§ 13F · FUND PROFILE
Apella Capital, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $3.7B (13F)Positions · 424Turnover · — · Q1Filed · Apr 20, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$208M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 20, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 15.72M | $662M | 9.8% | +13% |
| 2 | VTI | VANGUARD INDEX FDS | 730K | $256M | 3.8% | +6% |
| 3 | DFSD | DIMENSIONAL ETF TRUST | 5.25M | $253M | 3.8% | +16% |
| 4 | DFCF | DIMENSIONAL ETF TRUST | 4.41M | $188M | 2.8% | +69% |
| 5 | DFIC | DIMENSIONAL ETF TRUST | 4.55M | $173M | 2.6% | +6% |
| 6 | DFUS | DIMENSIONAL ETF TRUST | 2.18M | $169M | 2.5% | +78% |
| 7 | DUHP | DIMENSIONAL ETF TRUST | 3.89M | $153M | 2.3% | +50% |
| 8 | DFAT | DIMENSIONAL ETF TRUST | 2.13M | $141M | 2.1% | +29% |
| 9 | BND | VANGUARD BD INDEX FDS | 1.80M | $133M | 2.0% | +9% |
| 10 | BSV | VANGUARD BD INDEX FDS | 1.66M | $130M | 1.9% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE APELLA SIGNAL
AC read
Apella Capital, LLC is a Other fund managing $3.7 billion in assets. The fund runs a broad portfolio of 424 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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