Gradient Capital Advisors, LLC / DFAT
Gradient Capital Advisors, LLC’s Dimensional Etf Trust Position
Does Gradient Capital Advisors, LLC own Dimensional Etf Trust (DFAT)? Yes — 134.6K shares worth $9M (+2.18% of its 13F portfolio) as of Q2 2026, down from 138.5K shares the prior filed quarter.
Position Value
$9M
Q2 2026
Shares
134.6K
% of Portfolio
+2.18%
Quarters Held
21
currently held
Position History DFAT
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q2 2026 | 134.6K | $9M | +2.18% |
| Q1 2026 | 138.5K | $9M | +2.24% |
| Q4 2025 | 140.6K | $8M | +2.16% |
| Q3 2025 | 140.4K | $8M | +2.19% |
| Q2 2025 | 140.4K | $8M | +2.24% |
| Q1 2025 | 139.3K | $7M | +2.34% |
| Q4 2024 | 135.6K | $8M | +2.43% |
| Q3 2024 | 136.0K | $8M | +2.51% |
| Q2 2024 | 136.8K | $7M | +2.54% |
| Q1 2024 | 139.4K | $8M | +2.78% |
| Q4 2023 | 142.8K | $7M | +2.85% |
| Q3 2023 | 139.8K | $6M | +2.67% |
| Q2 2023 | 141.4K | $7M | +2.63% |
| Q1 2023 | 143.5K | $6M | +2.72% |
| Q4 2022 | 145.3K | $6M | +2.90% |
| Q3 2022 | 145.9K | $6M | +2.72% |
| Q2 2022 | 112.0K | $5M | +2.16% |
| Q1 2022 | 98.7K | $5M | +1.95% |
| Q4 2021 | 98.3K | $5M | +1.94% |
| Q3 2021 | 96.6K | $4M | +1.97% |
| Q2 2021 | 94.9K | $4M | +1.99% |
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 DFAT.