Ownership history in Gradient Capital Advisors, LLC · 16 quarters on record
This page tracks every 13F SEC filing in which Gradient Capital Advisors, LLC reported a position in DIMENSIONAL US REAL ESTATE ETF (DFAR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 206,004 | +2,996 | +1.5% | 1.22% | $4.7M | $22.90 |
| 2025 Q3 | ADDED | 203,008 | +5,303 | +2.7% | 1.30% | $4.8M | $23.46 |
| 2025 Q2 | ADDED | 197,705 | +6,938 | +3.6% | 1.37% | $4.6M | $22.94 |
| 2025 Q1 | ADDED | 190,767 | +6,602 | +3.6% | 1.48% | $4.5M | $23.11 |
| 2024 Q4 | ADDED | 184,165 | +5,393 | +3.0% | 1.38% | $4.3M | $22.60 |
| 2024 Q3 | ADDED | 178,772 | +7,669 | +4.5% | 1.52% | $4.6M | $24.54 |
| 2024 Q2 | ADDED | 171,103 | +5,637 | +3.4% | 1.35% | $3.8M | $21.04 |
| 2024 Q1 | ADDED | 165,466 | +6,286 | +3.9% | 1.36% | $3.7M | $21.15 |
| 2023 Q4 | ADDED | 159,180 | +777 | +0.5% | 1.38% | $3.6M | $21.48 |
| 2023 Q3 | ADDED | 158,403 | +10,971 | +7.4% | 1.29% | $3.1M | $18.21 |
As of 2025 Q4 — sorted by position size