StockDriftsStockDriftsTop 50 Apella Capital, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 9.83% | 15.72M | $661.8M | +13.00%(+1.81M) | $31.82(+35.82%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 3.8% | 730.0K | $255.9M | +5.98%(+41.20K) | $260.17(+40.18%) | 2026-03-31 | |
| DFSD | DIMENSIONAL ETF TRUST | 3.75% | 5.25M | $252.9M | +16.33%(+736.65K) | $47.49(+0.84%) | 2026-03-31 | |
| DFCF | DIMENSIONAL ETF TRUST | 2.79% | 4.41M | $188.2M | +69.27%(+1.80M) | $42.12(+0.28%) | 2026-03-31 | |
| DFIC | DIMENSIONAL ETF TRUST | 2.57% | 4.55M | $172.9M | +5.96%(+256.00K) | $27.85(+36.75%) | 2026-03-31 | |
| DFUS | DIMENSIONAL ETF TRUST | 2.51% | 2.18M | $168.8M | +78.11%(+956.29K) | $62.81(+28.52%) | 2026-03-31 | |
| DUHP | DIMENSIONAL ETF TRUST | 2.28% | 3.89M | $153.3M | +49.79%(+1.29M) | $35.56(+12.21%) | 2026-03-31 | |
| DFAT | DIMENSIONAL ETF TRUST | 2.1% | 2.13M | $141.3M | +29.33%(+483.69K) | $49.24(+33.72%) | 2026-03-31 | |
| BND | VANGUARD BD INDEX FDS | 1.98% | 1.80M | $133.0M | +8.62%(+142.63K) | $76.23(-4.00%) | 2026-03-31 | |
| BSV | VANGUARD BD INDEX FDS | 1.93% | 1.66M | $130.1M | -0.34%(-5.59K) | $77.47(+0.68%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.47% | +27.64% |
| Top 20 Holdings Unweighted | +8.68% | +28.35% |
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