Apella Capital, LLC Dimensional ETF Tr Core Fxd In Transaction History
Apella Capital, LLC
- $2.18 Billion
- Q2 2024
A detailed history of Apella Capital, LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Apella Capital, LLC holds 1,480,368 shares of DFCF stock, worth $62 Million. This represents 2.82% of its overall portfolio holdings.
Number of Shares
1,480,368
Previous 1,184,046
25.03%
Holding current value
$62 Million
Previous $49.7 Million
23.81%
% of portfolio
2.82%
Previous 2.52%
Shares
8 transactions
Others Institutions Holding DFCF
# of Institutions
291Shares Held
80.3MCall Options Held
0Put Options Held
0-
Truepoint, Inc.9.94MShares$416 Million12.05% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA6.95MShares$291 Million10.95% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.63MShares$110 Million11.04% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.27MShares$95.1 Million24.6% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS1.88MShares$78.6 Million1.26% of portfolio