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 $50.3 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
$50.3 Million
Previous $48.9 Million
3.67%
% of portfolio
2.11%
Previous 2.24%
Shares
6 transactions
Others Institutions Holding DFSD
# of Institutions
258Shares Held
46.3MCall Options Held
0Put Options Held
0-
Resources Investment Advisors, Llc. Overland Park, KS2.39MShares$113 Million1.35% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.37MShares$112 Million11.04% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$98.4 Million1.09% of portfolio
-
Di Nuzzo Private Wealth, Inc. Beaver, PA2MShares$94.6 Million15.04% of portfolio
-
Planning Center, Inc.1.97MShares$93.4 Million16.69% of portfolio