Apella Capital, LLC DFAT Holdings History
Apella Capital, LLC's Dimensional U.S. Targeted Value ETF Holding Summary
As of 2025-06-30, Apella Capital, LLC held 1.66 Mil shares of Dimensional U.S. Targeted Value ETF(DFAT), totaling $91.97 Mil. This investment constitutes 2.49% of their stock portfolio, and Apella Capital, LLC now holds 0.84% of the outstanding Dimensional U.S. Targeted Value ETF(DFAT) stock.
The initial trade took place in 2021Q3. And since then Apella Capital, LLC has made 11 purchases of DFAT, at an average price of $45.54, for a total of 2.22 Mil shares. In addition, there have been 4 sales at an average price of $48.64 for 560,250.00 shares. Based on historical transaction data and DFAT's current price of $55.90, Apella Capital, LLC's estimated gain on his DFAT holdings is $18.90 Mil, reflecting a 18.72% gain to date.
Apella Capital, LLC DFAT ($55.90) Holding Chart
Apella Capital, LLC DFAT ($55.90) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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