Apella Capital, LLC Dimensional ETF Tr U S Core Eq Transaction History
Apella Capital, LLC
- $2.41 Billion
- Q3 2024
A detailed history of Apella Capital, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Apella Capital, LLC holds 8,806,748 shares of DFAC stock, worth $311 Million. This represents 12.55% of its overall portfolio holdings.
Number of Shares
8,806,748
Previous 8,416,329
4.64%
Holding current value
$311 Million
Previous $271 Million
11.29%
% of portfolio
12.55%
Previous 12.43%
Shares
14 transactions
Others Institutions Holding DFAC
# of Institutions
921Shares Held
741MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.77 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.33 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.32 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$626 Million0.28% of portfolio