Gradient Capital Advisors, LLC / DFAX
Gradient Capital Advisors, LLC’s Dimensional Etf Trust Position
Does Gradient Capital Advisors, LLC own Dimensional Etf Trust (DFAX)? Yes — 147.0K shares worth $5M (+1.25% of its 13F portfolio) as of Q2 2026, up from 143.9K shares the prior filed quarter.
Position Value
$5M
Q2 2026
Shares
147.0K
% of Portfolio
+1.25%
Quarters Held
20
currently held
Position History DFAX
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q2 2026 | 147.0K | $5M | +1.25% |
| Q1 2026 | 143.9K | $5M | +1.27% |
| Q4 2025 | 142.6K | $5M | +1.20% |
| Q3 2025 | 141.5K | $4M | +1.19% |
| Q2 2025 | 133.7K | $4M | +1.16% |
| Q1 2025 | 132.4K | $3M | +1.13% |
| Q4 2024 | 122.8K | $3M | +0.98% |
| Q3 2024 | 114.9K | $3M | +1.03% |
| Q2 2024 | 110.6K | $3M | +1.01% |
| Q1 2024 | 107.0K | $3M | +1.00% |
| Q4 2023 | 95.0K | $2M | +0.88% |
| Q3 2023 | 91.9K | $2M | +0.87% |
| Q2 2023 | 92.6K | $2M | +0.87% |
| Q1 2023 | 88.0K | $2M | +0.86% |
| Q4 2022 | 81.3K | $2M | +0.80% |
| Q3 2022 | 69.7K | $1M | +0.63% |
| Q2 2022 | 53.7K | $1M | +0.55% |
| Q1 2022 | 50.2K | $1M | +0.53% |
| Q4 2021 | 48.3K | $1M | +0.52% |
| Q3 2021 | 44.6K | $1M | +0.53% |
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 DFAX.