Ownership history in Gradient Capital Advisors, LLC · 5 quarters on record
This page tracks every 13F SEC filing in which Gradient Capital Advisors, LLC reported a position in DIMENSIONAL GLOBAL CORE PLUS FIXED INCOME ETF (DFGP). 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 | 164,336 | +79,779 | +94.3% | 2.29% | $8.9M | $54.07 |
| 2025 Q3 | ADDED | 84,557 | +71,733 | +559.4% | 1.26% | $4.7M | $53.80 |
| 2025 Q2 | ADDED | 12,824 | +7,682 | +149.4% | 0.21% | $699K | $52.76 |
| 2025 Q1 | UNCHANGED | 5,142 | — | 0% | 0.09% | $275K | $51.69 |
| 2024 Q4 | INITIATED | 5,142 | — | — | 0.09% | $272K | $51.06 |
As of 2025 Q4 — sorted by position size