LLC now holds 0.09% of the outstanding Dimensional US Small Cap Value ETF(DFSV) stock.
The initial trade took place in 2022Q4. And since then Gradient Capital Advisors, LLC has made 9 purchases of DFSV, at an average price of $28.12, for a total of 143,608.00 shares. In addition, there have been 1 sales at an average price of $25.95 for 4,475.00 shares. Based on historical transaction data and DFSV's current price of $30.35, Gradient Capital Advisors, LLC's estimated gain on his DFSV holdings is $301,762.31, reflecting a 7.47% gain to date.
Gradient Capital Advisors, LLC DFSV ($30.35) Holding Chart
Gradient Capital Advisors, LLC DFSV ($30.35) 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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