Apella Capital, LLC Incresed Positions in Q3 2024

Apella Capital, LLC

  • $2.41 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
390K
+ 4.64%
$31.05 - $34.29 $12.1M - $13.4M
8.81M $302M
BND
Vanguard Bd Index Fd Inc Total

ETFs
153K
+ 11.63%
$71.45 - $75.64 $11M - $11.6M
1.47M $111M
MGC
Vanguard Mega Cap ETF

ETFs
57K
+ 14.83%
$185.93 - $206.64 $10.6M - $11.8M
441K $91.2M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
114K
+ 6.43%
$76.38 - $78.87 $8.69M - $8.98M
1.88M $148M
BNDX
Vanguard Total International B

ETFs
173K
+ 7.67%
$48.42 - $50.35 $8.36M - $8.7M
2.43M $122M
DFAT
Dimensional ETF Tr U S Target

ETFs
108K
+ 6.54%
$51.0 - $57.07 $5.49M - $6.14M
1.75M $97.6M
VEA
Vanguard Ftse Developed Market

ETFs
105K
+ 9.48%
$47.6 - $53.31 $4.98M - $5.58M
1.21M $63.8M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
148K
+ 10.0%
$41.34 - $43.55 $6.12M - $6.45M
1.63M $70.3M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
67.1K
+ 6.9%
$41.9 - $48.26 $2.81M - $3.24M
1.04M $49.7M
DFIC
Dimensional ETF Tr Dimensional

ETFs
136K
+ 7.8%
$25.36 - $28.37 $3.44M - $3.85M
1.88M $52.8M
VTI
Vanguard Total Stock Market Et

ETFs
2.52K
+ 0.81%
$255.18 - $283.2 $644K - $715K
313K $88.7M
VTV
Vanguard Value ETF

ETFs
5.99K
+ 2.44%
$159.75 - $174.57 $957K - $1.05M
252K $44M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
15.5K
+ 5.49%
$112.99 - $126.45 $1.75M - $1.96M
299K $37.6M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
6.39K
+ 2.01%
$175.46 - $203.3 $1.12M - $1.3M
325K $65.9M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
77.8K
+ 7.59%
$25.21 - $28.46 $1.96M - $2.21M
1.1M $31M
VO
Vanguard Mid Cap ETF

ETFs
10.5K
+ 27.96%
$237.84 - $263.83 $2.5M - $2.78M
48.2K $12.7M
VB
Vanguard Small Cap ETF

ETFs
8.84K
+ 20.8%
$214.77 - $237.72 $1.9M - $2.1M
51.3K $12.2M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
5.05K
+ 1.61%
$83.76 - $91.82 $423K - $464K
319K $29.2M
LRCX
Lam Research Corp

Technology
2.97K
+ 938.92%
$731.56 - $1127.3 $2.17M - $3.34M
3.28K $2.68M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
40.4K
+ 9.4%
$47.7 - $48.54 $1.93M - $1.96M
471K $22.8M
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
20.8K
+ 3.43%
$31.15 - $35.67 $649K - $743K
628K $22.1M
QUAL
Ishares Msci Usa Quality Facto

ETFs
3.36K
+ 1.94%
$162.64 - $179.3 $547K - $603K
177K $31.6M
AAPL
Apple Inc.

Technology
1.26K
+ 1.61%
$207.23 - $234.82 $260K - $295K
79.1K $18.4M
SUB
Ishares Short Term National Mu

ETFs
14.9K
+ 6.29%
$104.3 - $106.3 $1.56M - $1.59M
252K $26.8M
DFSD
Dimensional ETF Tr Short Durat

ETFs
21.5K
+ 2.06%
$47.0 - $47.84 $1.01M - $1.03M
1.06M $50.7M
JNK
Spdr Bloomberg High Yield Bond

ETFs
13.4K
+ 9.69%
$93.65 - $97.81 $1.25M - $1.31M
151K $14.8M
IMTM
Ishares Msci Intl Momentum Fac

ETFs
20.2K
+ 3.84%
$35.7 - $41.13 $721K - $830K
546K $22M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.72K
+ 42.87%
$475.2 - $527.7 $1.29M - $1.44M
9.07K $4.79M
EMB
Ishares Tr

ETFs
12.7K
+ 17.99%
$87.75 - $93.74 $1.11M - $1.19M
83.1K $7.78M
AVDV
American Centy ETF Tr Avantis

ETFs
4.73K
+ 2.24%
$62.52 - $71.12 $296K - $336K
216K $15.3M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
2.58K
+ 1.62%
$69.31 - $77.34 $179K - $200K
162K $12.4M
VCIT
Vanguard Intermediate Term Cor

ETFs
8.89K
+ 6.28%
$79.29 - $84.02 $705K - $747K
150K $12.6M
DOCS
Doximity, Inc.

Healthcare
8.18K
+ 14.98%
$25.5 - $43.57 $209K - $356K
62.8K $2.73M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
551
+ 3.5%
$405.19 - $478.57 $223K - $264K
16.3K $7.51M
IQLT
Ishares Msci Intl Quality Fact

ETFs
9.76K
+ 4.17%
$37.37 - $41.82 $365K - $408K
244K $10.1M
EWX
Spdr S&P Emerging Markets Smal

ETFs
9.97K
+ 12.72%
$54.3 - $62.38 $541K - $622K
88.3K $5.51M
SPY
Spdr S&P 500 ETF Trust

ETFs
996
+ 8.61%
$517.38 - $573.86 $515K - $572K
12.6K $7.21M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
715
+ 0.61%
$113.45 - $126.18 $81.1K - $90.2K
118K $14.9M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
9.4K
+ 2.51%
$48.06 - $49.39 $452K - $464K
385K $19M
EEMV
Ishares Msci Emerging Markets

ETFs
178
+ 0.14%
$56.77 - $63.31 $10.1K - $11.3K
126K $7.89M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
7.67K
+ 2.61%
$49.93 - $51.15 $383K - $392K
302K $15.4M
CMF
Ishares California Muni Bond E

ETFs
10.4K
+ 33.94%
$56.65 - $58.17 $587K - $602K
40.9K $2.38M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
10.1K
+ 7.01%
$47.01 - $48.2 $475K - $487K
154K $7.42M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
490
+ 0.96%
$105.53 - $118.34 $51.7K - $58K
51.8K $6.05M
MCD
Mcdonalds Corp

Consumer Cyclical
780
+ 13.78%
$245.82 - $304.51 $192K - $238K
6.44K $1.96M
JNJ
Johnson & Johnson

Healthcare
752
+ 3.24%
$145.48 - $167.38 $109K - $126K
24K $3.89M
ACN
Accenture PLC

Technology
41
+ 0.44%
$295.44 - $355.81 $12.1K - $14.6K
9.45K $3.34M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
222
+ 0.26%
$75.63 - $84.89 $16.8K - $18.8K
85.2K $7.17M
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.44K
+ 4.33%
$113.41 - $125.62 $164K - $181K
34.8K $4.37M
Activity Summary
Buys All Purchases 206 New Holdings 20 Increased Positions 186 Sells All Sells 88 Reductions 88 Sold out 0 Options Calls 0 Puts 0
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