Apollon Wealth Management’s Dimensional US Core Equity Market ETF DFAU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.77M | Sell |
88,950
-1,214
| -1% | -$51.4K | 0.07% | 228 |
|
2025
Q1 | $3.47M | Sell |
90,164
-3,584
| -4% | -$138K | 0.08% | 233 |
|
2024
Q4 | $3.8M | Sell |
93,748
-2,815
| -3% | -$114K | 0.09% | 208 |
|
2024
Q3 | $3.83M | Sell |
96,563
-2,790
| -3% | -$111K | 0.11% | 164 |
|
2024
Q2 | $3.72M | Buy |
99,353
+25,512
| +35% | +$956K | 0.11% | 161 |
|
2024
Q1 | $2.7M | Buy |
73,841
+67,531
| +1,070% | +$2.47M | 0.09% | 221 |
|
2023
Q4 | $210K | Sell |
6,310
-481
| -7% | -$16K | 0.01% | 990 |
|
2023
Q3 | $203K | Buy |
+6,791
| New | +$203K | 0.01% | 831 |
|