Apella Capital, LLC Dimensional ETF Tr Transaction History
Apella Capital, LLC
- $1.97 Billion
- Q1 2024
A detailed history of Apella Capital, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Apella Capital, LLC holds 883,427 shares of DFAX stock, worth $22.5 Million. This represents 1.14% of its overall portfolio holdings.
Number of Shares
883,427
Previous 917,327
3.7%
Holding current value
$22.5 Million
Previous $22.4 Million
0.33%
% of portfolio
1.14%
Previous 1.24%
Shares
11 transactions
Others Institutions Holding DFAX
# of Institutions
470Shares Held
211MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.5MShares$294 Million3.33% of portfolio
-
Envestnet Asset Management Inc11MShares$280 Million0.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.42MShares$189 Million0.1% of portfolio
-
Geometric Wealth Advisors6.44MShares$164 Million39.35% of portfolio
-
Commonwealth Equity Services, LLC5.73MShares$146 Million0.24% of portfolio