Apella Capital, LLC DFUS Holdings History
Apella Capital, LLC's Dimensional U.S. Equity Market ETF Holding Summary
As of 2025-06-30, Apella Capital, LLC held 1.18 Mil shares of Dimensional U.S. Equity Market ETF(DFUS), totaling $79.39 Mil. This investment constitutes 2.15% of their stock portfolio, and Apella Capital, LLC now holds 0.51% of the outstanding Dimensional U.S. Equity Market ETF(DFUS) stock.
The initial trade took place in 2021Q3. And since then Apella Capital, LLC has made 8 purchases of DFUS, at an average price of $50.62, for a total of 2.10 Mil shares. In addition, there have been 7 sales at an average price of $49.39 for 925,874.00 shares. Based on historical transaction data and DFUS's current price of $68.81, Apella Capital, LLC's estimated gain on his DFUS holdings is $20.28 Mil, reflecting a 19.05% gain to date.
Apella Capital, LLC DFUS ($68.81) Holding Chart
Apella Capital, LLC DFUS ($68.81) 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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