Apella Capital
$7.1B 13F equity value
717 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Apella Capital covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 16,110,656 | $713M | 10.1% |
| VTI | VANGUARD INDEX FDS | 743,141 | $275M | 3.9% |
| DFSD | DIMENSIONAL ETF TRUST | 5,420,887 | $259M | 3.7% |
| DFCF | DIMENSIONAL ETF TRUST | 4,667,514 | $196M | 2.8% |
| DFUS | DIMENSIONAL ETF TRUST | 2,199,716 | $180M | 2.5% |
| DFIC | DIMENSIONAL ETF TRUST | 4,772,870 | $179M | 2.5% |
| DUHP | DIMENSIONAL ETF TRUST | 4,123,403 | $171M | 2.4% |
| DFAT | DIMENSIONAL ETF TRUST | 2,077,701 | $144M | 2.0% |
| BND | VANGUARD BD INDEX FDS | 1,820,993 | $133M | 1.9% |
| BSV | VANGUARD BD INDEX FDS | 1,579,884 | $123M | 1.7% |
Track Apella Capital's 13F portfolio: $7.1B in reported holdings, 717 positions. Top holdings and quarterly changes on SentiSense.
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