Apella Capital, LLC Dimensional ETF Tr Transaction History

Apella Capital, LLC

$4.73 Billion
Q4 2025

A detailed history of Apella Capital, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Apella Capital, LLC holds 1,113,787 shares of DFAX stock, worth $35.7 Million. This represents 0.75% of its overall portfolio holdings.

Number of Shares

1,113,787

Previous 1,157,500 3.78%

Holding current value

$35.7 Million

Previous $36.3 Million 1.84%

% of portfolio

0.75%

Previous 0.85%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 21, 2026	SELL	$30.71 - $32.34 $1.34 Million - $1.41 Million	-43,713 Reduced 3.78%	1,113,787 $35.7 Million
Q3 2025 Oct 17, 2025	SELL	$29.25 - $31.56 $511,758 - $552,173	-17,496 Reduced 1.49%	1,157,500 $36.3 Million
Q2 2025 Jul 08, 2025	BUY	$23.37 - $29.39 $2.67 Million - $3.35 Million	114,048 Added 10.75%	1,174,996 $34.5 Million
Q1 2025 Apr 10, 2025	BUY	$24.45 - $27.2 $4.6 Million - $5.12 Million	188,056 Added 21.54%	1,060,948 $28 Million
Q4 2024 Jan 14, 2025	SELL	$24.76 - $27.04 $639,204 - $698,064	-25,816 Reduced 2.87%	872,892 $21.7 Million

Q3 2024 Oct 03, 2024	SELL	$24.29 - $27.25 $425,755 - $477,638	-17,528 Reduced 1.91%	898,708 $24.3 Million
Q2 2024 Jul 10, 2024	BUY	$24.57 - $26.36 $806,117 - $864,845	32,809 Added 3.71%	916,236 $23.3 Million
Q1 2024 Apr 10, 2024	SELL	$23.42 - $25.45 $793,938 - $862,755	-33,900 Reduced 3.7%	883,427 $22.5 Million
Q4 2023 Jan 05, 2024	SELL	$21.44 - $24.42 $291,369 - $331,867	-13,590 Reduced 1.46%	917,327 $22.4 Million
Q3 2023 Oct 10, 2023	SELL	$22.41 - $24.35 $406,203 - $441,368	-18,126 Reduced 1.91%	930,917 $21 Million
Q2 2023 Jul 06, 2023	SELL	$22.56 - $24.03 $304,086 - $323,900	-13,479 Reduced 1.4%	949,043 $22.1 Million
Q4 2022 Jan 10, 2023	SELL	$18.81 - $22.36 $2.14 Million - $2.55 Million	-113,948 Reduced 10.59%	962,522 $0
Q3 2022 Oct 11, 2022	SELL	$18.89 - $22.64 $97,056 - $116,324	-5,138 Reduced 0.48%	1,076,470 $20.3 Million
Q2 2022 Jul 08, 2022	BUY	$21.22 - $25.37 $23 Million - $27.4 Million	1,081,608 New	1,081,608 $23.2 Million
Q1 2022 Apr 11, 2022	SELL	$23.26 - $26.72 $24 Million - $27.5 Million	-1,031,047 Closed	0 $0
Q4 2021 Jan 13, 2022	BUY	$25.17 - $26.82 $256,230 - $273,027	10,180 Added 1.0%	1,031,047 $26.9 Million
Q3 2021 Jan 18, 2022	BUY	$25.83 - $27.21 $17.7 Million - $18.7 Million	686,917 Added 205.69%	1,020,867 $26.4 Million
Q3 2021 Oct 12, 2021	BUY	$25.83 - $27.21 $8.63 Million - $9.09 Million	333,950 New	333,950 $8.63 Million

Others Institutions Holding DFAX

# of Institutions

672

Shares Held

258M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAX

More about DFAX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Apella Capital, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Apella Capital, LLC with notifications on news.

Account

Apella Capital, LLC Dimensional ETF Tr Transaction History