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 $6.74B across 667 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFAC ($661.8M, 9.82%), VTI ($255.9M, 3.80%), DFSD ($252.9M, 3.75%), DFCF ($188.2M, 2.79%), DFIC ($172.9M, 2.57%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | $661.8M | 9.82% | 15.7M | Added |
| 2 | VTI | VANGUARD INDEX FDS | $255.9M | 3.80% | 730,033 | Added |
| 3 | DFSD | DIMENSIONAL ETF TRUST | $252.9M | 3.75% | 5.2M | Added |
| 4 | DFCF | DIMENSIONAL ETF TRUST | $188.2M | 2.79% | 4.4M | Added |
| 5 | DFIC | DIMENSIONAL ETF TRUST | $172.9M | 2.57% | 4.6M | Added |
| 6 | DFUS | DIMENSIONAL ETF TRUST | $168.8M | 2.51% | 2.2M | Added |
| 7 | DUHP | DIMENSIONAL ETF TRUST | $153.3M | 2.28% | 3.9M | Added |
| 8 | DFAT | DIMENSIONAL ETF TRUST | $141.3M | 2.10% | 2.1M | Added |
| 9 | BND | VANGUARD BD INDEX FDS | $133.0M | 1.97% | 1.8M | Added |
| 10 | BSV | VANGUARD BD INDEX FDS | $130.1M | 1.93% | 1.7M | Trimmed |
| 11 | VEA | VANGUARD TAX-MANAGED FDS | $121.2M | 1.80% | 1.7M | Added |
| 12 | VWO | VANGUARD INTL EQUITY INDEX F | $116.0M | 1.72% | 2.0M | Added |
| 13 | DFGX | DIMENSIONAL ETF TRUST | $113.2M | 1.68% | 2.1M | Added |
| 14 | VONE | VANGUARD SCOTTSDALE FDS | $106.4M | 1.58% | 330,603 | Added |
| 15 | DFAU | DIMENSIONAL ETF TRUST | $105.8M | 1.57% | 2.2M | Added |
| 16 | DFIV | DIMENSIONAL ETF TRUST | $105.3M | 1.56% | 1.9M | Added |
| 17 | AAPL | APPLE INC | $89.1M | 1.32% | 329,565 | Added |
| 18 | AVEM | AMERICAN CENTY ETF TR | $86.3M | 1.28% | 960,152 | Added |
| 19 | DIHP | DIMENSIONAL ETF TRUST | $68.6M | 1.02% | 2.0M | Added |
| 20 | AVDE | AMERICAN CENTY ETF TR | $69.0M | 1.02% | 757,248 | Added |
| 21 | DFNM | DIMENSIONAL ETF TRUST | $63.9M | 0.95% | 1.3M | Added |
| 22 | DFEM | DIMENSIONAL ETF TRUST | $64.0M | 0.95% | 1.7M | Added |
| 23 | SPY | STATE STR SPDR S&P 500 ETF T | $62.2M | 0.92% | 87,650 | Added |
| 24 | DFAX | DIMENSIONAL ETF TRUST | $59.6M | 0.88% | 1.6M | Added |
| 25 | MGC | VANGUARD WORLD FD | $56.4M | 0.84% | 217,337 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31