Ownership history in Gradient Capital Advisors, LLC · 17 quarters on record
This page tracks every 13F SEC filing in which Gradient Capital Advisors, LLC reported a position in DIMENSIONAL SHORT-DURATION FIXED INCOME ETF (DFSD). 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 | 224,458 | +2,006 | +0.9% | 2.77% | $10.8M | $47.95 |
| 2025 Q3 | ADDED | 222,452 | +18,281 | +9.0% | 2.87% | $10.7M | $47.42 |
| 2025 Q2 | REDUCED | 204,171 | -3,426 | -1.7% | 2.90% | $9.8M | $46.72 |
| 2025 Q1 | ADDED | 207,597 | +20,131 | +10.7% | 3.22% | $9.9M | $45.83 |
| 2024 Q4 | ADDED | 187,466 | +30,718 | +19.6% | 2.83% | $8.8M | $44.98 |
| 2024 Q3 | ADDED | 156,748 | +37,533 | +31.5% | 2.48% | $7.5M | $44.94 |
| 2024 Q2 | ADDED | 119,215 | +27,512 | +30.0% | 2.00% | $5.6M | $43.77 |
| 2024 Q1 | ADDED | 91,703 | +15,849 | +20.9% | 1.58% | $4.3M | $43.31 |
| 2023 Q4 | REDUCED | 75,854 | -1,960 | -2.5% | 1.36% | $3.6M | $43.01 |
| 2023 Q3 | ADDED | 77,814 | +3,467 | +4.7% | 1.51% | $3.6M | $41.69 |
As of 2025 Q4 — sorted by position size