§ 13F · FUND PROFILE
Apella Capital, LLC.
AUM · $7.1B (13F)Positions · 753Turnover · n/a · Q2Filed · Jul 8, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$18M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 8, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 16.11M | $713M | 10.1% | +2% |
| 2 | VTI | VANGUARD INDEX FDS | 743K | $275M | 3.9% | +2% |
| 3 | DFSD | DIMENSIONAL ETF TRUST | 5.42M | $259M | 3.7% | +3% |
| 4 | DFCF | DIMENSIONAL ETF TRUST | 4.67M | $196M | 2.8% | +6% |
| 5 | DFUS | DIMENSIONAL ETF TRUST | 2.20M | $180M | 2.5% | +1% |
| 6 | DFIC | DIMENSIONAL ETF TRUST | 4.77M | $179M | 2.5% | +5% |
| 7 | DUHP | DIMENSIONAL ETF TRUST | 4.12M | $171M | 2.4% | +6% |
| 8 | DFAT | DIMENSIONAL ETF TRUST | 2.08M | $144M | 2.0% | −3% |
| 9 | BND | VANGUARD BD INDEX FDS | 1.82M | $133M | 1.9% | +1% |
| 10 | BSV | VANGUARD BD INDEX FDS | 1.58M | $123M | 1.7% | −5% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE APELLA SIGNAL
AC read
Apella Capital, LLC is a Other fund managing $7.1 billion in assets. The fund runs a broad portfolio of 753 positions.
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