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 % |
Top Ranked Articles
- 1