Apella Capital, LLC Dimensional ETF Tr Short Durat Transaction History
Apella Capital, LLC
- $2.18 Billion
- Q2 2024
A detailed history of Apella Capital, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Apella Capital, LLC holds 1,040,660 shares of DFSD stock, worth $49.6 Million. This represents 2.24% of its overall portfolio holdings.
Number of Shares
1,040,660
Previous 804,918
29.29%
Holding current value
$49.6 Million
Previous $37.9 Million
29.18%
% of portfolio
2.24%
Previous 1.92%
Shares
5 transactions
Others Institutions Holding DFSD
# of Institutions
251Shares Held
42.7MCall Options Held
0Put Options Held
0-
Beaird Harris Wealth Management, LLC Dallas, TX2.37MShares$113 Million11.04% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.18MShares$104 Million1.31% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$99 Million1.09% of portfolio
-
Di Nuzzo Private Wealth, Inc. Beaver, PA2MShares$95.3 Million16.24% of portfolio
-
Planning Center, Inc.1.97MShares$94 Million16.69% of portfolio