Apella Capital, LLC 13F Holdings · Q3 2026
Apella Capital, LLC reported 763 securities worth $7.88B in its SEC 13F filing for Q3 2026 (period ended 2026-09-30). Top holdings: DFAC (9.84%), VTI (3.71%), DFSD (3.45%). Among its top 25 positions this quarter: 1 new, 20 added, 4 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | $776.0M | 9.84% | 17.2M | Added |
| 2 | VTI | VANGUARD INDEX FDS | $292.4M | 3.71% | 767,521 | Added |
| 3 | DFSD | DIMENSIONAL ETF TRUST | $272.0M | 3.45% | 5.8M | Added |
| 4 | DFCF | DIMENSIONAL ETF TRUST | $204.4M | 2.59% | 5.1M | Added |
| 5 | DFIC | DIMENSIONAL ETF TRUST | $189.4M | 2.40% | 5.1M | Added |
| 6 | DWUSX | DFA INVT DIMENSIONS GROUP IN | $184.9M | 2.34% | 4.3M | New |
| 7 | DFUS | DIMENSIONAL ETF TRUST | $182.5M | 2.31% | 2.2M | Trimmed |
| 8 | VONE | VANGUARD SCOTTSDALE FDS | $166.3M | 2.11% | 473,977 | Added |
| 9 | BND | VANGUARD BD INDEX FDS | $140.2M | 1.78% | 2.0M | Added |
| 10 | DFAT | DIMENSIONAL ETF TRUST | $137.2M | 1.74% | 2.0M | Trimmed |
| 11 | BSV | VANGUARD BD INDEX FDS | $132.7M | 1.68% | 1.7M | Added |
| 12 | DFGX | DIMENSIONAL ETF TRUST | $131.9M | 1.67% | 2.6M | Added |
| 13 | AAPL | APPLE INC | $120.6M | 1.53% | 358,187 | Added |
| 14 | VWO | VANGUARD INTL EQUITY INDEX F | $119.9M | 1.52% | 2.0M | Trimmed |
| 15 | DFAU | DIMENSIONAL ETF TRUST | $115.2M | 1.46% | 2.2M | Added |
| 16 | DFIV | DIMENSIONAL ETF TRUST | $115.0M | 1.46% | 2.1M | Added |
| 17 | VEA | VANGUARD TAX-MANAGED FDS | $112.9M | 1.43% | 1.6M | Trimmed |
| 18 | AVEM | AMERICAN CENTY ETF TR | $109.1M | 1.38% | 1.1M | Added |
| 19 | AVDE | AMERICAN CENTY ETF TR | $97.3M | 1.23% | 1.1M | Added |
| 20 | DFLV | DIMENSIONAL ETF TRUST | $80.0M | 1.02% | 2.0M | Added |
| 21 | DFNM | DIMENSIONAL ETF TRUST | $77.9M | 0.99% | 1.7M | Added |
| 22 | DFEM | DIMENSIONAL ETF TRUST | $75.6M | 0.96% | 1.9M | Added |
| 23 | VOO | VANGUARD INDEX FDS | $74.9M | 0.95% | 104,803 | Added |
| 24 | IEFA | ISHARES TR | $74.0M | 0.94% | 769,192 | Added |
| 25 | DIHP | DIMENSIONAL ETF TRUST | $73.0M | 0.93% | 2.2M | Added |
Source: SEC Form 13F filings · as of 2026-09-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR