Apella Capital, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Apella Capital, LLC
- $4.28 Billion
- Q3 2025
A detailed history of Apella Capital, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Apella Capital, LLC holds 656,842 shares of DFNM stock, worth $31.7 Million. This represents 0.74% of its overall portfolio holdings.
Number of Shares
656,842
Previous 611,392
7.43%
Holding current value
$31.7 Million
Previous $29 Million
8.68%
% of portfolio
0.74%
Previous 0.83%
Shares
13 transactions
Others Institutions Holding DFNM
# of Institutions
262Shares Held
29.6MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.86MShares$138 Million3.28% of portfolio
-
Foster Group, Inc.1.49MShares$71.9 Million2.36% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.7 Million0.64% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.4 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL865KShares$41.7 Million1.61% of portfolio