account_balance
Investment manager · 13F filer · SEC CIK 1801507
Apella Capital, LLC
Reported value$7.88Bas of Sep 30, 2026
Positions767 86 new, 14 sold out
Top 10 weight32.3%DFAC alone is 10%
FiledOct 88 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
DFACDimensional ETF Trust
9.8%Added +7%
VTIVanguard Index FDS
3.7%Added +3%
DFSDDimensional ETF Trust
3.5%Added +8%
DFCFDimensional ETF Trust
2.6%Added +9%
DFICDimensional ETF Trust
2.4%Added +6%
DUHPDfa Invt Dimensions Group In
2.3%Added +5%
DFUSDimensional ETF Trust
2.3%
VONEVanguard Scottsdale FDS
2.1%Added +32%
BNDVanguard Bd Index FDS
1.8%Added +10%
DFATDimensional ETF Trust
1.7%
BSVVanguard Bd Index FDS
1.7%Added +10%
DFGXDimensional ETF Trust
1.7%Added +14%
DFACDimensional ETF Trust
9.8%Added +7%
VTIVanguard Index FDS
3.7%
DFSDDimensional ETF Trust
3.5%+8%
DFCFDimensional ETF Trust
2.6%+9%
DFIC2.4%
DUHPDfa Invt Dimensions Group In
2.3%
DFUSDimensional ETF Trust
2.3%
VONEVanguard Scottsdale FDS
2.1%
BNDVanguard Bd Index FDS
1.8%
DFAT1.7%
BSV1.7%
DFGX1.7%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
DFAC Dimensional ETF Trust 9.8% Added +7%
VTI Vanguard Index FDS 3.7% Added +3%
DFSD Dimensional ETF Trust 3.5% Added +8%
DFCF Dimensional ETF Trust 2.6% Added +9%
DFIC Dimensional ETF Trust 2.4% Added +6%
DUHP Dfa Invt Dimensions Group In 2.3% Added +5%
DFUS Dimensional ETF Trust 2.3% Held
VONE Vanguard Scottsdale FDS 2.1% Added +32%
BND Vanguard Bd Index FDS 1.8% Added +10%
DFAT Dimensional ETF Trust 1.7% Held
BSV Vanguard Bd Index FDS 1.7% Added +10%
DFGX Dimensional ETF Trust 1.7% Added +14%
What changed
Biggest moves since Jun 30, 2026
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