Apella Capital, LLC Dimensional ETF Tr Dimensional Transaction History

Apella Capital, LLC

$2.54 Billion
Q4 2024

A detailed history of Apella Capital, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Apella Capital, LLC holds 2,802,429 shares of DFIC stock, worth $75.1 Million. This represents 2.85% of its overall portfolio holdings.

Number of Shares

2,802,429

Previous 1,877,234 49.29%

Holding current value

$75.1 Million

Previous $52.8 Million 37.14%

% of portfolio

2.85%

Previous 2.19%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$25.61 - $28.0 $23.7 Million - $25.9 Million	925,195 Added 49.29%	2,802,429 $72.4 Million
Q3 2024 Oct 03, 2024	BUY	$25.36 - $28.37 $3.44 Million - $3.85 Million	135,752 Added 7.8%	1,877,234 $52.8 Million
Q2 2024 Jul 10, 2024	BUY	$25.73 - $27.44 $15.6 Million - $16.6 Million	605,598 Added 53.32%	1,741,482 $45.8 Million
Q1 2024 Apr 10, 2024	BUY	$24.62 - $26.83 $6.57 Million - $7.16 Million	266,917 Added 30.72%	1,135,884 $30.4 Million
Q4 2023 Jan 05, 2024	BUY	$22.18 - $25.58 $16.4 Million - $18.9 Million	737,810 Added 562.54%	868,967 $22.2 Million
Q3 2023 Oct 10, 2023	BUY	$23.25 - $25.17 $2.42 Million - $2.62 Million	104,256 Added 387.55%	131,157 $3.06 Million
Q2 2023 Jul 06, 2023	SELL	$23.45 - $24.88 $89,344 - $94,792	-3,810 Reduced 12.41%	26,901 $652,000
Q4 2022 Jan 10, 2023	BUY	$19.06 - $23.03 $585,351 - $707,274	30,711 New	30,711 $0

Others Institutions Holding DFIC

# of Institutions

383

Shares Held

2.26B

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIC
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Apella Capital, LLC Dimensional ETF Tr Dimensional Transaction History