Gradient Capital Advisors, LLC's ownership history for DFSV

Gradient Capital Advisors, LLC currently holds 203.6K shares with a market value of $7.1M. It started holding DFSV on 2024-09-30. At its peak, it held 203.6K shares on 2026-03-31. Its highest holding value was $7.1M on 2026-03-31. At its lowest, it held 93.3K shares on 2024-09-30, with a value of $2.9M on 2024-09-30. In the recent 180 days, Gradient Capital Advisors, LLC has increased its shares by 23.2K. In the recent year, Gradient Capital Advisors, LLC has increased its shares by 64.5K.