Apella Capital, LLC Dimensional ETF Tr U S Equity Transaction History
Apella Capital, LLC
- $2.18 Billion
- Q2 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 665,018 shares of DFUS stock, worth $39.6 Million. This represents 1.79% of its overall portfolio holdings.
Number of Shares
665,018
Previous 642,843
3.45%
Holding current value
$39.6 Million
Previous $36.6 Million
6.84%
% of portfolio
1.79%
Previous 1.86%
Shares
12 transactions
Others Institutions Holding DFUS
# of Institutions
602Shares Held
117MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO7.66MShares$456 Million4.95% of portfolio
-
Index Fund Advisors, Inc.5.99MShares$357 Million19.27% of portfolio
-
Plancorp, LLC5.12MShares$305 Million12.7% of portfolio
-
Envestnet Asset Management Inc4.2MShares$250 Million0.09% of portfolio
-
Mercer Global Advisors Inc Denver, CO3.79MShares$226 Million0.61% of portfolio