Gradient Capital Advisors, LLC / DFSV
Gradient Capital Advisors, LLC’s Dimensional Etf Trust Position
Does Gradient Capital Advisors, LLC own Dimensional Etf Trust (DFSV)? Yes — 209.8K shares worth $8M (+1.88% of its 13F portfolio) as of Q2 2026, up from 203.6K shares the prior filed quarter.
Position Value
$8M
Q2 2026
Shares
209.8K
% of Portfolio
+1.88%
Quarters Held
15
currently held
Position History DFSV
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q2 2026 | 209.8K | $8M | +1.88% |
| Q1 2026 | 203.6K | $7M | +1.85% |
| Q4 2025 | 197.6K | $7M | +1.68% |
| Q3 2025 | 180.4K | $6M | +1.54% |
| Q2 2025 | 172.4K | $5M | +1.50% |
| Q1 2025 | 139.1K | $4M | +1.28% |
| Q4 2024 | 114.7K | $4M | +1.14% |
| Q3 2024 | 93.3K | $3M | +0.95% |
| Q2 2024 | 71.0K | $2M | +0.73% |
| Q1 2024 | 62.4K | $2M | +0.69% |
| Q4 2023 | 55.0K | $2M | +0.61% |
| Q3 2023 | 59.5K | $2M | +0.63% |
| Q2 2023 | 45.7K | $1M | +0.47% |
| Q1 2023 | 28.2K | $703,824 | +0.30% |
| Q4 2022 | 25.6K | $634,459 | +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 DFSV.