Apella Capital, LLC Dimensional ETF Tr Dimensional Transaction History

Apella Capital, LLC

$1.97 Billion
Q1 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 1,135,884 shares of DFIC stock, worth $30.3 Million. This represents 1.54% of its overall portfolio holdings.

Number of Shares

1,135,884

Previous 868,967 30.72%

Holding current value

$30.3 Million

Previous $22.2 Million 36.96%

% of portfolio

1.54%

Previous 1.23%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 10, 2024	BUY	$24.62 - $26.83 $6.57 Million - $7.16 Million	266,917 Added 30.72%	1,135,884 $30.4 Million
Q4 2023 Jan 05, 2024	BUY	$22.18 - $25.58 $16.4 Million - $18.9 Million	737,810 Added 562.54%	868,967 $22.2 Million
Q3 2023 Oct 10, 2023	BUY	$23.25 - $25.17 $2.42 Million - $2.62 Million	104,256 Added 387.55%	131,157 $3.06 Million
Q2 2023 Jul 06, 2023	SELL	$23.45 - $24.88 $89,344 - $94,792	-3,810 Reduced 12.41%	26,901 $652,000
Q4 2022 Jan 10, 2023	BUY	$20.72 - $23.03 $636,331 - $707,274	30,711 New	30,711 $0

Others Institutions Holding DFIC

# of Institutions

327

Shares Held

198M

Call Options Held

100

Put Options Held

100

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIC
Sector ETFs
Industry ETFs

More about DFIC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Apella Capital, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Apella Capital, LLC with notifications on news.

Account

Apella Capital, LLC Dimensional ETF Tr Dimensional Transaction History