A detailed history of Apella Capital, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Apella Capital, LLC holds 89,129 shares of DFAU stock, worth $3.38 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
89,129
Previous 88,635 0.56%
Holding current value
$3.38 Million
Previous $3.24 Million 3.18%
% of portfolio
0.15%
Previous 0.16%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$26.42 - $28.83 $168,374 - $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

About DIMENSIONAL ETF TR


  • Ticker DFAU
  • Sector ETFs
  • Industry ETFs
More about DFAU
Track This Portfolio

Track Apella Capital, LLC Portfolio

Follow Apella Capital, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Apella Capital, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Apella Capital, LLC with notifications on news.