AC

Apella Capital, LLC

13F
Apella Capital, LLC
Last update 2025-07-08 424 Stocks (44 new)
Value $3.69 Bil Turnover 15 %
Countries:
Top Holdings: DFAC(12.55%)DFSD(4.41%)VTI(3.56%)BSV(3.44%)DFIC(3.05%)
Summary Stock Picks Current Portfolio
Apella Capital, LLC Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
DFAC
Dimensional U.S. Core Equity 2 ETF
12,781,699
462,825.3
+8.21%
12.550
+0.95%
1.320
+18.17%
+7.50%
36,018.1
 
DFSD
Dimensional Short-Duration Fixed Income ETF
Dimensional Short-Duration Fixed Income ETF
3,396,458
162,758.3
+26.06%
4.410
+0.91%
3.400
+2.14%
+3.95%
4,895.4
 
VTI
Vanguard Total Stock Market ETF
430,143
131,451.8
+8.59%
3.560
+0.28%
0.030
+18.80%
+8.37%
477,849.5
 
BSV
Vanguard Short-Term Bond ETF
1,621,727
126,819.1
-4.53%
3.440
-0.21%
0.330
+1.30%
+3.38%
38,425.6
 
DFIC
Dimensional International Core Equity 2 ETF
Dimensional International Core Equity 2 ETF
3,646,621
112,534.7
+12.04%
3.050
+0.33%
1.170
+14.92%
+25.70%
9,987.7
 
BND
Vanguard Total Bond Market ETF
1,534,506
111,773.4
+2.31%
3.030
+0.07%
0.090
+1.68%
+3.54%
127,768.7
 
DFAT
Dimensional U.S. Targeted Value ETF
1,657,077
91,967.8
+1.19%
2.490
+0.03%
0.840
+18.33%
+2.85%
11,244.3
 
DFCF
Dimensional Core Fixed Income ETF
2,148,340
90,251.8
+5.28%
2.450
+0.12%
1.280
+2.57%
+3.99%
7,127.7
 
DFUS
Dimensional U.S. Equity Market ETF
1,177,252
79,393.9
+64.52%
2.150
+0.84%
0.510
+19.06%
+8.43%
15,957.3
 
MGC
Vanguard Mega Cap 300 Index ETF
327,444
73,874.8
+1.28%
2.000
+0.03%
1.090
+19.67%
+8.97%
6,881.0
 

Apella Capital, LLC's Historical Top Holdings Breakdowns

Apella Capital, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
DFAC
Dimensional U.S. Core Equity 2 ETF
2025-06-30
Add
Add
+0.95%
●
29.12 ($33.35) 35.84
$36.98
10.88%
Add 8.21%
12,781,699
969,442
DFSD
Dimensional Short-Duration Fixed Income ETF
Dimensional Short-Duration Fixed Income ETF
2025-06-30
Add
Add
+0.91%
●
47.09 ($47.62) 48.01
$47.90
0.59%
Add 26.06%
3,396,458
702,057
DFUS
Dimensional U.S. Equity Market ETF
2025-06-30
Add
Add
+0.84%
●
53.65 ($61.9) 67.02
$68.78
11.11%
Add 64.52%
1,177,252
461,706
VONE
Vanguard Russell 1000 Index Fund
2025-06-30
Add
Add
+0.64%
●
225.48 ($259.68) 280.86
$288.32
11.03%
Add 66.16%
209,360
83,361
SPY
SPDR S&P 500 ETF Trust
2025-06-30
Add
Add
+0.63%
●
496.48 ($571.44) 617.85
$634.21
10.98%
Add 287.76%
50,281
37,314
DFGX
Dimensional Global ex US Core Fixed Income ETF
Dimensional Global ex US Core Fixed Income ETF
2025-06-30
Add
Add
+0.60%
●
51.84 ($52.76) 53.36
$53.20
0.83%
Add 43.94%
1,348,633
411,664
BNDX
Vanguard Total International Bond ETF
Vanguard Total International Bond ETF
2025-06-30
Reduce
Reduce
-0.51%
●
48.77 ($49.21) 49.55
$49.22
0.02%
Reduce -17.76%
1,413,879
-305,262
QQQ
INVESCO QQQ Trust
2025-06-30
Add
Add
+0.50%
●
416.06 ($496.89) 551.64
$563.81
13.47%
Add 824.1%
37,648
33,574
DUHP
Dimensional US High Profitability ETF
Dimensional US High Profitability ETF
2025-06-30
Add
Add
+0.46%
●
29.36 ($33.38) 35.56
$36.49
9.32%
Add 33.07%
1,902,011
472,692
AAPL
Apple Inc
2025-06-30
Add
Add
+0.40%
●
172.42 ($202.27) 223.89
$214.29
5.94%
Add 61.96%
184,366
70,529

Apella Capital, LLC Total Holding History ($B)

To

Apella Capital, LLC's Asset Allocation

To

Apella Capital, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Apella Capital, LLC's Hypothetical Growth since 2025-06-30

Apella Capital, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Apella Capital, LLC's Holdings Heat Map

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Apella Capital, LLC's Holdings Bubble Chart

Apella Capital, LLC News

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