Apella Capital, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Apella Capital, LLC
- $2.88 Billion
- Q1 2025
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 643,483 shares of DFNM stock, worth $30.5 Million. This represents 1.06% of its overall portfolio holdings.
Number of Shares
643,483
Previous 552,649
16.44%
Holding current value
$30.5 Million
Previous $26.4 Million
15.68%
% of portfolio
1.06%
Previous 1.04%
Shares
11 transactions
Others Institutions Holding DFNM
# of Institutions
241Shares Held
25MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.7MShares$128 Million3.53% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$56.8 Million0.64% of portfolio
-
Foster Group, Inc.1.14MShares$54.3 Million2.17% of portfolio
-
Geo Wealth Management, LLC Chicago, IL1.01MShares$47.8 Million1.65% of portfolio
-
First Ascent Asset Management, LLC901KShares$42.8 Million4.9% of portfolio