EdgeMarket › What Apella Capital, Llc reported owning
What Apella Capital, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
6.7BPositions
685Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| DFAC Dimensional U.S. Core Equity 2 ETF | 661.8M | 9.8% | 15.7M | 45.61 | +22.8% |
| VTI Vanguard Morningstar Total Stock Market ETF | 255.9M | 3.8% | 730.0K | 378.24 | +20.5% |
| DFSD Dimensional Short-Duration Fixed Income ETF | 252.9M | 3.8% | 5.2M | 47.31 | -1.5% |
| DFCF Dimensional Core Fixed Income ETF | 188.2M | 2.8% | 4.4M | 41.47 | -1.9% |
| DFIC Dimensional International Core Equity 2 ETF | 172.9M | 2.6% | 4.6M | 39.41 | +22.0% |
| DFUS Dimensional U.S. Equity Market ETF | 168.8M | 2.5% | 2.2M | 83.64 | +20.8% |
| DUHP Dimensional US High Profitability ETF | 153.3M | 2.3% | 3.9M | 42.41 | +15.6% |
| DFAT Dimensional U.S. Targeted Value ETF | 141.3M | 2.1% | 2.1M | 71.67 | +26.9% |
| BND Vanguard Total Bond Market ETF | 133.0M | 2.0% | 1.8M | 72.23 | -1.8% |
| BSV Vanguard Short-Term Bond ETF | 130.1M | 1.9% | 1.7M | 77.57 | -1.4% |
| VEA Vanguard FTSE Developed Markets ETF | 121.2M | 1.8% | 1.7M | 73.42 | +24.7% |
| VWO Vanguard FTSE Emerging Markets ETF | 116.0M | 1.7% | 2.0M | 60.45 | +17.7% |
| DFGX Dimensional International Core Fixed Income ET | 113.2M | 1.7% | 2.1M | 51.99 | -2.8% |
| VONE Vanguard Russell 1000 ETF | 106.4M | 1.6% | 330.6K | 347.10 | +19.8% |
| DFAU Dimensional US Core Equity Market ETF | 105.8M | 1.6% | 2.2M | 53.06 | +21.1% |
| DFIV Dimensional International Value ETF | 105.3M | 1.6% | 1.9M | 58.31 | +27.8% |
| AAPL Apple Inc. | 88.0M | 1.3% | 325.6K | 309.35 | +36.9% |
| AVEM Avantis Emerging Markets Equity ETF | 86.3M | 1.3% | 960.2K | 94.24 | +33.1% |
| AVDE Avantis International Equity ETF | 69.0M | 1.0% | 757.2K | 94.26 | +22.4% |
| DIHP Dimensional International High Profitability E | 68.6M | 1.0% | 2.0M | 35.74 | +18.9% |
| DFEM Dimensional Emerging Markets Core Equity 2 ETF | 64.0M | 0.9% | 1.7M | 39.93 | +29.9% |
| DFNM Dimensional National Municipal Bond ETF | 63.9M | 0.9% | 1.3M | 47.57 | +0.5% |
| SPY SPDR S&P 500 ETF TRUST | 62.2M | 0.9% | 87.7K | 765.72 | +20.0% |
| DFAX Dimensional World ex U.S. Core Equity 2 ETF | 59.6M | 0.9% | 1.6M | 38.16 | +24.9% |
| MGC Vanguard Morningstar Mega Cap ETF | 56.4M | 0.8% | 217.3K | 280.14 | +20.5% |
| DFUV Dimensional US Marketwide Value ETF | 54.7M | 0.8% | 1.1M | 57.43 | +31.9% |
| DFLV Dimensional US Large Cap Value ETF | 54.7M | 0.8% | 1.5M | 42.01 | +31.1% |
| VOO Vanguard S&P 500 ETF | 53.4M | 0.8% | 81.8K | 703.71 | +20.0% |
| AVDV Avantis International Small Cap Value ETF | 52.8M | 0.8% | 489.8K | 111.95 | +32.8% |
| IUSB iShares Core Universal USD Bond ETF | 52.2M | 0.8% | 1.1M | 45.43 | -1.7% |
| ESGV Vanguard ESG U.S. Stock ETF | 51.6M | 0.8% | 413.7K | 135.75 | +20.1% |
| MSFT MICROSOFT CORP | 51.3M | 0.8% | 121.4K | 483.24 | -4.4% |
| IEFA iShares Core MSCI EAFE ETF | 47.5M | 0.7% | 487.2K | 100.85 | +16.8% |
| BNDX Vanguard Total International Bond ETF | 47.1M | 0.7% | 975.0K | 47.65 | -3.3% |
| VTV Vanguard Morningstar Value ETF | 46.7M | 0.7% | 228.6K | 226.40 | +24.6% |
| SPAB State Street SPDR Portfolio Aggregate Bond ETF | 46.5M | 0.7% | 1.8M | 25.09 | -1.8% |
| DFAI Dimensional International Core Equity Market E | 46.5M | 0.7% | 1.1M | 43.35 | +21.1% |
| ISTB iShares Core 1-5 Year USD Bond ETF | 46.1M | 0.7% | 948.5K | 48.02 | -1.3% |
| SUB iShares Short-Term National Muni Bond ETF | 44.7M | 0.7% | 418.5K | 106.30 | -0.6% |
| VONG Vanguard Russell 1000 Growth ETF | 43.6M | 0.6% | 355.6K | 125.99 | +11.3% |
| VYM Vanguard High Dividend Yield ETF | 42.7M | 0.6% | 275.4K | 164.97 | +19.9% |
| VO Vanguard Morningstar Mid-Cap ETF | 42.2M | 0.6% | 137.6K | 82.97 | +15.9% |
| VB Vanguard Morningstar Small-Cap ETF | 40.5M | 0.6% | 142.2K | 304.76 | +24.4% |
| VUG Vanguard Morningstar Growth ETF | 36.9M | 0.5% | 74.8K | 87.50 | +15.9% |
| SPHY State Street SPDR Portfolio High Yield Bond ET | 36.8M | 0.5% | 1.6M | 23.30 | -1.6% |
| VOOG Vanguard S&P 500 Growth ETF | 36.6M | 0.5% | 79.2K | 83.46 | +22.2% |
| IAGG iShares International Aggregate Bond Fund | 36.0M | 0.5% | 717.3K | 49.77 | -2.5% |
| MTUM iShares MSCI USA Momentum Factor ETF | 34.5M | 0.5% | 125.6K | 305.17 | +25.7% |
| VBIL Vanguard 0-3 Month Treasury Bill ETF | 34.4M | 0.5% | 454.6K | 75.66 | +0.2% |
| IJH iShares Core S&P Mid-Cap ETF | 33.6M | 0.5% | 461.2K | 76.77 | +20.8% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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