Apella Capital, LLC Dimensional ETF Tr Dimensional Transaction History

Apella Capital, LLC

$4.73 Billion
Q4 2025

A detailed history of Apella Capital, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Apella Capital, LLC holds 5,419 shares of DISV stock, worth $194,650. This represents 0.0% of its overall portfolio holdings.

Number of Shares

5,419

Holding current value

$194,650

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2025 Jan 21, 2026	BUY	$35.06 - $36.3 $189,990 - $196,709	5,419 New	5,419 $194,000

Others Institutions Holding DISV

# of Institutions

397

Shares Held

83.4M

Call Options Held

Put Options Held

Merriman Wealth Management, LLC

8.87M
Shares

$318 Million
10.25% of portfolio
Forum Financial Management, LP Lombard, IL

5.91M
Shares

$212 Million
3.28% of portfolio
Mather Group, Llc. Chicago, IL

5.87M
Shares

$211 Million
2.22% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

3.15M
Shares

$113 Million
0.94% of portfolio
Buckingham Strategic Partners Saint Louis, MO

2.27M
Shares

$81.5 Million
0.98% of portfolio

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DISV
Sector ETFs
Industry ETFs

More about DISV

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