Apella Capital, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Apella Capital, LLC
- $3.51 Billion
- Q2 2025
A detailed history of Apella Capital, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Apella Capital, LLC holds 611,392 shares of DFNM stock, worth $29 Million. This represents 0.83% of its overall portfolio holdings.
Number of Shares
611,392
Previous 643,483
4.99%
Holding current value
$29 Million
Previous $30.5 Million
5.07%
% of portfolio
0.83%
Previous 1.06%
Shares
12 transactions
Others Institutions Holding DFNM
# of Institutions
250Shares Held
27MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.64MShares$125 Million3.2% of portfolio
-
Foster Group, Inc.1.5MShares$71.4 Million2.55% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$56.8 Million0.64% of portfolio
-
First Ascent Asset Management, LLC901KShares$42.8 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL862KShares$40.9 Million1.71% of portfolio