Gradient Capital Advisors, LLC / DFUV
Gradient Capital Advisors, LLC’s Dimensional Etf Trust Position
Does Gradient Capital Advisors, LLC own Dimensional Etf Trust (DFUV)? Yes — 124.8K shares worth $7M (+1.59% of its 13F portfolio) as of Q2 2026, down from 125.9K shares the prior filed quarter.
Position Value
$7M
Q2 2026
Shares
124.8K
% of Portfolio
+1.59%
Quarters Held
17
currently held
Position History DFUV
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q2 2026 | 124.8K | $7M | +1.59% |
| Q1 2026 | 125.9K | $6M | +1.58% |
| Q4 2025 | 130.4K | $6M | +1.57% |
| Q3 2025 | 132.7K | $6M | +1.59% |
| Q2 2025 | 133.6K | $6M | +1.67% |
| Q1 2025 | 129.3K | $5M | +1.74% |
| Q4 2024 | 128.7K | $5M | +1.70% |
| Q3 2024 | 128.8K | $5M | +1.78% |
| Q2 2024 | 129.6K | $5M | +1.82% |
| Q1 2024 | 130.4K | $5M | +1.96% |
| Q4 2023 | 130.0K | $5M | +1.84% |
| Q3 2023 | 134.9K | $5M | +1.92% |
| Q2 2023 | 134.4K | $5M | +1.86% |
| Q1 2023 | 134.3K | $4M | +1.91% |
| Q4 2022 | 128.2K | $4M | +1.95% |
| Q3 2022 | 112.7K | $3M | +1.59% |
| Q2 2022 | 76.8K | $2M | +1.17% |
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 DFUV.