Apella Capital, LLC Dimensional ETF Tr Core Fxd In Transaction History
Apella Capital, LLC
- $2.54 Billion
- Q4 2024
A detailed history of Apella Capital, LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Apella Capital, LLC holds 1,909,521 shares of DFCF stock, worth $80.2 Million. This represents 3.11% of its overall portfolio holdings.
Number of Shares
1,909,521
Previous 1,628,402
17.26%
Holding current value
$80.2 Million
Previous $70.3 Million
12.29%
% of portfolio
3.11%
Previous 2.92%
Shares
10 transactions
Others Institutions Holding DFCF
# of Institutions
407Shares Held
3.56BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN3.44BShares$144 Billion8.57% of portfolio
-
Essential Planning, Llc. Portsmouth, NH11.6MShares$485 Million3.2% of portfolio
-
Truepoint, Inc.11.1MShares$467 Million12.57% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.97MShares$125 Million11.32% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.77MShares$117 Million23.4% of portfolio