Apella Capital, LLC Dimensional ETF Tr U S Target Transaction History
Apella Capital, LLC
- $3.51 Billion
- Q2 2025
A detailed history of Apella Capital, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Apella Capital, LLC holds 1,657,077 shares of DFAT stock, worth $94.9 Million. This represents 2.55% of its overall portfolio holdings.
Number of Shares
1,657,077
Previous 1,637,566
1.19%
Holding current value
$94.9 Million
Previous $84.3 Million
6.04%
% of portfolio
2.55%
Previous 2.93%
Shares
17 transactions
Others Institutions Holding DFAT
# of Institutions
776Shares Held
169MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$807 Million0.66% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$712 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL9.35MShares$535 Million8.76% of portfolio
-
Index Fund Advisors, Inc.6.17MShares$353 Million19.45% of portfolio
-
Savant Capital, LLC4.95MShares$283 Million1.74% of portfolio