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 532,179 shares of DUHP stock, worth $18.5 Million. This represents 0.71% of its overall portfolio holdings.
Number of Shares
532,179
Previous 54,924
868.94%
Holding current value
$18.5 Million
Previous $1.87 Million
861.09%
% of portfolio
0.71%
Previous 0.08%
Shares
3 transactions
Others Institutions Holding DUHP
# of Institutions
389Shares Held
219MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc38.2MShares$1.33 Billion0.43% of portfolio
-
Mercer Global Advisors Inc Denver, CO35.7MShares$1.24 Billion2.98% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$283 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC6.91MShares$240 Million15.68% of portfolio
-
Forum Financial Management, LP Lombard, IL6.87MShares$239 Million4.6% of portfolio