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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
Q2 		$5.81M Sell
131,034
-10,620
-7% -$454K 0.07% 232
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
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 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: Q2 2026 in Review

Apollon Wealth Management reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 7.5% in Q2 2026, selling an estimated $454K and leaving 131,034 shares worth $5.81M. The position accounts for 0.07% of the portfolio, ranked #232.

Apollon Wealth Management first reported a position in DFAC in Q4 2022 and has held it in 15 quarters since. 1,218 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Apollon Wealth Management held 131,034 shares of Dimensional US Core Equity 2 ETF worth $5.81M as of Q2 2026.
  • Apollon Wealth Management sold 10,620 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $454K.
  • Dimensional US Core Equity 2 ETF made up 0.07% of Apollon Wealth Management's portfolio in Q2 2026, its #232 holding.
  • Apollon Wealth Management first reported a position in Dimensional US Core Equity 2 ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,218 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.