Ownership history in Gradient Capital Advisors, LLC · 15 quarters on record
This page tracks every 13F SEC filing in which Gradient Capital Advisors, LLC reported a position in DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF (DFEM). 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 | 230,304 | +2,844 | +1.3% | 1.96% | $7.6M | $33.08 |
| 2025 Q3 | REDUCED | 227,460 | -3,002 | -1.3% | 1.96% | $7.3M | $31.87 |
| 2025 Q2 | REDUCED | 230,462 | -45 | -0.0% | 2.02% | $6.8M | $29.26 |
| 2025 Q1 | ADDED | 230,507 | +16,060 | +7.5% | 1.99% | $6.1M | $25.86 |
| 2024 Q4 | ADDED | 214,447 | +13,372 | +6.7% | 1.81% | $5.6M | $25.54 |
| 2024 Q3 | ADDED | 201,075 | +14,475 | +7.8% | 1.87% | $5.7M | $27.27 |
| 2024 Q2 | ADDED | 186,600 | +7,008 | +3.9% | 1.78% | $5.0M | $25.65 |
| 2024 Q1 | ADDED | 179,592 | +8,932 | +5.2% | 1.68% | $4.6M | $24.29 |
| 2023 Q4 | ADDED | 170,660 | +13,959 | +8.9% | 1.62% | $4.3M | $23.75 |
| 2023 Q3 | ADDED | 156,701 | +10,082 | +6.9% | 1.53% | $3.7M | $22.07 |
As of 2025 Q4 — sorted by position size