Apella Capital, LLC Dimensional ETF Tr Short Durat Transaction History
Apella Capital, LLC
- $3.51 Billion
- Q2 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 3,396,458 shares of DFSD stock, worth $163 Million. This represents 4.64% of its overall portfolio holdings.
Number of Shares
3,396,458
Previous 2,694,401
26.06%
Holding current value
$163 Million
Previous $128 Million
27.33%
% of portfolio
4.64%
Previous 4.45%
Shares
9 transactions
Others Institutions Holding DFSD
# of Institutions
354Shares Held
68.9MCall Options Held
0Put Options Held
0-
Buckingham Strategic Partners Saint Louis, MO3.48MShares$167 Million2.69% of portfolio
-
Savant Capital, LLC3.03MShares$145 Million1.09% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.92MShares$140 Million1.73% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.64MShares$126 Million11.4% of portfolio
-
Planning Center, Inc.2.27MShares$109 Million17.94% of portfolio