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 88,229 shares of DFAU stock, worth $3.62 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

88,229

Previous 88,192 0.04%

Holding current value

$3.62 Million

Previous $3.5 Million 2.06%

% of portfolio

0.14%

Previous 0.15%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$39.27 - $42.38 $1,452 - $1,568	37 Added 0.04%	88,229 $3.57 Million
Q3 2024 Oct 03, 2024	SELL	$35.8 - $39.69 $33,544 - $37,189	-937 Reduced 1.05%	88,192 $3.5 Million
Q2 2024 Jul 10, 2024	BUY	$34.53 - $37.67 $17,057 - $18,608	494 Added 0.56%	89,129 $3.34 Million
Q1 2024 Apr 10, 2024	SELL	$32.59 - $36.54 $297,318 - $333,354	-9,123 Reduced 9.33%	88,635 $3.24 Million
Q4 2023 Jan 05, 2024	BUY	$28.58 - $33.37 $4,315 - $5,038	151 Added 0.15%	97,758 $3.25 Million
Q3 2023 Oct 10, 2023	BUY	$29.79 - $32.13 $9,949 - $10,731	334 Added 0.34%	97,607 $2.92 Million
Q2 2023 Jul 06, 2023	BUY	$28.25 - $30.99 $2.32 Million - $2.55 Million	82,270 Added 548.36%	97,273 $3.01 Million
Q4 2022 Jan 10, 2023	BUY	$25.24 - $28.83 $160,854 - $183,733	6,373 Added 73.85%	15,003 $0
Q2 2022 Jul 08, 2022	BUY	$25.69 - $31.79 $221,704 - $274,347	8,630 New	8,630 $228,000
Q1 2022 Apr 11, 2022	SELL	$29.18 - $33.24 $229,938 - $261,931	-7,880 Closed	0 $0
Q4 2021 Jan 13, 2022	BUY	$30.17 - $33.15 $237,739 - $261,222	7,880 New	7,880 $260,000

Others Institutions Holding DFAU

# of Institutions

413

Shares Held

108M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFAU
Sector ETFs
Industry ETFs

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Apella Capital, LLC Dimensional ETF Tr Transaction History