Apella Capital, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Apella Capital, LLC
- $2.18 Billion
- Q2 2024
A detailed history of Apella Capital, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Apella Capital, LLC holds 430,157 shares of DFNM stock, worth $20.7 Million. This represents 0.94% of its overall portfolio holdings.
Number of Shares
430,157
Previous 272,127
58.07%
Holding current value
$20.7 Million
Previous $13.1 Million
57.02%
% of portfolio
0.94%
Previous 0.66%
Shares
8 transactions
Others Institutions Holding DFNM
# of Institutions
176Shares Held
20.5MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.66MShares$128 Million3.7% of portfolio
-
Foster Group, Inc.1.26MShares$60.4 Million3.0% of portfolio
-
Geo Wealth Management, LLC Chicago, IL932KShares$44.8 Million1.81% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO924KShares$44.4 Million0.5% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.3 Million4.9% of portfolio