13F filer

Apella Capital

As of Sep 30, 2026 Filed Oct 8, 2026 CIK 1801507 SEC filings ↗

13F Value

$7.88B

Positions

806

Top Position

DFAC9.8%

Top 5

22.0%

Latest filing changes

vs Jun 30, 2026

1 DFAC Dimensional U.S. Core Equity 2 ETF +6.6%+$48.1M

2 IVV iShares Core S&P 500 ETF +714.5%+$46.6M

3 SCHX Schwab U.S. Large-Cap ETF >999%+$41.1M

4 VONE Vanguard Russell 1000 Index Fund — ETF Shares +31.8%+$40.2M

5 IEFA iShares Core MSCI EAFE ETF +49.8%+$24.6M

Holdings806

#
1	DFAC Dimensional U.S. Core Equity 2 ETF	9.8%	$776.0M	+6.6%	17.18M	10.1%	ETF
2	VTI Vanguard Morningstar Total Stock Market Index Fund — ETF Shares	3.7%	$292.4M	+3.3%	767.5K	3.9%	ETF
3	DFSD Dimensional Short-Duration Fixed Income ETF	3.4%	$272.0M	+7.6%	5.83M	3.7%	ETF
4	DFCF Dimensional Core Fixed Income ETF	2.6%	$204.4M	+9.0%	5.09M	2.8%	ETF
5	DFIC Dimensional International Core Equity 2 ETF	2.4%	$189.4M	+6.3%	5.07M	2.5%	ETF
6	DFA INVT DIMENSIONS GROUP IN — U.S. HIGH RELATI Dfa Invt Dimensions Group in — U.S. High Relati	2.3%	$184.9M	NEW	4.34M	—	Equity
7	DFUS Dimensional U.S. Equity Market ETF	2.3%	$182.5M	-2.0%	2.16M	2.5%	ETF
8	VONE Vanguard Russell 1000 Index Fund — ETF Shares	2.1%	$166.3M	+31.8%	474.0K	1.7%	ETF
9	BND Vanguard Total Bond Market Index Fund — ETF Shares	1.8%	$140.2M	+10.0%	2.00M	1.9%	ETF
10	DFAT Dimensional U.S. Targeted Value ETF	1.7%	$137.2M	-1.6%	2.05M	2.0%	ETF
11	BSV Vanguard Short-Term Bond Index Fund — ETF Shares	1.7%	$132.7M	+10.0%	1.74M	1.7%	ETF
12	DFGX Dimensional International Core Fixed Income ETF	1.7%	$131.9M	+13.7%	2.57M	1.7%	ETF
13	VWO Vanguard Emerging Markets Stock Index Fund — ETF Shares	1.5%	$119.9M	-0.4%	2.00M	1.7%	ETF
14	AAPL Apple	1.5%	$119.2M	+5.1%	354.2K	1.5%	Common Stock
15	DFAU Dimensional US Core Equity Market ETF	1.5%	$115.2M	+1.5%	2.16M	1.6%	ETF
16	DFIV Dimensional International Value ETF	1.5%	$115.0M	+7.2%	2.08M	1.5%	ETF
17	VEA Vanguard Developed Markets Index Fund — ETF Shares	1.4%	$112.9M	-6.4%	1.61M	1.7%	ETF
18	AVEM Avantis Emerging Markets Equity ETF	1.4%	$109.1M	+15.2%	1.15M	1.3%	ETF
19	AVDE Avantis International Equity ETF	1.2%	$97.3M	+31.2%	1.09M	1.1%	ETF
20	DFLV Dimensional US Large Cap Value ETF	1.0%	$80.0M	+28.6%	1.98M	0.9%	ETF

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing23

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Jun 30, 2026). Prior values are shown for context and are not included in current totals.