Apella Capital, LLC DFSD Holdings History
Apella Capital, LLC's Dimensional Short-Duration Fixed Income ETF Holding Summary
As of 2025-06-30, Apella Capital, LLC held 3.40 Mil shares of Dimensional Short-Duration Fixed Income ETF(DFSD), totaling $162.76 Mil. This investment constitutes 4.41% of their stock portfolio, and Apella Capital, LLC now holds 3.4% of the outstanding Dimensional Short-Duration Fixed Income ETF(DFSD) stock.
The initial trade took place in 2023Q2. And since then Apella Capital, LLC has made 9 purchases of DFSD, at an average price of $47.15, for a total of 3.40 Mil shares. Based on historical transaction data and DFSD's current price of $47.86, Apella Capital, LLC's estimated gain on his DFSD holdings is $2.41 Mil, reflecting a 1.51% gain to date.
Apella Capital, LLC DFSD ($47.86) Holding Chart
Apella Capital, LLC DFSD ($47.86) 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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