Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Apella Capital, LLC (CIK 1801507) reported $7.08B across 695 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: DFAC ($713.4M, 10.08%), VTI ($274.7M, 3.88%), DFSD ($258.5M, 3.65%), DFCF ($196.1M, 2.77%), DFUS ($179.9M, 2.54%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | $713.4M | 10.08% | 16.1M | Added |
| 2 | VTI | VANGUARD INDEX FDS | $274.7M | 3.88% | 743,141 | Added |
| 3 | DFSD | DIMENSIONAL ETF TRUST | $258.5M | 3.65% | 5.4M | Added |
| 4 | DFCF | DIMENSIONAL ETF TRUST | $196.1M | 2.77% | 4.7M | Added |
| 5 | DFUS | DIMENSIONAL ETF TRUST | $179.9M | 2.54% | 2.2M | Added |
| 6 | DFIC | DIMENSIONAL ETF TRUST | $179.3M | 2.53% | 4.8M | Added |
| 7 | DUHP | DIMENSIONAL ETF TRUST | $171.1M | 2.42% | 4.1M | Added |
| 8 | DFAT | DIMENSIONAL ETF TRUST | $144.1M | 2.03% | 2.1M | Trimmed |
| 9 | BND | VANGUARD BD INDEX FDS | $132.7M | 1.87% | 1.8M | Added |
| 10 | BSV | VANGUARD BD INDEX FDS | $122.6M | 1.73% | 1.6M | Trimmed |
| 11 | VONE | VANGUARD SCOTTSDALE FDS | $121.8M | 1.72% | 359,515 | Added |
| 12 | VEA | VANGUARD TAX-MANAGED FDS | $121.6M | 1.72% | 1.7M | Trimmed |
| 13 | DFGX | DIMENSIONAL ETF TRUST | $120.3M | 1.70% | 2.3M | Added |
| 14 | VWO | VANGUARD INTL EQUITY INDEX F | $118.4M | 1.67% | 2.0M | Added |
| 15 | DFAU | DIMENSIONAL ETF TRUST | $110.2M | 1.56% | 2.1M | Trimmed |
| 16 | DFIV | DIMENSIONAL ETF TRUST | $107.4M | 1.52% | 1.9M | Added |
| 17 | AAPL | APPLE INC | $106.0M | 1.50% | 341,158 | Added |
| 18 | AVEM | AMERICAN CENTY ETF TR | $92.3M | 1.30% | 997,148 | Added |
| 19 | DFNM | DIMENSIONAL ETF TRUST | $76.8M | 1.08% | 1.6M | Added |
| 20 | AVDE | AMERICAN CENTY ETF TR | $74.4M | 1.05% | 828,607 | Added |
| 21 | DIHP | DIMENSIONAL ETF TRUST | $71.6M | 1.01% | 2.1M | Added |
| 22 | DFEM | DIMENSIONAL ETF TRUST | $65.3M | 0.92% | 1.7M | Added |
| 23 | SPY | STATE STR SPDR S&P 500 ETF T | $63.6M | 0.90% | 85,001 | Trimmed |
| 24 | IUSB | ISHARES TR | $63.3M | 0.89% | 1.4M | Added |
| 25 | VOO | VANGUARD INDEX FDS | $62.4M | 0.88% | 90,749 | Added |
Source: SEC Form 13F filings · as of 2026-06-30