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
Quarter Operation Price Per share shares change shares Held SEC Form
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

About DIMENSIONAL ETF TR U S EQUITY


  • Ticker DFUS
  • Sector ETFs
  • Industry ETFs
More about DFUS
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.