Apollon Financial’s Dimensional US Equity ETF DFUS Stock Holding History

Apollon Financial’s Portfolio DFUS Stock Details DFUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.57M	Sell	18,918 -6	-0%	-$498	0.18%	115
2026 Q2	$1.55M	Buy	18,924 +118	+0.6%	+$9.33K	0.18%	111
2026 Q1	$1.33M	Hold	18,806	–	–	0.18%	110
2025 Q4	$1.39M	Buy	18,806 +154	+0.8%	+$11.3K	0.2%	98
2025 Q3	$1.35M	Hold	18,652	–	–	0.22%	88
2025 Q2	$1.25M	Sell	18,652 -22,710	-55%	-$1.41M	0.26%	85
2025 Q1	$2.5M	Buy	+41,362	New	+$2.64M	0.59%	48

Other funds holding DFUS

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

G2 Capital Management Columbus, Ohio $441M AUM 11.72% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return

Colony Family Offices Charlotte, North Carolina $438M AUM 13.68% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Apollon Financial's DFUS Position: Q3 2026 in Review

Apollon Financial reduced its Dimensional US Equity ETF (DFUS) stake by 0.03% in Q3 2026, selling an estimated $498 and leaving 18,918 shares worth $1.57M. The position accounts for 0.18% of the portfolio, ranked #115.

Apollon Financial first reported a position in DFUS in Q1 2025 and has held it in 7 quarters since. The position peaked at $2.5M in Q1 2025. 304 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

Apollon Financial held 18,918 shares of Dimensional US Equity ETF worth $1.57M as of Q3 2026.
Apollon Financial sold 6 Dimensional US Equity ETF shares in Q3 2026, an estimated $498.
Dimensional US Equity ETF made up 0.18% of Apollon Financial's portfolio in Q3 2026, its #115 holding.
Apollon Financial first reported a position in Dimensional US Equity ETF in Q1 2025 and has held it in 7 quarters since.
Apollon Financial's Dimensional US Equity ETF position peaked at $2.5M in Q1 2025.
304 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

Based on Apollon Financial's 13F filing for Q3 2026, filed 23 Oct 2026.