SEC 13F Intelligence

Gradient Capital Advisors, LLC / DFAR

Gradient Capital Advisors, LLC’s Dimensional Etf Trust Position

Does Gradient Capital Advisors, LLC own Dimensional Etf Trust (DFAR)? Yes — 219.2K shares worth $6M (+1.33% of its 13F portfolio) as of Q2 2026, up from 214.2K shares the prior filed quarter.

Position Value
$6M
Q2 2026
Shares
219.2K
% of Portfolio
+1.33%
Quarters Held
18
currently held

Position History DFAR

Reported value by quarter
Q1 ’22: $621,000Q1 ’22Q2 ’22: $2MQ3 ’22: $2MQ4 ’22: $3MQ4 ’22Q1 ’23: $3MQ2 ’23: $3MQ3 ’23: $3MQ3 ’23Q4 ’23: $4MQ1 ’24: $4MQ2 ’24: $4MQ2 ’24Q3 ’24: $5MQ4 ’24: $4MQ1 ’25: $5MQ1 ’25Q2 ’25: $5MQ3 ’25: $5MQ4 ’25: $5MQ4 ’25Q1 ’26: $5MQ2 ’26: $6Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 2026219.2K$6M+1.33%
Q1 2026214.2K$5M+1.31%
Q4 2025206.0K$5M+1.22%
Q3 2025203.0K$5M+1.30%
Q2 2025197.7K$5M+1.37%
Q1 2025190.8K$5M+1.48%
Q4 2024184.2K$4M+1.38%
Q3 2024178.8K$5M+1.52%
Q2 2024171.1K$4M+1.35%
Q1 2024165.5K$4M+1.36%
Q4 2023159.2K$4M+1.38%
Q3 2023158.4K$3M+1.29%
Q2 2023147.4K$3M+1.27%
Q1 2023140.0K$3M+1.28%
Q4 2022135.1K$3M+1.30%
Q3 2022119.6K$2M+1.17%
Q2 202278.8K$2M+0.87%
Q1 202222.9K$621,000+0.26%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Gradient Capital Advisors, LLC’s full portfolio or all institutional holders of DFAR.