Apella Capital, LLC Dimensional ETF Tr Inflation P Transaction History

Apella Capital, LLC

$2.54 Billion
Q4 2024

A detailed history of Apella Capital, LLC transactions in Dimensional ETF Tr Inflation P stock. As of the latest transaction made, Apella Capital, LLC holds 146,255 shares of DFIP stock, worth $6.05 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares

146,255

Previous 133,327 9.7%

Holding current value

$6.05 Million

Previous $5.64 Million 5.04%

% of portfolio

0.23%

Previous 0.23%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$40.31 - $42.43 $521,127 - $548,535	12,928 Added 9.7%	146,255 $5.92 Million
Q3 2024 Oct 03, 2024	SELL	$40.69 - $42.46 $39,509 - $41,228	-971 Reduced 0.72%	133,327 $5.64 Million
Q2 2024 Jul 10, 2024	SELL	$40.31 - $41.37 $214,368 - $220,005	-5,318 Reduced 3.81%	134,298 $5.48 Million
Q1 2024 Apr 10, 2024	SELL	$40.58 - $41.54 $679,999 - $696,085	-16,757 Reduced 10.72%	139,616 $5.76 Million
Q4 2023 Jan 05, 2024	BUY	$39.16 - $41.47 $4.96 Million - $5.25 Million	126,679 Added 426.61%	156,373 $6.46 Million
Q3 2023 Oct 10, 2023	BUY	$39.65 - $41.67 $420,964 - $442,410	10,617 Added 55.65%	29,694 $1.18 Million
Q2 2023 Jul 06, 2023	BUY	$41.16 - $43.19 $785,209 - $823,935	19,077 New	19,077 $788,000

Others Institutions Holding DFIP

# of Institutions

132

Shares Held

14.4M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR INFLATION P

Ticker DFIP
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Apella Capital, LLC Dimensional ETF Tr Inflation P Transaction History