Apella Capital, LLC Dimensional ETF Tr U S Target Transaction History
Apella Capital, LLC
- $2.88 Billion
- Q1 2025
A detailed history of Apella Capital, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Apella Capital, LLC holds 1,637,566 shares of DFAT stock, worth $84.3 Million. This represents 2.93% of its overall portfolio holdings.
Number of Shares
1,637,566
Previous 1,677,344
2.37%
Holding current value
$84.3 Million
Previous $93.4 Million
9.69%
% of portfolio
2.93%
Previous 3.67%
Shares
16 transactions
Others Institutions Holding DFAT
# of Institutions
754Shares Held
168MCall Options Held
500Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$725 Million0.76% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$640 Million7.18% of portfolio
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Forum Financial Management, LP Lombard, IL8.94MShares$461 Million9.85% of portfolio
-
Index Fund Advisors, Inc.7.2MShares$371 Million22.29% of portfolio
-
Savant Capital, LLC5.13MShares$264 Million2.33% of portfolio