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Apollon Wealth Management’s Dimensional US Small Cap ETF DFAS Stock Holding History

Apollon Wealth Management’s Portfolio DFAS Stock Details DFAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$636K Hold
8,939
– – 0.01% 769
2025
Q4 		$623K Sell
8,939
-1,136
-11% -$78.3K 0.01% 748
2025
Q3 		$690K Sell
10,075
-155
-2% -$10.3K 0.01% 712
2025
Q2 		$652K Hold
10,230
– – 0.01% 699
2025
Q1 		$611K Sell
10,230
-154
-1% -$9.9K 0.01% 662
2024
Q4 		$676K Buy
10,384
+1,435
+16% +$96K 0.02% 634
2024
Q3 		$580K Sell
8,949
-961
-10% -$60.1K 0.02% 652
2024
Q2 		$595K Sell
9,910
-1,131
-10% -$68.1K 0.02% 614
2024
Q1 		$688K Sell
11,041
-1,466
-12% -$86.7K 0.02% 580
2023
Q4 		$746K Buy
12,507
+1,310
+12% +$70.2K 0.03% 544
2023
Q3 		$588K Sell
11,197
-1,823
-14% -$100K 0.03% 509
2023
Q2 		$713K Sell
13,020
-300
-2% -$15.7K 0.03% 499
2023
Q1 		$702K Buy
13,320
+1,454
+12% +$78.7K 0.04% 425
2022
Q4 		$607K Buy
+11,866
New +$611K 0.04% 451

Other funds holding DFAS

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
MT
Midwest Trust Overland Park, Kansas $8.02B AUM 23.54% 1-Year Est. Return

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

Apollon Wealth Management held its Dimensional US Small Cap ETF (DFAS) position steady in Q1 2026 at 8,939 shares worth $636K. The position accounts for 0.01% of the portfolio, ranked #769.

Apollon Wealth Management first reported a position in DFAS in Q4 2022 and has held it in 14 quarters since. The position peaked at $746K in Q4 2023. 879 funds tracked by Wall St. Rank hold DFAS as of Q1 2026.

  • Apollon Wealth Management held 8,939 shares of Dimensional US Small Cap ETF worth $636K as of Q1 2026.
  • Apollon Wealth Management left its Dimensional US Small Cap ETF share count unchanged in Q1 2026.
  • Dimensional US Small Cap ETF made up 0.01% of Apollon Wealth Management's portfolio in Q1 2026, its #769 holding.
  • Apollon Wealth Management first reported a position in Dimensional US Small Cap ETF in Q4 2022 and has held it in 14 quarters since.
  • Apollon Wealth Management's Dimensional US Small Cap ETF position peaked at $746K in Q4 2023.
  • 879 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q1 2026.

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