Apella Capital, LLC Dimensional ETF Tr U S Equity Transaction History

Apella Capital, LLC

$2.88 Billion
Q1 2025

A detailed history of Apella Capital, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Apella Capital, LLC holds 715,546 shares of DFUS stock, worth $40.7 Million. This represents 1.5% of its overall portfolio holdings.

Number of Shares

715,546

Previous 658,494 8.66%

Holding current value

$40.7 Million

Previous $42 Million 2.44%

% of portfolio

1.5%

Previous 1.65%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 10, 2025	BUY	$59.61 - $66.71 $3.4 Million - $3.81 Million	57,052 Added 8.66%	715,546 $43 Million
Q4 2024 Jan 14, 2025	BUY	$61.52 - $66.5 $92,956 - $100,481	1,511 Added 0.23%	658,494 $42 Million
Q3 2024 Oct 03, 2024	SELL	$56.04 - $62.2 $450,281 - $499,777	-8,035 Reduced 1.21%	656,983 $40.9 Million
Q2 2024 Jul 10, 2024	BUY	$53.83 - $59.14 $1.19 Million - $1.31 Million	22,175 Added 3.45%	665,018 $39.1 Million
Q1 2024 Apr 10, 2024	SELL	$50.79 - $56.98 $1.22 Million - $1.37 Million	-24,036 Reduced 3.6%	642,843 $36.6 Million
Q4 2023 Jan 05, 2024	SELL	$44.51 - $52.0 $424,758 - $496,236	-9,543 Reduced 1.41%	666,879 $34.6 Million
Q3 2023 Oct 10, 2023	SELL	$46.29 - $49.87 $650,374 - $700,673	-14,050 Reduced 2.03%	676,422 $31.5 Million
Q2 2023 Jul 06, 2023	BUY	$43.77 - $48.16 $11.5 Million - $12.6 Million	262,252 Added 61.24%	690,472 $33.3 Million
Q4 2022 Jan 10, 2023	BUY	$38.86 - $44.32 $422,563 - $481,935	10,874 Added 2.61%	428,220 $0
Q3 2022 Oct 11, 2022	SELL	$38.82 - $46.57 $12,422 - $14,902	-320 Reduced 0.08%	417,346 $16.2 Million
Q2 2022 Jul 08, 2022	BUY	$39.62 - $49.51 $16.5 Million - $20.7 Million	417,666 New	417,666 $17 Million
Q1 2022 Apr 11, 2022	SELL	$45.16 - $52.01 $19.6 Million - $22.5 Million	-433,311 Closed	0 $0
Q4 2021 Jan 13, 2022	SELL	$47.05 - $51.98 $76,879 - $84,935	-1,634 Reduced 0.38%	433,311 $22.4 Million
Q3 2021 Oct 12, 2021	BUY	$46.48 - $49.7 $133,258 - $142,489	2,867 Added 0.66%	434,945 $20.7 Million
Q2 2021 Jan 18, 2022	BUY	$45.75 - $47.12 $19.8 Million - $20.4 Million	432,078 New	432,078 $20.4 Million

Others Institutions Holding DFUS

# of Institutions

740

Shares Held

164M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S EQUITY

Ticker DFUS
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Apella Capital, LLC Dimensional ETF Tr U S Equity Transaction History