Apella Capital, LLC DFCA — DIMENSIONAL ETF TRUST

Ownership history in Apella Capital, LLC  ·  6 quarters on record

AI Ownership Summary

Apella Capital, LLC reported DIMENSIONAL ETF TRUST (DFCA) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 0.02% in 2024 Q4. The latest visible filing shows DFCA at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DFCA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Apella Capital, LLC's position in DIMENSIONAL ETF TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

DFCA was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

DFCA stock page Apella Capital, LLC fund profile Apella Capital, LLC full holdings
How Apella Capital, LLC held DFCA — position size vs. price
% of Fund (quarterly)    DFCA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 10,579 +1,327 +14.3% 0.01% $530K 2026-07-08 $50.05
2026 Q1 ADDED — — — 9,252 +1,863 +25.2% 0.01% $465K 2026-04-20 $49.90
2025 Q4 ADDED — — — 7,389 +2,114 +40.1% 0.01% $370K 2026-01-21 $49.76
2025 Q3 REDUCED 50.6% +1.3% ❌ 5,275 -5,408 -50.6% 0.01% $265K 2025-10-17 $49.17
2025 Q1 UNCHANGED — — — 10,683 — 0% 0.02% $522K 2025-04-10 $47.08
2024 Q4 INITIATED — — — 10,683 — — 0.02% $535K 2025-01-14 $47.72

🏢 Other funds also holding DFCA

As of 2026 Q2 — sorted by position size

Elmwood Wealth Management, Inc. 3Y 7Y 1.56% 3 FACTOR INDEXING, LLC 0.14% Shearwater Capital LLC 3Y 0.11% Fermata Advisors, LLC 3Y 0.06% RVW Wealth, LLC 3Y 7Y 0.04%

FAQ About Apella Capital, LLC and DFCA

These are the practical questions this page is built to answer before you even open the full history table.

How long has Apella Capital, LLC reported owning DFCA?

Apella Capital, LLC reported DFCA across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported DFCA position in Apella Capital, LLC's portfolio?

The largest reported portfolio weight for DFCA was 0.02% in 2024 Q4.

What is the latest reported DFCA position on this page?

The most recent filing on this page is 2026 Q2, when Apella Capital, LLC reported 10,579 shares, equal to 0.01% of portfolio, with an estimated market value of $530K.

What does the chart on this DFCA ownership page compare?

The chart compares Apella Capital, LLC's quarterly DFCA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Apella Capital, LLC time their DFCA position?

Based on 13F filing dates vs. subsequent DFCA price moves, Apella Capital, LLC correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on DFCA relative to SPY over the holding period was -14.1%.

← Back to Apella Capital, LLC Holdings