Ownership history in Apella Capital, LLC · 12 quarters on record
This page tracks every 13F SEC filing in which Apella Capital, LLC reported a position in DIMENSIONAL ETF TRUST (DFEM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 1,372,117 | +37,379 | +2.8% | 0.90% | $45.4M | $33.08 |
| 2025 Q3 | REDUCED | 1,334,738 | -24,592 | -1.8% | 0.97% | $43.4M | $31.87 |
| 2025 Q2 | ADDED | 1,359,330 | +1,238 | +0.1% | 1.09% | $40.2M | $29.26 |
| 2025 Q1 | REDUCED | 1,358,092 | -40,160 | -2.9% | 1.16% | $33.9M | $25.86 |
| 2024 Q4 | ADDED | 1,398,252 | +295,252 | +26.8% | 1.40% | $36.6M | $25.54 |
| 2024 Q3 | ADDED | 1,103,000 | +77,782 | +7.6% | 1.30% | $31.7M | $27.27 |
| 2024 Q2 | ADDED | 1,025,218 | +105,849 | +11.5% | 1.25% | $28.0M | $25.65 |
| 2024 Q1 | ADDED | 919,369 | +114,347 | +14.2% | 1.21% | $23.9M | $24.29 |
| 2023 Q4 | ADDED | 805,022 | +602,252 | +297.0% | 1.10% | $19.7M | $23.75 |
| 2023 Q3 | ADDED | 202,770 | +75,138 | +58.9% | 0.33% | $4.7M | $22.07 |
As of 2025 Q4 — sorted by position size