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Apollon Financial’s Dimensional US Small Cap ETF DFAS Stock Holding History

Apollon Financial’s Portfolio DFAS Stock Details DFAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.4M Hold
19,663
– – 0.19% 107
2025
Q4 		$1.37M Buy
19,663
+78
+0.4% +$5.38K 0.2% 99
2025
Q3 		$1.34M Hold
19,585
– – 0.22% 89
2025
Q2 		$1.25M Hold
19,585
– – 0.26% 86
2025
Q1 		$1.17M Buy
+19,585
New +$1.26M 0.28% 84

Other funds holding DFAS

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
MT
Midwest Trust Overland Park, Kansas $8.02B AUM 23.54% 1-Year Est. Return

Apollon Financial's DFAS Position: Q1 2026 in Review

Apollon Financial held its Dimensional US Small Cap ETF (DFAS) position steady in Q1 2026 at 19,663 shares worth $1.4M. The position accounts for 0.19% of the portfolio, ranked #107.

Apollon Financial first reported a position in DFAS in Q1 2025 and has held it in 5 quarters since. 879 funds tracked by Wall St. Rank hold DFAS as of Q1 2026.

  • Apollon Financial held 19,663 shares of Dimensional US Small Cap ETF worth $1.4M as of Q1 2026.
  • Apollon Financial left its Dimensional US Small Cap ETF share count unchanged in Q1 2026.
  • Dimensional US Small Cap ETF made up 0.19% of Apollon Financial's portfolio in Q1 2026, its #107 holding.
  • Apollon Financial first reported a position in Dimensional US Small Cap ETF in Q1 2025 and has held it in 5 quarters since.
  • 879 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q1 2026.

Based on Apollon Financial's 13F filing for Q1 2026, filed 22 Apr 2026.