Apella Capital, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Apella Capital, LLC
- $2.41 Billion
- Q3 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 470,603 shares of DFNM stock, worth $22.5 Million. This represents 0.95% of its overall portfolio holdings.
Number of Shares
470,603
Previous 430,157
9.4%
Holding current value
$22.5 Million
Previous $20.5 Million
11.17%
% of portfolio
0.95%
Previous 0.94%
Shares
9 transactions
Others Institutions Holding DFNM
# of Institutions
202Shares Held
22.1MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.61MShares$125 Million3.47% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.1 Million0.64% of portfolio
-
Foster Group, Inc.1.19MShares$57 Million2.25% of portfolio
-
Geo Wealth Management, LLC Chicago, IL958KShares$45.7 Million1.71% of portfolio
-
First Ascent Asset Management, LLC901KShares$43 Million4.9% of portfolio