Ownership history in Apella Capital, LLC · 16 quarters on record
This page tracks every 13F SEC filing in which Apella Capital, LLC reported a position in DIMENSIONAL ETF TRUST (DFIV). 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 | REDUCED | 1,145,849 | -21,343 | -1.8% | 1.13% | $57.2M | $49.90 |
| 2025 Q3 | REDUCED | 1,167,192 | -42,193 | -3.5% | 1.19% | $53.6M | $45.77 |
| 2025 Q2 | REDUCED | 1,209,385 | -20,734 | -1.7% | 1.40% | $51.7M | $42.32 |
| 2025 Q1 | REDUCED | 1,230,119 | -29,182 | -2.3% | 1.57% | $45.7M | $38.22 |
| 2024 Q4 | REDUCED | 1,259,301 | -8,277 | -0.7% | 1.71% | $44.7M | $34.33 |
| 2024 Q3 | ADDED | 1,267,578 | +80,522 | +6.8% | 1.97% | $48.0M | $36.49 |
| 2024 Q2 | ADDED | 1,187,056 | +75,750 | +6.8% | 1.93% | $43.2M | $34.22 |
| 2024 Q1 | ADDED | 1,111,306 | +59,325 | +5.6% | 2.09% | $41.4M | $34.31 |
| 2023 Q4 | ADDED | 1,051,981 | +275,051 | +35.4% | 2.00% | $35.9M | $32.01 |
| 2023 Q3 | ADDED | 776,930 | +90,302 | +13.2% | 1.79% | $25.3M | $30.09 |
As of 2025 Q4 — sorted by position size