Apella Capital, LLC Dimensional ETF Tr Dimensional Transaction History
Apella Capital, LLC
- $4.28 Billion
- Q3 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 2,302,455 shares of DUHP stock, worth $86.7 Million. This represents 2.03% of its overall portfolio holdings.
Number of Shares
2,302,455
Previous 1,902,011
21.05%
Holding current value
$86.7 Million
Previous $67.6 Million
28.58%
% of portfolio
2.03%
Previous 1.93%
Shares
6 transactions
Others Institutions Holding DUHP
# of Institutions
487Shares Held
222MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO42.6MShares$1.6 Billion2.74% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$307 Million11.99% of portfolio
-
Forum Financial Management, LP Lombard, IL7.54MShares$284 Million4.43% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$265 Million15.92% of portfolio
-
Pure Financial Advisors, LLC6.93MShares$261 Million4.32% of portfolio