Apella Capital, LLC Dimensional ETF Tr Transaction History

Apella Capital, LLC

$2.54 Billion
Q4 2024

A detailed history of Apella Capital, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Apella Capital, LLC holds 106,675 shares of DFAE stock, worth $2.74 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

106,675

Previous 108,631 1.8%

Holding current value

$2.74 Million

Previous $2.98 Million 9.14%

% of portfolio

0.11%

Previous 0.12%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	SELL	$25.36 - $28.15 $49,604 - $55,061	-1,956 Reduced 1.8%	106,675 $2.71 Million
Q3 2024 Oct 03, 2024	SELL	$24.46 - $27.82 $636,008 - $723,375	-26,002 Reduced 19.31%	108,631 $2.98 Million
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

# of Institutions

475

Shares Held

141M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFAE
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Industry ETFs

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Apella Capital, LLC Dimensional ETF Tr Transaction History