Apella Capital, LLC Dimensional ETF Tr Dimensional Transaction History
Apella Capital, LLC
- $2.18 Billion
- Q2 2024
A detailed history of Apella Capital, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Apella Capital, LLC holds 1,741,482 shares of DFIC stock, worth $47.7 Million. This represents 2.1% of its overall portfolio holdings.
Number of Shares
1,741,482
Previous 1,135,884
53.32%
Holding current value
$47.7 Million
Previous $30.4 Million
50.68%
% of portfolio
2.1%
Previous 1.54%
Shares
6 transactions
Others Institutions Holding DFIC
# of Institutions
342Shares Held
218MCall Options Held
900Put Options Held
0-
Envestnet Asset Management Inc23.8MShares$652 Million0.22% of portfolio
-
Mercer Global Advisors Inc Denver, CO23.3MShares$639 Million1.55% of portfolio
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Forum Financial Management, LP Lombard, IL15.3MShares$418 Million8.27% of portfolio
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Evensky & Katz LLC5.74MShares$157 Million10.51% of portfolio
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Rw Investment Management LLC Eagle, ID4.71MShares$129 Million16.75% of portfolio