Ownership history in Gradient Capital Advisors, LLC · 13 quarters on record
This page tracks every 13F SEC filing in which Gradient Capital Advisors, LLC reported a position in DIMENSIONAL US SMALL CAP VALUE ETF (DFSV). 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 | 197,631 | +17,255 | +9.6% | 1.68% | $6.5M | $32.89 |
| 2025 Q3 | ADDED | 180,376 | +7,944 | +4.6% | 1.54% | $5.7M | $31.71 |
| 2025 Q2 | ADDED | 172,432 | +33,299 | +23.9% | 1.50% | $5.1M | $29.18 |
| 2025 Q1 | ADDED | 139,133 | +24,442 | +21.3% | 1.28% | $3.9M | $27.78 |
| 2024 Q4 | ADDED | 114,691 | +21,406 | +22.9% | 1.14% | $3.5M | $30.29 |
| 2024 Q3 | ADDED | 93,285 | +22,332 | +31.5% | 0.95% | $2.9M | $30.18 |
| 2024 Q2 | ADDED | 70,953 | +8,554 | +13.7% | 0.73% | $2.0M | $28.11 |
| 2024 Q1 | ADDED | 62,399 | +7,403 | +13.5% | 0.69% | $1.9M | $29.28 |
| 2023 Q4 | REDUCED | 54,996 | -4,475 | -7.5% | 0.61% | $1.6M | $28.27 |
| 2023 Q3 | ADDED | 59,471 | +13,807 | +30.2% | 0.63% | $1.5M | $24.50 |
As of 2025 Q4 — sorted by position size