13F Insight
DOSSIER · 13F-HR · Q3 2026

Apella Capital, LLC

$7.9B in tracked AUM across 857 positions as of Q3 2026.

AC
CIK 0001801507 · last filed Sep 30, 2026
Total AUM
$7.9B
as of Q3 2026
Holdings
857
+73 QoQ
positions
Whale Score
59
59
tracked
Activity
753
+94 new, −21 sold
changes this Q
AI Analysis · Q3 2026

Apella Capital, LLC filed its latest 13F-HR for Q3 2026. 753 position changes this quarter — 94 new, 21 exited, 469 added, 169 trimmed.

Quarter at a glance — Q3 2026

753 material changes this filing.

NEW
DUHPDFA INVT DIMENSIONS GROUP IN
+4.3M sh
+$185M
2.3%
EXIT
DUHPDIMENSIONAL ETF TRUST
-4.1M sh
$-171M
—
ADD
DFACDIMENSIONAL ETF TRUST
+1.1M sh
+$63M
9.8%
ADD
IVVISHARES TR
+60K sh
+$47M
0.7%
ADD
VONEVANGUARD SCOTTSDALE FDS
+114K sh
+$45M
2.1%
ADD
SCHXSCHWAB STRATEGIC TR
+1.3M sh
+$41M
0.6%
NEW
XOMEXXONMOBIL HOLDINGS CORP
+162K sh
+$27M
0.3%

Top 10 holdings

By portfolio weight as of Q3 2026. Source: SEC EDGAR 13F-HR filings.

#HoldingValueSharesWeight
01
DFAC
DIMENSIONAL ETF TRUST
$776M17.2M9.8%02
VTI
VANGUARD INDEX FDS
$292M768K3.7%03
DFSD
DIMENSIONAL ETF TRUST
$272M5.8M3.4%04
DFCF
DIMENSIONAL ETF TRUST
$204M5.1M2.6%05
DFIC
DIMENSIONAL ETF TRUST
$189M5.1M2.4%06
DUHP
DFA INVT DIMENSIONS GROUP IN
$185M4.3M2.3%07
DFUS
DIMENSIONAL ETF TRUST
$182M2.2M2.3%08
VONE
VANGUARD SCOTTSDALE FDS
$166M474K2.1%09
BND
VANGUARD BD INDEX FDS
$140M2.0M1.8%10
DFAT
DIMENSIONAL ETF TRUST
$137M2.0M1.7%

Filing history

2026Q3Sep 30
$7.9B▲ 11.4%
857 positionsView →2026Q2Jun 30
$7.1B▲ 5.1%
753 positionsView →2026Q1Mar 31
$6.7B▲ 33.2%
687 positionsView →2025Q4Dec 31
$5.1B▲ 12.6%
531 positionsView →2025Q3Sep 30
$4.5B▲ 21.8%
473 positionsLocked2025Q2Jun 30
$3.7B▲ 26.6%
424 positionsLocked2025Q1Mar 31
$2.9B▲ 11.8%
388 positionsLocked2024Q4Dec 31
$2.6B▲ 7.1%
341 positionsLocked2024Q3Sep 30
$2.4B▲ 8.8%
320 positionsLocked2024Q2Jun 30
$2.2B▲ 12.8%
307 positionsLocked2024Q1Mar 31
$2.0B▲ 10.4%
294 positionsLocked2023Q4Dec 31
$1.8B▲ 26.8%
292 positionsLocked
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