Apella Capital
DFUS icon

Apella Capital’s Dimensional US Equity ETF DFUS Stock Holding History

Apella Capital’s Portfolio DFUS Stock Details DFUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$182M Sell
2,155,906
-43,810
-2% -$3.64M 2.31% 7
2026
Q2 		$180M Buy
2,199,716
+19,165
+0.9% +$1.52M 2.54% 5
2026
Q1 		$169M Buy
2,180,551
+956,292
+78% +$70.9M 2.51% 6
2025
Q4 		$90.8M Buy
1,224,259
+62,139
+5% +$4.57M 1.79% 13
2025
Q3 		$83.5M Sell
1,162,120
-15,132
-1% -$1.05M 1.86% 13
2025
Q2 		$79.4M Buy
1,177,252
+461,706
+65% +$28.6M 2.15% 9
2025
Q1 		$42M Buy
715,546
+57,052
+9% +$3.65M 1.44% 16
2024
Q4 		$42M Buy
658,494
+1,511
+0.2% +$96.9K 1.61% 15
2024
Q3 		$40.5M Sell
656,983
-8,035
-1% -$481K 1.66% 16
2024
Q2 		$39.9M Buy
665,018
+22,175
+3% +$1.26M 1.78% 15
2024
Q1 		$36.3M Sell
642,843
-24,036
-4% -$1.3M 1.83% 15
2023
Q4 		$33.9M Sell
666,879
-9,543
-1% -$462K 1.89% 15
2023
Q3 		$31.5M Sell
676,422
-14,050
-2% -$680K 2.23% 11
2023
Q2 		$33.3M Buy
+690,472
New +$31.4M 2.37% 10
2022
Q4 		$17.8M Buy
428,220
+10,874
+3% +$455K 1.62% 19
2022
Q3 		$16.2M Sell
417,346
-320
-0.1% -$13.8K 1.89% 15
2022
Q2 		$17M Buy
+417,666
New +$18.5M 2.03% 15
2022
Q1 		– Sell
-433,311
Closed -$22.4M – 215
2021
Q4 		$22.4M Sell
433,311
-1,634
-0.4% -$82.1K 2.86% 9
2021
Q3 		$20.5M Buy
434,945
+2,867
+0.7% +$139K 2.95% 8
2021
Q2 		$20.4M Buy
+432,078
New +$20.1M 3.35% 5

Other funds holding DFUS

Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
Great Waters Wealth Management
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return
DiNuzzo Private Wealth
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return
Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
FF
Foundry Financial Pasadena, California $322M AUM 13.25% 1-Year Est. Return
Elser Financial Planning
Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return
Helen Stephens Group
Helen Stephens Group Fort Worth, Texas $627M AUM 11.32% 1-Year Est. Return

Apella Capital's DFUS Position: Q3 2026 in Review

Apella Capital reduced its Dimensional US Equity ETF (DFUS) stake by 2% in Q3 2026, selling an estimated $3.64M and leaving 2,155,906 shares worth $182M. The position accounts for 2.31% of the portfolio, ranked #7.

Apella Capital first reported a position in DFUS in Q2 2021 and has held it in 20 quarters since. 186 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

  • Apella Capital held 2,155,906 shares of Dimensional US Equity ETF worth $182M as of Q3 2026.
  • Apella Capital sold 43,810 Dimensional US Equity ETF shares in Q3 2026, an estimated $3.64M.
  • Dimensional US Equity ETF made up 2.31% of Apella Capital's portfolio in Q3 2026, its #7 holding.
  • Apella Capital first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 20 quarters since.
  • 186 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.