§ 13F · FUND PROFILE
Apella Capital, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $3689.1T (13F)Positions · 424Turnover · — · Q4Filed · Jan 21, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$5060.3T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 13.91M | $550.9T | 10.9% | NEW |
| 2 | VTI | VANGUARD INDEX FDS | 689K | $230.9T | 4.6% | NEW |
| 3 | DFSD | DIMENSIONAL ETF TRUST | 4.51M | $216.2T | 4.3% | NEW |
| 4 | DFIC | DIMENSIONAL ETF TRUST | 4.30M | $148.1T | 2.9% | NEW |
| 5 | BSV | VANGUARD BD INDEX FDS | 1.66M | $130.9T | 2.6% | NEW |
| 6 | BND | VANGUARD BD INDEX FDS | 1.65M | $122.5T | 2.4% | NEW |
| 7 | DFCF | DIMENSIONAL ETF TRUST | 2.60M | $110.8T | 2.2% | NEW |
| 8 | VEA | VANGUARD TAX-MANAGED FDS | 1.74M | $108.4T | 2.1% | NEW |
| 9 | DFGX | DIMENSIONAL ETF TRUST | 1.94M | $101.9T | 2.0% | NEW |
| 10 | VWO | VANGUARD INTL EQUITY INDEX F | 1.88M | $101.2T | 2.0% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE APELLA SIGNAL
AC read
Apella Capital, LLC is a Other fund managing $3689124.4 trillion in assets. The fund runs a broad portfolio of 424 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed