Apella Capital, LLC Dimensional ETF Tr U S Equity Transaction History

Apella Capital, LLC

$2.54 Billion
Q4 2024

A detailed history of Apella Capital, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Apella Capital, LLC holds 658,494 shares of DFUS stock, worth $42.9 Million. This represents 1.65% of its overall portfolio holdings.

Number of Shares

658,494

Previous 656,983 0.23%

Holding current value

$42.9 Million

Previous $40.9 Million 2.79%

% of portfolio

1.65%

Previous 1.7%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$61.52 - $66.5 $92,956 - $100,481	1,511 Added 0.23%	658,494 $42 Million
Q3 2024 Oct 03, 2024	SELL	$56.04 - $62.2 $450,281 - $499,777	-8,035 Reduced 1.21%	656,983 $40.9 Million
Q2 2024 Jul 10, 2024	BUY	$53.83 - $59.14 $1.19 Million - $1.31 Million	22,175 Added 3.45%	665,018 $39.1 Million
Q1 2024 Apr 10, 2024	SELL	$50.79 - $56.98 $1.22 Million - $1.37 Million	-24,036 Reduced 3.6%	642,843 $36.6 Million
Q4 2023 Jan 05, 2024	SELL	$44.51 - $52.0 $424,758 - $496,236	-9,543 Reduced 1.41%	666,879 $34.6 Million
Q3 2023 Oct 10, 2023	SELL	$46.29 - $49.87 $650,374 - $700,673	-14,050 Reduced 2.03%	676,422 $31.5 Million
Q2 2023 Jul 06, 2023	BUY	$43.77 - $48.16 $11.5 Million - $12.6 Million	262,252 Added 61.24%	690,472 $33.3 Million
Q4 2022 Jan 10, 2023	BUY	$38.86 - $44.32 $422,563 - $481,935	10,874 Added 2.61%	428,220 $0
Q3 2022 Oct 11, 2022	SELL	$38.82 - $46.57 $12,422 - $14,902	-320 Reduced 0.08%	417,346 $16.2 Million
Q2 2022 Jul 08, 2022	BUY	$39.62 - $49.51 $16.5 Million - $20.7 Million	417,666 New	417,666 $17 Million
Q1 2022 Apr 11, 2022	SELL	$45.16 - $52.01 $19.6 Million - $22.5 Million	-433,311 Closed	0 $0
Q4 2021 Jan 13, 2022	SELL	$47.05 - $51.98 $76,879 - $84,935	-1,634 Reduced 0.38%	433,311 $22.4 Million
Q3 2021 Oct 12, 2021	BUY	$46.48 - $49.7 $133,258 - $142,489	2,867 Added 0.66%	434,945 $20.7 Million
Q2 2021 Jan 18, 2022	BUY	$45.75 - $47.12 $19.8 Million - $20.4 Million	432,078 New	432,078 $20.4 Million

Others Institutions Holding DFUS

# of Institutions

723

Shares Held

162M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR U S EQUITY

Ticker DFUS
Sector ETFs
Industry ETFs

More about DFUS

Track This Portfolio

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.

Account

Apella Capital, LLC Dimensional ETF Tr U S Equity Transaction History