Apella Capital, LLC Purchases in Q4 2024

Apella Capital, LLC

  • $2.54 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
1.79M
+ 20.32%
$33.92 - $36.6 $60.7M - $65.5M
10.6M $367M
DFSD
Dimensional ETF Tr Short Durat

ETFs
609K
+ 57.34%
$46.75 - $47.8 $28.5M - $29.1M
1.67M $78.3M
DFIC
Dimensional ETF Tr Dimensional

ETFs
925K
+ 49.29%
$25.61 - $28.0 $23.7M - $25.9M
2.8M $72.4M
DUHP
Dimensional ETF Tr Dimensional

ETFs
477K
+ 868.94%
$33.62 - $35.69 $16M - $17M
532K $18M
VONE
Vanguard Russell 1000 ETF

ETFs
34.8K
New
$257.18 - $277.76 $8.94M - $9.65M
34.8K $9.27M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
281K
+ 17.26%
$41.17 - $43.34 $11.6M - $12.2M
1.91M $79M
AVEM
American Centy ETF Tr Avantis

ETFs
144K
+ 222.96%
$58.59 - $66.14 $8.42M - $9.51M
208K $12.2M
VGIT
Vanguard Intermediate Term Tre

ETFs
136K
+ 742.99%
$57.78 - $60.4 $7.84M - $8.19M
154K $8.93M
VTI
Vanguard Total Stock Market Et

ETFs
18.7K
+ 5.98%
$280.04 - $302.45 $5.24M - $5.66M
332K $96.2M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
92.6K
+ 212.65%
$77.86 - $79.27 $7.21M - $7.34M
136K $10.6M
VCIT
Vanguard Intermediate Term Cor

ETFs
87.2K
+ 57.96%
$80.13 - $83.77 $6.99M - $7.31M
238K $19.1M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
295K
+ 26.77%
$26.16 - $28.82 $7.72M - $8.51M
1.4M $36.6M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
101K
+ 26.15%
$48.33 - $49.08 $4.86M - $4.94M
485K $23.5M
AVDE
American Centy ETF Tr Avantis

ETFs
83.9K
+ 48.6%
$60.9 - $66.69 $5.11M - $5.6M
257K $15.7M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
83.6K
+ 198.4%
$45.07 - $47.1 $3.77M - $3.94M
126K $5.68M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
82K
+ 17.43%
$47.65 - $48.6 $3.91M - $3.99M
553K $26.4M
AVDV
American Centy ETF Tr Avantis

ETFs
65.8K
+ 30.43%
$63.85 - $70.4 $4.2M - $4.63M
282K $18.4M
REET
Ishares Global Reit ETF

ETFs
110K
New
$23.43 - $26.54 $2.57M - $2.92M
110K $2.63M
VGSH
Vanguard

ETFs
44.6K
+ 53.67%
$58.02 - $58.88 $2.59M - $2.63M
128K $7.43M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
91.8K
New
$24.94 - $26.14 $2.29M - $2.4M
91.8K $2.29M
AVLV
American Centy ETF Tr Avantis
31.4K
New
$65.51 - $71.22 $2.06M - $2.24M
31.4K $2.1M
SUB
Ishares Short Term National Mu

ETFs
20.7K
+ 8.19%
$104.94 - $106.2 $2.17M - $2.19M
273K $28.8M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
37.9K
New
$47.58 - $48.56 $1.8M - $1.84M
37.9K $1.81M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
35.8K
+ 154.77%
$49.87 - $52.46 $1.79M - $1.88M
58.9K $2.94M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
11.8K
New
$115.08 - $119.55 $1.36M - $1.41M
11.8K $1.36M
SPIB
Spdr Portfolio Intermediate Te

ETFs
37.4K
New
$32.65 - $33.68 $1.22M - $1.26M
37.4K $1.22M
DFAR
Dimensional ETF Tr Dimensional

ETFs
55.7K
+ 180.04%
$22.72 - $25.76 $1.26M - $1.43M
86.6K $2.01M
VB
Vanguard Small Cap ETF

ETFs
4.26K
+ 8.3%
$233.76 - $261.58 $995K - $1.11M
55.6K $13.4M
DFUS
Dimensional ETF Tr U S Equity

ETFs
1.51K
+ 0.23%
$61.52 - $66.5 $93K - $100K
658K $42M
AMZN
Amazon Com Inc

Consumer Cyclical
1.32K
+ 5.13%
$180.88 - $232.93 $239K - $308K
27.1K $5.94M
VXF
Vanguard Extended Market ETF

ETFs
5.78K
New
$179.17 - $207.15 $1.04M - $1.2M
5.78K $1.1M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
28.5K
New
$33.7 - $37.69 $960K - $1.07M
28.5K $978K
DOCS
Doximity, Inc.

Healthcare
6.55K
+ 10.44%
$41.25 - $61.25 $270K - $401K
69.3K $3.7M
VO
Vanguard Mid Cap ETF

ETFs
3.15K
+ 6.54%
$261.5 - $284.63 $824K - $897K
51.3K $13.6M
MUB
Ishares National Muni Bond ETF

ETFs
11.2K
+ 4.82%
$105.78 - $108.7 $1.18M - $1.22M
243K $25.9M
EMB
Ishares Tr

ETFs
12K
+ 14.42%
$88.94 - $93.46 $1.07M - $1.12M
95.1K $8.47M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
11.9K
New
$51.58 - $52.91 $614K - $630K
11.9K $616K
BSCU
Invesco Exc Self Ind Tr

ETFs
36.1K
New
$16.32 - $16.99 $590K - $614K
36.1K $591K
SPY
Spdr S&P 500 ETF Trust

ETFs
713
+ 5.67%
$567.81 - $607.81 $405K - $433K
13.3K $7.78M
ZM
Zoom Video Communications, Inc.

Technology
2.25K
+ 7.72%
$67.21 - $89.03 $151K - $200K
31.4K $2.56M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
20.5K
New
$23.29 - $23.93 $477K - $490K
20.5K $480K
AVUS
American Centy ETF Tr Avantis

ETFs
1.16K
+ 0.61%
$94.36 - $102.06 $110K - $118K
191K $18.5M
NVDA
Nvidia Corp

Technology
217
+ 0.69%
$117.0 - $148.88 $25.4K - $32.3K
31.9K $4.28M
COST
Costco Wholesale Corp

Consumer Defensive
317
+ 12.04%
$873.59 - $994.69 $277K - $315K
2.95K $2.7M
MAR
Marriott International Inc

Consumer Cyclical
1.19K
+ 131.79%
$246.06 - $292.59 $294K - $349K
2.1K $585K
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
5.71K
New
$62.71 - $68.47 $358K - $391K
5.71K $359K
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
18.5K
New
$19.11 - $20.04 $353K - $370K
18.5K $354K
CRM
Salesforce, Inc.

Technology
3
+ 0.05%
$270.87 - $367.87 $813 - $1.1K
5.48K $1.83M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
17.2K
+ 8.46%
$24.61 - $25.12 $422K - $431K
220K $5.44M
Activity Summary
Buys All Purchases 214 New Holdings 35 Increased Positions 179 Sells All Sells 108 Reductions 108 Sold out 0 Options Calls 0 Puts 0
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.

Choose your preferred platform and Sign Up 👇 Telegram Email