Apella Capital, LLC Dimensional ETF Tr Short Durat Transaction History
Apella Capital, LLC
- $2.88 Billion
- Q1 2025
A detailed history of Apella Capital, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Apella Capital, LLC holds 2,694,401 shares of DFSD stock, worth $128 Million. This represents 4.45% of its overall portfolio holdings.
Number of Shares
2,694,401
Previous 1,671,180
61.23%
Holding current value
$128 Million
Previous $78.3 Million
63.46%
% of portfolio
4.45%
Previous 3.08%
Shares
8 transactions
Others Institutions Holding DFSD
# of Institutions
331Shares Held
66.6MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH4.17MShares$198 Million1.31% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.98MShares$142 Million2.55% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.71MShares$129 Million1.54% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.59MShares$123 Million11.2% of portfolio
-
Savant Capital, LLC2.31MShares$110 Million0.88% of portfolio