Apella Capital, LLC Dimensional ETF Tr Short Durat Transaction History
Apella Capital, LLC
- $2.88 Billion
- Q1 2025
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 2,694,401 shares of DFSD stock, worth $128 Million. This represents 4.45% of its overall portfolio holdings.
Number of Shares
2,694,401
Previous 1,671,180
61.23%
Holding current value
$128 Million
Previous $78.3 Million
63.46%
% of portfolio
4.45%
Previous 3.08%
Shares
8 transactions
Others Institutions Holding DFSD
# of Institutions
351Shares Held
67.8MCall Options Held
0Put Options Held
0-
Buckingham Strategic Partners Saint Louis, MO3.48MShares$166 Million2.69% of portfolio
-
Savant Capital, LLC3.03MShares$144 Million1.09% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.92MShares$139 Million1.73% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.64MShares$125 Million11.4% of portfolio
-
Planning Center, Inc.2.27MShares$108 Million17.94% of portfolio