Apella Capital, LLC DFGX Holdings History

Number of Shares
1.35 Mil
Current Holdings Value*
$71.92 Mil
% of Portfolio
1.95%
Total Estimate Gain
$541,007.50
% of Total Estimate Gain
0.76%

Apella Capital, LLC's Dimensional Global ex US Core Fixed Income ETF Holding Summary

As of 2025-06-30, Apella Capital, LLC held 1.35 Mil shares of Dimensional Global ex US Core Fixed Income ETF(DFGX), totaling $71.92 Mil. This investment constitutes 1.95% of their stock portfolio, and Apella Capital, LLC now holds 7.73% of the outstanding Dimensional Global ex US Core Fixed Income ETF(DFGX) stock.

The initial trade took place in 2024Q4. And since then Apella Capital, LLC has made 3 purchases of DFGX, at an average price of $52.73, for a total of 1.35 Mil shares. Based on historical transaction data and DFGX's current price of $53.13, Apella Capital, LLC's estimated gain on his DFGX holdings is $541,007.50, reflecting a 0.76% gain to date.

Apella Capital, LLC DFGX ($53.13) Holding Chart

Apella Capital, LLC DFGX ($53.13) 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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