Gradient Capital Advisors, LLC DFSD Holdings History
Gradient Capital Advisors, LLC's Dimensional Short-Duration Fixed Income ETF Holding Summary
As of 2025-03-31, Gradient Capital Advisors, LLC held 207,597.00 shares of Dimensional Short-Duration Fixed Income ETF(DFSD), totaling $9.87 Mil. This investment constitutes 3.22% of their stock portfolio, and Gradient Capital Advisors, LLC now holds 0.22% of the outstanding Dimensional Short-Duration Fixed Income ETF(DFSD) stock.
The initial trade took place in 2021Q4. And since then Gradient Capital Advisors, LLC has made 12 purchases of DFSD, at an average price of $47.46, for a total of 212,134.00 shares. In addition, there have been 2 sales at an average price of $46.71 for 4,537.00 shares. Based on historical transaction data and DFSD's current price of $47.90, Gradient Capital Advisors, LLC's estimated gain on his DFSD holdings is $88,852.08, reflecting a 0.88% gain to date.
Gradient Capital Advisors, LLC DFSD ($47.90) Holding Chart
Gradient Capital Advisors, LLC DFSD ($47.90) 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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