Apella Capital, LLC Dimensional ETF Tr U S Target Transaction History
Apella Capital, LLC
- $2.54 Billion
- Q4 2024
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 1,677,344 shares of DFAT stock, worth $96.6 Million. This represents 3.67% of its overall portfolio holdings.
Number of Shares
1,677,344
Previous 1,753,747
4.36%
Holding current value
$96.6 Million
Previous $97.6 Million
4.31%
% of portfolio
3.67%
Previous 4.05%
Shares
15 transactions
Others Institutions Holding DFAT
# of Institutions
680Shares Held
158MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$815 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$716 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$506 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.2MShares$415 Million22.29% of portfolio
-
Savant Capital, LLC5.13MShares$296 Million2.33% of portfolio