Apella Capital, LLC: 13F holdings
CIK 18015072026Q2
| Positions | 695 |
|---|---|
| Reported value | $7.1bn |
| Filed | 2026-07-08 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 16,110,656 | $713.4m | 10.1% |
| VTI VANGUARD INDEX FDS | 743,141 | $274.7m | 3.9% |
| DFSD DIMENSIONAL ETF TRUST | 5,420,887 | $258.5m | 3.7% |
| DFCF DIMENSIONAL ETF TRUST | 4,667,514 | $196.1m | 2.8% |
| DFUS DIMENSIONAL ETF TRUST | 2,199,716 | $179.9m | 2.5% |
| DFIC DIMENSIONAL ETF TRUST | 4,772,870 | $179.3m | 2.5% |
| DIMENSIONAL ETF TRUST | 4,123,403 | $171.1m | 2.4% |
| DIMENSIONAL ETF TRUST | 2,077,701 | $144.1m | 2.0% |
| BND VANGUARD BD INDEX FDS | 1,820,993 | $132.7m | 1.9% |
| BSV VANGUARD BD INDEX FDS | 1,579,884 | $122.6m | 1.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1801507")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.