Apella Capital, LLC Dimensional ETF Tr Short Durat Transaction History
Apella Capital, LLC
- $2.41 Billion
- Q3 2024
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 1,062,144 shares of DFSD stock, worth $49.7 Million. This represents 2.11% of its overall portfolio holdings.
Number of Shares
1,062,144
Previous 1,040,660
2.06%
Holding current value
$49.7 Million
Previous $48.9 Million
3.67%
% of portfolio
2.11%
Previous 2.24%
Shares
6 transactions
Others Institutions Holding DFSD
# of Institutions
260Shares Held
49.1MCall Options Held
0Put Options Held
0-
Beaird Harris Wealth Management, LLC Dallas, TX2.49MShares$117 Million11.0% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.39MShares$112 Million1.35% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$97.3 Million1.09% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.02MShares$94.7 Million2.21% of portfolio
-
Planning Center, Inc.2.01MShares$94.2 Million16.23% of portfolio