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 2,598,242 shares of DUHP stock, worth $97.8 Million. This represents 2.07% of its overall portfolio holdings.
Number of Shares
2,598,242
Previous 2,302,455
12.85%
Holding current value
$97.8 Million
Previous $87 Million
12.52%
% of portfolio
2.07%
Previous 2.03%
Shares
7 transactions
Others Institutions Holding DUHP
# of Institutions
499Shares Held
227MCall 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, IL8.02MShares$302 Million4.53% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$265 Million15.92% of portfolio
-
Pure Financial Advisors, LLC6.93MShares$261 Million4.32% of portfolio