Apella Capital, LLC Dimensional ETF Tr Transaction History
Apella Capital, LLC
- $2.41 Billion
- Q3 2024
A detailed history of Apella Capital, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Apella Capital, LLC holds 898,708 shares of DFAX stock, worth $22.5 Million. This represents 1.01% of its overall portfolio holdings.
Number of Shares
898,708
Previous 916,236
1.91%
Holding current value
$22.5 Million
Previous $23.3 Million
4.22%
% of portfolio
1.01%
Previous 1.07%
Shares
13 transactions
Others Institutions Holding DFAX
# of Institutions
512Shares Held
221MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$281 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.09MShares$228 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.49MShares$188 Million0.09% of portfolio
-
Geometric Wealth Advisors7.2MShares$180 Million37.5% of portfolio
-
Commonwealth Equity Services, LLC5.7MShares$143 Million0.23% of portfolio