Apella Capital, LLC Dimensional ETF Tr U S Core Eq Transaction History
Apella Capital, LLC
- $1.97 Billion
- Q1 2024
A detailed history of Apella Capital, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Apella Capital, LLC holds 7,109,068 shares of DFAC stock, worth $231 Million. This represents 11.53% of its overall portfolio holdings.
Number of Shares
7,109,068
Previous 6,305,271
12.75%
Holding current value
$231 Million
Previous $184 Million
23.24%
% of portfolio
11.53%
Previous 10.24%
Shares
12 transactions
Others Institutions Holding DFAC
# of Institutions
841Shares Held
680MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc51.8MShares$1.69 Billion0.63% of portfolio
-
Mercer Global Advisors Inc Denver, CO45.1MShares$1.47 Billion4.09% of portfolio
-
Forum Financial Management, LP Lombard, IL39.4MShares$1.28 Billion24.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.8MShares$1.23 Billion13.69% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$567 Million0.3% of portfolio