Apella Capital, LLC Dimensional ETF Tr Transaction History
Apella Capital, LLC
- $2.41 Billion
- Q3 2024
A detailed history of Apella Capital, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Apella Capital, LLC holds 88,192 shares of DFAU stock, worth $3.65 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
88,192
Previous 89,129
1.05%
Holding current value
$3.65 Million
Previous $3.34 Million
4.76%
% of portfolio
0.15%
Previous 0.15%
Shares
10 transactions
Others Institutions Holding DFAU
# of Institutions
407Shares Held
105MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.82MShares$200 Million2.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$172 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.68MShares$152 Million1.87% of portfolio
-
Aquire Wealth Advisors, LLC3.5MShares$145 Million43.58% of portfolio
-
Allworth Financial LP2.88MShares$119 Million0.71% of portfolio