Apollon Wealth Management’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $5.39M | Sell |
150,282
-5,977
| -4% | -$214K | 0.11% | 168 |
|
2025
Q1 | $5.15M | Buy |
156,259
+1,058
| +0.7% | +$34.9K | 0.11% | 165 |
|
2024
Q4 | $5.37M | Buy |
155,201
+1,014
| +0.7% | +$35.1K | 0.12% | 144 |
|
2024
Q3 | $5.29M | Sell |
154,187
-200
| -0.1% | -$6.86K | 0.15% | 121 |
|
2024
Q2 | $4.98M | Buy |
154,387
+7,841
| +5% | +$253K | 0.15% | 122 |
|
2024
Q1 | $4.68M | Buy |
146,546
+26,693
| +22% | +$853K | 0.15% | 128 |
|
2023
Q4 | $3.5M | Buy |
119,853
+17,600
| +17% | +$514K | 0.12% | 157 |
|
2023
Q3 | $2.68M | Sell |
102,253
-7,419
| -7% | -$194K | 0.13% | 144 |
|
2023
Q2 | $2.98M | Buy |
109,672
+7,000
| +7% | +$190K | 0.14% | 150 |
|
2023
Q1 | $2.62M | Buy |
102,672
+59,379
| +137% | +$1.51M | 0.16% | 133 |
|
2022
Q4 | $1.05M | Buy |
+43,293
| New | +$1.05M | 0.07% | 281 |
|