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 (DFUS). 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 | 1,224,259 | +62,139 | +5.3% | 1.79% | $90.8M | $74.17 |
| 2025 Q3 | REDUCED | 1,162,120 | -15,132 | -1.3% | 1.86% | $83.5M | $72.29 |
| 2025 Q2 | ADDED | 1,177,252 | +461,706 | +64.5% | 2.15% | $79.4M | $66.71 |
| 2025 Q1 | ADDED | 715,546 | +57,052 | +8.7% | 1.44% | $42.0M | $60.04 |
| 2024 Q4 | ADDED | 658,494 | +1,511 | +0.2% | 1.61% | $42.0M | $63.14 |
| 2024 Q3 | REDUCED | 656,983 | -8,035 | -1.2% | 1.66% | $40.5M | $61.40 |
| 2024 Q2 | ADDED | 665,018 | +22,175 | +3.4% | 1.78% | $39.9M | $57.94 |
| 2024 Q1 | REDUCED | 642,843 | -24,036 | -3.6% | 1.83% | $36.3M | $55.95 |
| 2023 Q4 | REDUCED | 666,879 | -9,543 | -1.4% | 1.89% | $33.9M | $50.78 |
| 2023 Q3 | REDUCED | 676,422 | -14,050 | -2.0% | 2.23% | $31.5M | $45.40 |
As of 2025 Q4 — sorted by position size