Gradient Capital Advisors, LLC / DFEM
Gradient Capital Advisors, LLC’s Dimensional Etf Trust Position
Does Gradient Capital Advisors, LLC own Dimensional Etf Trust (DFEM)? Yes — 222.2K shares worth $9M (+2.09% of its 13F portfolio) as of Q2 2026, down from 229.5K shares the prior filed quarter.
Position Value
$9M
Q2 2026
Shares
222.2K
% of Portfolio
+2.09%
Quarters Held
17
currently held
Position History DFEM
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q2 2026 | 222.2K | $9M | +2.09% |
| Q1 2026 | 229.5K | $8M | +2.06% |
| Q4 2025 | 230.3K | $8M | +1.96% |
| Q3 2025 | 227.5K | $7M | +1.96% |
| Q2 2025 | 230.5K | $7M | +2.02% |
| Q1 2025 | 230.5K | $6M | +1.99% |
| Q4 2024 | 214.4K | $6M | +1.81% |
| Q3 2024 | 201.1K | $6M | +1.87% |
| Q2 2024 | 186.6K | $5M | +1.78% |
| Q1 2024 | 179.6K | $5M | +1.68% |
| Q4 2023 | 170.7K | $4M | +1.62% |
| Q3 2023 | 156.7K | $4M | +1.53% |
| Q2 2023 | 146.6K | $4M | +1.41% |
| Q1 2023 | 138.7K | $3M | +1.39% |
| Q4 2022 | 103.4K | $2M | +1.06% |
| Q3 2022 | 65.0K | $1M | +0.63% |
| Q2 2022 | 25.6K | $603,000 | +0.29% |
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 DFEM.