Ownership history in Apella Capital, LLC Β· 11 quarters on record
This page tracks every 13F SEC filing in which Apella Capital, LLC reported a position in DIMENSIONAL ETF TRUST (DFSD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Apella Capital, LLC underperformed the S&P 500 by β13.5% annually on this DFSD position. Timing score: 100% (10/10 decisions correct). Average cost basis: $45.66. Maximum drawdown during holding period: β0.0%.
β Significantly underperformed the S&P 500 by 13.5% ann.
10 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
10 of 10 add/trim decisions correct
Best entry: $41.34 (2023 Q2) Β· Worst: $47.95 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
11 adds Β· 0 trims. π Consistently bullish β fund kept accumulating this position.
π Apella Capital, LLC has been actively increasing its DFSD allocation β a bullish signal from insiders.
Currently 4.27% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.