Apollon Wealth Management’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Apollon Wealth Management’s Portfolio DFAC Stock Details DFAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.5M	Buy	141,654 +210	+0.1%	+$8.46K	0.09%	203
2025 Q4	$5.6M	Sell	141,444 -6,300	-4%	-$246K	0.1%	186
2025 Q3	$5.7M	Sell	147,744 -2,538	-2%	-$94.7K	0.1%	181
2025 Q2	$5.39M	Sell	150,282 -5,977	-4%	-$199K	0.11%	168
2025 Q1	$5.15M	Buy	156,259 +1,058	+0.7%	+$36.7K	0.11%	165
2024 Q4	$5.37M	Buy	155,201 +1,014	+0.7%	+$35.7K	0.12%	144
2024 Q3	$5.29M	Sell	154,187 -200	-0.1%	-$6.61K	0.15%	121
2024 Q2	$4.98M	Buy	154,387 +7,841	+5%	+$247K	0.15%	122
2024 Q1	$4.68M	Buy	146,546 +26,693	+22%	+$806K	0.15%	128
2023 Q4	$3.5M	Buy	119,853 +17,600	+17%	+$476K	0.12%	157
2023 Q3	$2.68M	Sell	102,253 -7,419	-7%	-$202K	0.13%	144
2023 Q2	$2.98M	Buy	109,672 +7,000	+7%	+$180K	0.14%	150
2023 Q1	$2.62M	Buy	102,672 +59,379	+137%	+$1.5M	0.16%	133
2022 Q4	$1.05M	Buy	+43,293	New	+$1.05M	0.07%	281

Other funds holding DFAC

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Greenspring Advisors Towson, Maryland $1.64B AUM

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

RWM

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Apollon Wealth Management's DFAC Position: Q1 2026 in Review

Apollon Wealth Management increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.15% in Q1 2026, buying an estimated $8.46K and bringing the position to 141,654 shares worth $5.5M. The position accounts for 0.09% of the portfolio, ranked #203.

Apollon Wealth Management first reported a position in DFAC in Q4 2022 and has held it in 14 quarters since. The position peaked at $5.7M in Q3 2025. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

Apollon Wealth Management held 141,654 shares of Dimensional US Core Equity 2 ETF worth $5.5M as of Q1 2026.
Apollon Wealth Management bought 210 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $8.46K.
Dimensional US Core Equity 2 ETF made up 0.09% of Apollon Wealth Management's portfolio in Q1 2026, its #203 holding.
Apollon Wealth Management first reported a position in Dimensional US Core Equity 2 ETF in Q4 2022 and has held it in 14 quarters since.
Apollon Wealth Management's Dimensional US Core Equity 2 ETF position peaked at $5.7M in Q3 2025.
1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

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