Ownership history in Gradient Capital Advisors, LLC Β· 18 quarters on record
This page tracks every 13F SEC filing in which Gradient Capital Advisors, LLC reported a position in DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF (DFAX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Gradient Capital Advisors, LLC underperformed the S&P 500 by β4.1% annually on this DFAX position. Timing score: 65% (11/17 decisions correct). Average cost basis: $22.79. Maximum drawdown during holding period: β25.9%.
β οΈ Trailed SPY by 4.1% ann. on this position.
11 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
11 of 17 add/trim decisions correct
Best entry: $17.14 (2022 Q3) Β· Worst: $32.73 (2025 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
17 adds Β· 1 trim. Bought during 4 of 5 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 1.2% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.