Gradient Capital Advisors, LLC / DFSD
Gradient Capital Advisors, LLC’s Dimensional Etf Trust Position
Does Gradient Capital Advisors, LLC own Dimensional Etf Trust (DFSD)? Yes — 257.2K shares worth $12M (+2.84% of its 13F portfolio) as of Q2 2026, up from 233.7K shares the prior filed quarter.
Position Value
$12M
Q2 2026
Shares
257.2K
% of Portfolio
+2.84%
Quarters Held
19
currently held
Position History DFSD
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q2 2026 | 257.2K | $12M | +2.84% |
| Q1 2026 | 233.7K | $11M | +2.90% |
| Q4 2025 | 224.5K | $11M | +2.77% |
| Q3 2025 | 222.5K | $11M | +2.87% |
| Q2 2025 | 204.2K | $10M | +2.90% |
| Q1 2025 | 207.6K | $10M | +3.22% |
| Q4 2024 | 187.5K | $9M | +2.83% |
| Q3 2024 | 156.7K | $7M | +2.48% |
| Q2 2024 | 119.2K | $6M | +2.00% |
| Q1 2024 | 91.7K | $4M | +1.58% |
| Q4 2023 | 75.9K | $4M | +1.36% |
| Q3 2023 | 77.8K | $4M | +1.51% |
| Q2 2023 | 74.3K | $3M | +1.38% |
| Q1 2023 | 69.2K | $3M | +1.37% |
| Q4 2022 | 65.5K | $3M | +1.37% |
| Q3 2022 | 49.6K | $2M | +1.09% |
| Q2 2022 | 52.2K | $2M | +1.17% |
| Q1 2022 | 36.7K | $2M | +0.75% |
| Q4 2021 | 18.4K | $918,000 | +0.38% |
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 DFSD.