Apella Capital, LLC Dimensional ETF Tr Dimensional Transaction History
Apella Capital, LLC
- $2.88 Billion
- Q1 2025
A detailed history of Apella Capital, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Apella Capital, LLC holds 1,429,319 shares of DUHP stock, worth $47 Million. This represents 1.63% of its overall portfolio holdings.
Number of Shares
1,429,319
Previous 532,179
168.58%
Holding current value
$47 Million
Previous $18 Million
161.11%
% of portfolio
1.63%
Previous 0.71%
Shares
4 transactions
Others Institutions Holding DUHP
# of Institutions
394Shares Held
220MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc38.2MShares$1.26 Billion0.43% of portfolio
-
Mercer Global Advisors Inc Denver, CO35.7MShares$1.17 Billion2.98% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$268 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC6.91MShares$227 Million15.68% of portfolio
-
Forum Financial Management, LP Lombard, IL6.87MShares$226 Million4.6% of portfolio