Apella Capital, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
AC Apella Capital, LLC | Institutional Filer | ▲ 33.05% | $6.73B | 672 |
Current Portfolio Holdings
Showing all 672 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | — | 15.7M | $661.8M | 9.83% |
| 2 | VTI | VANGUARD INDEX FDS | — | 730K | $255.9M | 3.80% |
| 3 | DFSD | DIMENSIONAL ETF TRUST | — | 5.2M | $252.9M | 3.76% |
| 4 | DFCF | DIMENSIONAL ETF TRUST | — | 4.4M | $188.2M | 2.80% |
| 5 | DFIC | DIMENSIONAL ETF TRUST | — | 4.6M | $172.9M | 2.57% |
| 6 | DFUS | DIMENSIONAL ETF TRUST | — | 2.2M | $168.8M | 2.51% |
| 7 | DUHP | DIMENSIONAL ETF TRUST | — | 3.9M | $153.3M | 2.28% |
| 8 | DFAT | DIMENSIONAL ETF TRUST | — | 2.1M | $141.3M | 2.10% |
| 9 | BND | VANGUARD BD INDEX FDS | — | 1.8M | $133.0M | 1.98% |
| 10 | BSV | VANGUARD BD INDEX FDS | — | 1.7M | $130.1M | 1.93% |
| 11 | VEA | VANGUARD TAX-MANAGED FDS | — | 1.7M | $121.2M | 1.80% |
| 12 | VWO | VANGUARD INTL EQUITY INDEX F | — | 2.0M | $116.0M | 1.72% |
| 13 | DFGX | DIMENSIONAL ETF TRUST | — | 2.1M | $113.2M | 1.68% |
| 14 | VONE | VANGUARD SCOTTSDALE FDS | — | 331K | $106.4M | 1.58% |
| 15 | DFAU | DIMENSIONAL ETF TRUST | — | 2.2M | $105.8M | 1.57% |
Showing 1 to 15 of 672 holdings