AC
Apella Capital’s Dimensional US Equity ETF DFUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $79.4M | Buy |
1,177,252
+461,706
| +65% | +$31.1M | 2.15% | 9 |
|
|
2025
Q1 | $42M | Buy |
715,546
+57,052
| +9% | +$3.35M | 1.44% | 16 |
|
|
2024
Q4 | $42M | Buy |
658,494
+1,511
| +0.2% | +$96.3K | 1.61% | 15 |
|
|
2024
Q3 | $40.5M | Sell |
656,983
-8,035
| -1% | -$495K | 1.66% | 16 |
|
|
2024
Q2 | $39.9M | Buy |
665,018
+22,175
| +3% | +$1.33M | 1.78% | 15 |
|
|
2024
Q1 | $36.3M | Sell |
642,843
-24,036
| -4% | -$1.36M | 1.83% | 15 |
|
|
2023
Q4 | $33.9M | Sell |
666,879
-9,543
| -1% | -$485K | 1.89% | 15 |
|
|
2023
Q3 | $31.5M | Sell |
676,422
-14,050
| -2% | -$654K | 2.23% | 11 |
|
|
2023
Q2 | $33.3M | Buy |
+690,472
| New | +$33.3M | 2.37% | 10 |
|
|
2022
Q4 | $17.8M | Buy |
428,220
+10,874
| +3% | +$452K | 1.62% | 19 |
|
|
2022
Q3 | $16.2M | Sell |
417,346
-320
| -0.1% | -$12.4K | 1.89% | 15 |
|
|
2022
Q2 | $17M | Buy |
+417,666
| New | +$17M | 2.03% | 15 |
|
|
2022
Q1 | – | Sell |
-433,311
| Closed | -$22.4M | – | 215 |
|
|
2021
Q4 | $22.4M | Sell |
433,311
-1,634
| -0.4% | -$84.5K | 2.86% | 9 |
|
|
2021
Q3 | $20.5M | Buy |
434,945
+2,867
| +0.7% | +$135K | 2.95% | 8 |
|
|
2021
Q2 | $20.4M | Buy |
+432,078
| New | +$20.4M | 3.35% | 5 |
|