A detailed history of Apella Capital, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Apella Capital, LLC holds 134,633 shares of DFAE stock, worth $3.5 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
134,633
Previous 140,829 4.4%
Holding current value
$3.5 Million
Previous $3.48 Million 0.03%
% of portfolio
0.16%
Previous 0.18%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 10, 2024

SELL
$24.03 - $26.3 $148,889 - $162,954
-6,196 Reduced 4.4%
134,633 $3.48 Million
Q1 2024

Apr 10, 2024

SELL
$22.74 - $24.88 $437,517 - $478,691
-19,240 Reduced 12.02%
140,829 $3.48 Million
Q4 2023

Jan 05, 2024

BUY
$21.63 - $24.11 $1.14 Million - $1.27 Million
52,587 Added 48.93%
160,069 $3.86 Million
Q3 2023

Oct 10, 2023

SELL
$22.43 - $24.83 $18,145 - $20,087
-809 Reduced 0.75%
107,482 $2.43 Million
Q2 2023

Jul 06, 2023

BUY
$22.38 - $24.3 $2.12 Million - $2.3 Million
94,608 Added 691.43%
108,291 $2.54 Million
Q4 2022

Jan 10, 2023

SELL
$19.67 - $22.73 $98,822 - $114,195
-5,024 Reduced 26.86%
13,683 $0
Q3 2022

Oct 11, 2022

SELL
$20.09 - $23.68 $73,207 - $86,289
-3,644 Reduced 16.3%
18,707 $376,000
Q2 2022

Jul 08, 2022

SELL
$22.9 - $27.06 $157,323 - $185,902
-6,870 Reduced 23.51%
22,351 $518,000
Q1 2022

Apr 11, 2022

BUY
$24.29 - $28.31 $138,574 - $161,508
5,705 Added 24.26%
29,221 $766,000
Q4 2021

Jan 13, 2022

BUY
$26.45 - $28.31 $310,232 - $332,047
11,729 Added 99.51%
23,516 $643,000
Q3 2021

Jan 18, 2022

SELL
$26.95 - $29.48 $41,637 - $45,546
-1,545 Reduced 11.59%
11,787 $321,000
Q3 2021

Oct 12, 2021

BUY
$26.95 - $29.48 $359,297 - $393,027
13,332 New
13,332 $362,000

Others Institutions Holding DFAE

About DIMENSIONAL ETF TR


  • Ticker DFAE
  • Sector ETFs
  • Industry ETFs
More about DFAE
Track This Portfolio

Track Apella Capital, LLC Portfolio

Follow Apella Capital, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Apella Capital, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Apella Capital, LLC with notifications on news.