Apella Capital, LLC Dimensional ETF Tr Dimensional Transaction History
Apella Capital, LLC
- $3.51 Billion
- Q2 2025
A detailed history of Apella Capital, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Apella Capital, LLC holds 3,646,621 shares of DFIC stock, worth $117 Million. This represents 3.23% of its overall portfolio holdings.
Number of Shares
3,646,621
Previous 3,254,844
12.04%
Holding current value
$117 Million
Previous $91.2 Million
24.31%
% of portfolio
3.23%
Previous 3.17%
Shares
10 transactions
Others Institutions Holding DFIC
# of Institutions
509Shares Held
295MCall Options Held
6.6KPut Options Held
3.9K-
Mercer Global Advisors Inc Denver, CO30.9MShares$993 Million2.0% of portfolio
-
Envestnet Asset Management Inc28.8MShares$924 Million0.27% of portfolio
-
Forum Financial Management, LP Lombard, IL16MShares$513 Million8.62% of portfolio
-
Evensky & Katz LLC6.15MShares$197 Million11.67% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.09MShares$163 Million0.21% of portfolio