SEC 13F Intelligence

Gradient Capital Advisors, LLC / DFGP

Gradient Capital Advisors, LLC’s Dimensional Etf Trust Position

Does Gradient Capital Advisors, LLC own Dimensional Etf Trust (DFGP)? Yes — 234.8K shares worth $13M (+2.96% of its 13F portfolio) as of Q2 2026, up from 217.0K shares the prior filed quarter.

Position Value
$13M
Q2 2026
Shares
234.8K
% of Portfolio
+2.96%
Quarters Held
7
currently held

Position History DFGP

Reported value by quarter
Q4 ’24: $271,652Q4 ’24Q1 ’25: $274,737Q1 ’25Q2 ’25: $698,780Q2 ’25Q3 ’25: $5MQ3 ’25Q4 ’25: $9MQ4 ’25Q1 ’26: $12MQ1 ’26Q2 ’26: $13MQ2 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q2 2026234.8K$13M+2.96%
Q1 2026217.0K$12M+3.04%
Q4 2025164.3K$9M+2.29%
Q3 202584.6K$5M+1.26%
Q2 202512.8K$698,780+0.21%
Q1 20255.1K$274,737+0.09%
Q4 20245.1K$271,652+0.09%

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 DFGP.