Apella Capital, LLC Dimensional ETF Tr Transaction History
Apella Capital, LLC
- $2.18 Billion
- Q2 2024
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
Others Institutions Holding DFAU
# of Institutions
399Shares Held
105MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.38MShares$166 Million2.04% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$157 Million5.04% of portfolio
-
Modera Wealth Management, LLC4.01MShares$152 Million2.23% of portfolio
-
Aquire Wealth Advisors, LLC3.37MShares$128 Million42.46% of portfolio
-
Blankinship & Foster, LLC Solana Beach, CA2.77MShares$105 Million26.74% of portfolio