Apollon Wealth Management’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$481K	Sell	14,210 -195	-1%	-$6.82K	0.01%	873
2025 Q4	$469K	Sell	14,405 -3,413	-19%	-$110K	0.01%	860
2025 Q3	$562K	Buy	17,818 +29	+0.2%	+$874	0.01%	784
2025 Q2	$515K	Buy	17,789 +1,784	+11%	+$47.9K	0.01%	798
2025 Q1	$414K	Sell	16,005 -541	-3%	-$14K	0.01%	830
2024 Q4	$420K	Sell	16,546 -50	-0.3%	-$1.32K	0.01%	818
2024 Q3	$455K	Sell	16,596 -58	-0.3%	-$1.51K	0.01%	758
2024 Q2	$431K	Buy	16,654 +4,830	+41%	+$122K	0.01%	739
2024 Q1	$292K	Buy	+11,824	New	+$283K	0.01%	874

Other funds holding DFAE

Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

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

Apollon Wealth Management reduced its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 1.4% in Q1 2026, selling an estimated $6.82K and leaving 14,210 shares worth $481K. The position accounts for 0.01% of the portfolio, ranked #873.

Apollon Wealth Management first reported a position in DFAE in Q1 2024 and has held it in 9 quarters since. The position peaked at $562K in Q3 2025. 668 funds tracked by Wall St. Rank hold DFAE as of Q1 2026.

Apollon Wealth Management held 14,210 shares of Dimensional Emerging Core Equity Market ETF worth $481K as of Q1 2026.
Apollon Wealth Management sold 195 Dimensional Emerging Core Equity Market ETF shares in Q1 2026, an estimated $6.82K.
Dimensional Emerging Core Equity Market ETF made up 0.01% of Apollon Wealth Management's portfolio in Q1 2026, its #873 holding.
Apollon Wealth Management first reported a position in Dimensional Emerging Core Equity Market ETF in Q1 2024 and has held it in 9 quarters since.
Apollon Wealth Management's Dimensional Emerging Core Equity Market ETF position peaked at $562K in Q3 2025.
668 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q1 2026.

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