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 $164 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
$164 Million
Previous $128 Million
27.33%
% of portfolio
4.64%
Previous 4.45%
Shares
9 transactions
Others Institutions Holding DFSD
# of Institutions
371Shares Held
76.1MCall Options Held
0Put Options Held
0-
Buckingham Strategic Partners Saint Louis, MO3.9MShares$188 Million2.67% of portfolio
-
Savant Capital, LLC3.66MShares$177 Million1.15% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.07MShares$148 Million1.76% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.58MShares$125 Million10.42% of portfolio
-
Planning Center, Inc.2.33MShares$112 Million17.31% of portfolio