Gradient Capital Advisors
DFUS icon

Gradient Capital Advisors’s Dimensional US Equity ETF DFUS Stock Holding History

Gradient Capital Advisors’s Portfolio DFUS Stock Details DFUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$421K Sell
5,070
-283
-5% -$23.5K 0.1% 122
2026
Q2 		$439K Sell
5,353
-11
-0.2% -$870 0.1% 121
2026
Q1 		$380K Buy
5,364
+262
+5% +$19.4K 0.1% 119
2025
Q4 		$378K Sell
5,102
-82
-2% -$6.02K 0.1% 123
2025
Q3 		$376K Buy
5,184
+21
+0.4% +$1.46K 0.1% 117
2025
Q2 		$346K Buy
5,163
+8
+0.2% +$495 0.1% 123
2025
Q1 		$312K Sell
5,155
-89
-2% -$5.69K 0.1% 123
2024
Q4 		$334K Sell
5,244
-102
-2% -$6.54K 0.11% 116
2024
Q3 		$333K Sell
5,346
-181
-3% -$10.8K 0.11% 116
2024
Q2 		$325K Sell
5,527
-1,618
-23% -$92K 0.12% 113
2024
Q1 		$407K Buy
7,145
+261
+4% +$14.1K 0.15% 103
2023
Q4 		$357K Sell
6,884
-960
-12% -$46.5K 0.14% 109
2023
Q3 		$365K Sell
7,844
-2,610
-25% -$126K 0.15% 100
2023
Q2 		$503K Buy
10,454
+674
+7% +$30.7K 0.2% 82
2023
Q1 		$435K Sell
9,780
-1,719
-15% -$74.6K 0.18% 87
2022
Q4 		$478K Buy
11,499
+2,303
+25% +$96.3K 0.22% 81
2022
Q3 		$357K Buy
+9,196
New +$395K 0.17% 91

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Root Financial Partners
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Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return
Great Waters Wealth Management
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
G2 Capital Management
G2 Capital Management Columbus, Ohio $441M AUM 11.72% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Intelligence Driven Advisers
Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return
Colony Family Offices
Colony Family Offices Charlotte, North Carolina $438M AUM 13.68% 1-Year Est. Return
DiNuzzo Private Wealth
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Gradient Capital Advisors's DFUS Position: Q3 2026 in Review

Gradient Capital Advisors reduced its Dimensional US Equity ETF (DFUS) stake by 5.3% in Q3 2026, selling an estimated $23.5K and leaving 5,070 shares worth $421K. The position accounts for 0.1% of the portfolio, ranked #122.

Gradient Capital Advisors first reported a position in DFUS in Q3 2022 and has held it in 17 quarters since. The position peaked at $503K in Q2 2023. 378 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

  • Gradient Capital Advisors held 5,070 shares of Dimensional US Equity ETF worth $421K as of Q3 2026.
  • Gradient Capital Advisors sold 283 Dimensional US Equity ETF shares in Q3 2026, an estimated $23.5K.
  • Dimensional US Equity ETF made up 0.1% of Gradient Capital Advisors's portfolio in Q3 2026, its #122 holding.
  • Gradient Capital Advisors first reported a position in Dimensional US Equity ETF in Q3 2022 and has held it in 17 quarters since.
  • Gradient Capital Advisors's Dimensional US Equity ETF position peaked at $503K in Q2 2023.
  • 378 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

Based on Gradient Capital Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.