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
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 03, 2024

BUY
$47.0 - $47.84 $1.01 Million - $1.03 Million
21,484 Added 2.06%
1,062,144 $50.7 Million
Q2 2024

Jul 10, 2024

BUY
$46.64 - $47.15 $11 Million - $11.1 Million
235,742 Added 29.29%
1,040,660 $48.9 Million
Q1 2024

Apr 10, 2024

BUY
$46.78 - $47.19 $2.91 Million - $2.93 Million
62,121 Added 8.36%
804,918 $37.9 Million
Q4 2023

Jan 05, 2024

BUY
$46.16 - $47.09 $29.9 Million - $30.5 Million
648,535 Added 688.01%
742,797 $34.9 Million
Q3 2023

Oct 10, 2023

BUY
$46.24 - $46.65 $2.56 Million - $2.58 Million
55,386 Added 142.47%
94,262 $4.37 Million
Q2 2023

Jul 06, 2023

BUY
$46.28 - $46.83 $1.8 Million - $1.82 Million
38,876 New
38,876 $1.8 Million

Others Institutions Holding DFSD

About DIMENSIONAL ETF TR SHORT DURAT


  • Ticker DFSD
  • Sector ETFs
  • Industry ETFs
More about DFSD
Track This Portfolio

Track Apella Capital, LLC Portfolio

Follow Apella Capital, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Apella Capital, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Apella Capital, LLC with notifications on news.