Apella Capital, LLC Dimensional ETF Tr Transaction History

Apella Capital, LLC

$2.54 Billion
Q4 2024

A detailed history of Apella Capital, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Apella Capital, LLC holds 1,259,301 shares of DFIV stock, worth $47.4 Million. This represents 1.76% of its overall portfolio holdings.

Number of Shares

1,259,301

Previous 1,267,578 0.65%

Holding current value

$47.4 Million

Previous $48.3 Million 7.46%

% of portfolio

1.76%

Previous 2.01%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	SELL	$34.86 - $37.97 $288,536 - $314,277	-8,277 Reduced 0.65%	1,259,301 $44.7 Million
Q3 2024 Oct 03, 2024	BUY	$34.66 - $38.38 $2.79 Million - $3.09 Million	80,522 Added 6.78%	1,267,578 $48.3 Million
Q2 2024 Jul 10, 2024	BUY	$35.5 - $38.02 $2.69 Million - $2.88 Million	75,750 Added 6.82%	1,187,056 $42.7 Million
Q1 2024 Apr 10, 2024	BUY	$33.15 - $36.75 $1.97 Million - $2.18 Million	59,325 Added 5.64%	1,111,306 $40.8 Million
Q4 2023 Jan 05, 2024	BUY	$30.86 - $34.46 $8.49 Million - $9.48 Million	275,051 Added 35.4%	1,051,981 $36.1 Million
Q3 2023 Oct 10, 2023	BUY	$32.1 - $34.42 $2.9 Million - $3.11 Million	90,302 Added 13.15%	776,930 $25.3 Million
Q2 2023 Jul 06, 2023	BUY	$31.45 - $33.77 $7.21 Million - $7.74 Million	229,226 Added 50.11%	686,628 $22.6 Million
Q4 2022 Jan 10, 2023	BUY	$25.88 - $31.1 $4.24 Million - $5.1 Million	163,951 Added 55.87%	457,402 $0
Q3 2022 Oct 11, 2022	BUY	$25.71 - $30.57 $2.42 Million - $2.88 Million	94,278 Added 47.33%	293,451 $7.56 Million
Q2 2022 Jul 08, 2022	BUY	$28.66 - $33.84 $5.71 Million - $6.74 Million	199,173 New	199,173 $5.75 Million
Q1 2022 Apr 11, 2022	SELL	$30.75 - $35.49 $2.5 Million - $2.89 Million	-81,311 Closed	0 $0
Q4 2021 Jan 13, 2022	SELL	$31.61 - $34.21 $2,086 - $2,257	-66 Reduced 0.08%	81,311 $2.67 Million
Q3 2021 Jan 18, 2022	BUY	$32.25 - $33.65 $1.28 Million - $1.33 Million	39,544 Added 94.53%	81,377 $2.67 Million
Q3 2021 Oct 12, 2021	BUY	$32.25 - $33.65 $1.35 Million - $1.41 Million	41,833 New	41,833 $1.38 Million

Others Institutions Holding DFIV

# of Institutions

587

Shares Held

203M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

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Apella Capital, LLC Dimensional ETF Tr Transaction History