Apella Capital, LLC Incresed Positions in Q2 2025

Apella Capital, LLC

  • $3.51 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
969K
+ 8.21%
$29.12 - $35.84 $28.2M - $34.7M
12.8M $458M
DFUS
Dimensional ETF Tr U S Equity

ETFs
462K
+ 64.52%
$53.65 - $67.02 $24.8M - $30.9M
1.18M $78.9M
DFSD
Dimensional ETF Tr Short Durat

ETFs
702K
+ 26.06%
$47.09 - $48.01 $33.1M - $33.7M
3.4M $163M
VONE
Vanguard Russell 1000 ETF

ETFs
83.4K
+ 66.16%
$225.48 - $279.48 $18.8M - $23.3M
209K $58.5M
SPY
Spdr S&P 500 ETF Trust

ETFs
37.3K
+ 287.76%
$496.48 - $617.85 $18.5M - $23.1M
50.3K $31.1M
VTI
Vanguard Total Stock Market Et

ETFs
34K
+ 8.59%
$243.75 - $303.93 $8.3M - $10.3M
430K $131M
DFIC
Dimensional ETF Tr Dimensional

ETFs
392K
+ 12.04%
$24.94 - $31.15 $9.77M - $12.2M
3.65M $113M
DUHP
Dimensional ETF Tr Dimensional

ETFs
473K
+ 33.07%
$29.36 - $35.56 $13.9M - $16.8M
1.9M $67.6M
QQQ
Invesco Qqq Trust, Series 1

ETFs
33.6K
+ 824.1%
$416.06 - $551.64 $14M - $18.5M
37.6K $20.8M
AVEM
American Centy ETF Tr Avantis

ETFs
180K
+ 37.67%
$53.08 - $68.54 $9.55M - $12.3M
658K $45.1M
AVDE
American Centy ETF Tr Avantis

ETFs
133K
+ 32.38%
$59.32 - $74.36 $7.87M - $9.86M
542K $40.1M
AAPL
Apple Inc.

Technology
70.5K
+ 61.96%
$172.42 - $223.89 $12.2M - $15.8M
184K $37.8M
GOOG
Alphabet Inc.

Communication Services
64.5K
+ 643.57%
$146.58 - $180.01 $9.46M - $11.6M
74.5K $13.2M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
108K
+ 8.53%
$39.89 - $49.46 $4.31M - $5.34M
1.37M $68M
MSFT
Microsoft Corp

Technology
1.07K
+ 1.36%
$354.56 - $497.45 $379K - $531K
79.8K $39.7M
VEA
Vanguard Ftse Developed Market

ETFs
41.5K
+ 3.34%
$45.65 - $57.01 $1.89M - $2.37M
1.28M $73.1M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
186K
+ 954.92%
$50.36 - $50.68 $9.39M - $9.45M
206K $10.4M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
198K
+ 61.87%
$45.12 - $46.23 $8.92M - $9.14M
517K $23.9M
MGC
Vanguard Mega Cap ETF

ETFs
4.14K
+ 1.28%
$179.23 - $224.92 $742K - $931K
327K $73.6M
VUG
Vanguard Growth ETF

ETFs
18.3K
+ 159.77%
$329.49 - $438.4 $6.03M - $8.03M
29.8K $13.1M
MA
Mastercard Inc

Financial Services
15.6K
+ 2387.9%
$479.92 - $590.74 $7.48M - $9.21M
16.2K $9.13M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
328K
+ 64.22%
$24.98 - $25.66 $8.18M - $8.41M
838K $21.4M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
61.9K
+ 906.73%
$114.78 - $133.31 $7.11M - $8.26M
68.8K $9.17M
DIHP
Dimensional ETF Tr Dimensional

ETFs
223K
+ 31.48%
$24.32 - $29.74 $5.42M - $6.63M
931K $27.4M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
150K
+ 62.31%
$47.89 - $48.65 $7.18M - $7.29M
391K $19M
VO
Vanguard Mid Cap ETF

ETFs
20.1K
+ 34.99%
$228.54 - $279.83 $4.58M - $5.61M
77.4K $21.7M
VONG
Vanguard Russell 1000 Growth E

ETFs
40.4K
+ 27.76%
$82.51 - $109.2 $3.33M - $4.41M
186K $20.3M
AVDV
American Centy ETF Tr Avantis

ETFs
41.2K
+ 10.83%
$61.76 - $79.32 $2.55M - $3.27M
422K $33.5M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
8.89K
+ 33.55%
$456.74 - $568.03 $4.06M - $5.05M
35.4K $20.1M
DFAX
Dimensional ETF Tr
114K
+ 10.75%
$23.37 - $29.39 $2.67M - $3.35M
1.17M $34.5M
IEFA
Ishares Tr

ETFs
54.6K
+ 20.76%
$67.83 - $84.09 $3.7M - $4.59M
318K $26.5M
VB
Vanguard Small Cap ETF

ETFs
22.1K
+ 37.1%
$193.73 - $237.37 $4.28M - $5.25M
81.7K $19.4M
AVLV
American Centy ETF Tr Avantis
82K
+ 68.4%
$56.85 - $68.21 $4.66M - $5.59M
202K $13.8M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
140K
+ 311.22%
$32.66 - $40.75 $4.59M - $5.72M
186K $7.51M
GOOGL
Alphabet Inc.

Communication Services
29.3K
+ 228.2%
$144.7 - $178.6 $4.23M - $5.22M
42.1K $7.41M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
100K
+ 47.01%
$50.09 - $51.09 $5.02M - $5.12M
313K $16M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
215K
+ 87.49%
$22.4 - $23.8 $4.83M - $5.13M
462K $11M
DFAT
Dimensional ETF Tr U S Target

ETFs
19.5K
+ 1.19%
$44.8 - $53.97 $874K - $1.05M
1.66M $89.4M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
108K
+ 5.28%
$41.1 - $42.37 $4.43M - $4.57M
2.15M $90.8M
NVDA
Nvidia Corp

Technology
2.49K
+ 2.74%
$94.31 - $157.99 $235K - $393K
93.2K $14.7M
BRK-A
Berkshire Hathaway Inc

Financial Services
7
+ 233.33%
$725400.0 - $809350.0 $5.08M - $5.67M
10 $7.29M
SPIB
Spdr Portfolio Intermediate Te

ETFs
142K
+ 66.15%
$32.62 - $33.58 $4.63M - $4.76M
356K $12M
V
Visa Inc.

Financial Services
12.6K
+ 422.88%
$308.27 - $373.31 $3.9M - $4.72M
15.6K $5.55M
VV
Vanguard Large Cap ETF

ETFs
15.5K
+ 1572.21%
$228.25 - $285.3 $3.54M - $4.42M
16.5K $4.7M
PM
Philip Morris International Inc.

Consumer Defensive
22.9K
+ 527.22%
$149.23 - $184.95 $3.42M - $4.24M
27.3K $4.97M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
1.24K
+ 0.09%
$23.4 - $29.68 $29K - $36.7K
1.36M $40.3M
JPM
Jpmorgan Chase & CO

Financial Services
9.59K
+ 75.52%
$210.28 - $289.91 $2.02M - $2.78M
22.3K $6.46M
EMB
Ishares Tr

ETFs
30.5K
+ 24.99%
$86.54 - $92.62 $2.64M - $2.82M
152K $14.1M
BND
Vanguard Bd Index Fd Inc Total

ETFs
34.7K
+ 2.31%
$72.02 - $73.82 $2.5M - $2.56M
1.53M $113M
Activity Summary
Buys All Purchases 290 New Holdings 44 Increased Positions 246 Sells All Sells 108 Reductions 108 Sold out 0 Options Calls 0 Puts 0
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