Apella Capital, LLC Dimensional ETF Tr U S Equity Transaction History
Apella Capital, LLC
- $2.41 Billion
- Q3 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 656,983 shares of DFUS stock, worth $42.7 Million. This represents 1.7% of its overall portfolio holdings.
Number of Shares
656,983
Previous 665,018
1.21%
Holding current value
$42.7 Million
Previous $39.1 Million
4.42%
% of portfolio
1.7%
Previous 1.79%
Shares
13 transactions
Others Institutions Holding DFUS
# of Institutions
640Shares Held
123MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$517 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$381 Million19.88% of portfolio
-
Plancorp, LLC5.04MShares$328 Million12.91% of portfolio
-
Envestnet Asset Management Inc4.12MShares$268 Million0.08% of portfolio
-
Creative Planning Overland Park, KS3.67MShares$238 Million0.23% of portfolio