Apella Capital, LLC Dimensional ETF Tr Dimensional Transaction History
Apella Capital, LLC
- $2.41 Billion
- Q3 2024
A detailed history of Apella Capital, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Apella Capital, LLC holds 1,877,234 shares of DFIC stock, worth $49.5 Million. This represents 2.19% of its overall portfolio holdings.
Number of Shares
1,877,234
Previous 1,741,482
7.8%
Holding current value
$49.5 Million
Previous $45.8 Million
15.38%
% of portfolio
2.19%
Previous 2.1%
Shares
7 transactions
Others Institutions Holding DFIC
# of Institutions
362Shares Held
234MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc27MShares$712 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO25.7MShares$679 Million1.59% of portfolio
-
Forum Financial Management, LP Lombard, IL15.8MShares$416 Million8.47% of portfolio
-
Evensky & Katz LLC5.9MShares$156 Million10.81% of portfolio
-
Rw Investment Management LLC Eagle, ID4.86MShares$128 Million17.02% of portfolio