Gradient Capital Advisors, LLC / DFLV
Gradient Capital Advisors, LLC’s Dimensional Etf Trust Position
Does Gradient Capital Advisors, LLC own Dimensional Etf Trust (DFLV)? Yes — 133.9K shares worth $5M (+1.23% of its 13F portfolio) as of Q2 2026, up from 128.7K shares the prior filed quarter.
Position Value
$5M
Q2 2026
Shares
133.9K
% of Portfolio
+1.23%
Quarters Held
13
currently held
Position History DFLV
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q2 2026 | 133.9K | $5M | +1.23% |
| Q1 2026 | 128.7K | $5M | +1.19% |
| Q4 2025 | 123.1K | $4M | +1.09% |
| Q3 2025 | 111.5K | $4M | +0.98% |
| Q2 2025 | 100.8K | $3M | +0.92% |
| Q1 2025 | 94.8K | $3M | +0.95% |
| Q4 2024 | 79.2K | $2M | +0.77% |
| Q3 2024 | 65.6K | $2M | +0.67% |
| Q2 2024 | 44.6K | $1M | +0.46% |
| Q1 2024 | 41.5K | $1M | +0.46% |
| Q4 2023 | 36.0K | $974,584 | +0.37% |
| Q3 2023 | 17.4K | $430,875 | +0.18% |
| Q2 2023 | 11.6K | $294,665 | +0.12% |
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 DFLV.