Apella Capital, LLC Dimensional ETF Tr Dimensional Transaction History
Apella Capital, LLC
- $3.51 Billion
- Q2 2025
A detailed history of Apella Capital, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Apella Capital, LLC holds 1,902,011 shares of DUHP stock, worth $70.1 Million. This represents 1.93% of its overall portfolio holdings.
Number of Shares
1,902,011
Previous 1,429,319
33.07%
Holding current value
$70.1 Million
Previous $47 Million
44.05%
% of portfolio
1.93%
Previous 1.63%
Shares
5 transactions
Others Institutions Holding DUHP
# of Institutions
453Shares Held
241MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO38.1MShares$1.4 Billion2.93% of portfolio
-
Envestnet Asset Management Inc36.5MShares$1.35 Billion0.4% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$300 Million11.99% of portfolio
-
Forum Financial Management, LP Lombard, IL7.17MShares$264 Million4.42% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$260 Million15.92% of portfolio