Apollon Wealth Management’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$306K	Sell	7,247 -8	-0.1%	-$341	0.01%	1102
2025 Q4	$309K	Sell	7,255 -6,602	-48%	-$283K	0.01%	1043
2025 Q3	$593K	Sell	13,857 -573	-4%	-$24.3K	0.01%	764
2025 Q2	$610K	Buy	14,430 +4,259	+42%	+$178K	0.01%	723
2025 Q1	$428K	Sell	10,171 -1,786	-15%	-$74.4K	0.01%	810
2024 Q4	$493K	Sell	11,957 -1	-0%	-$42	0.01%	763
2024 Q3	$516K	Sell	11,958 -544	-4%	-$23.2K	0.01%	708
2024 Q2	$519K	Buy	12,502 +3,935	+46%	+$163K	0.02%	664
2024 Q1	$359K	Buy	+8,567	New	+$360K	0.01%	805

Other funds holding DFCF

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

PHWA

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

FMI

Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return

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

TLFA

True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return

EFP

Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

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

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

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

Apollon Wealth Management reduced its Dimensional Core Fixed Income ETF (DFCF) stake by 0.11% in Q1 2026, selling an estimated $341 and leaving 7,247 shares worth $306K. The position accounts for 0.01% of the portfolio, ranked #1102.

Apollon Wealth Management first reported a position in DFCF in Q1 2024 and has held it in 9 quarters since. The position peaked at $610K in Q2 2025. 481 funds tracked by Wall St. Rank hold DFCF as of Q1 2026.

Apollon Wealth Management held 7,247 shares of Dimensional Core Fixed Income ETF worth $306K as of Q1 2026.
Apollon Wealth Management sold 8 Dimensional Core Fixed Income ETF shares in Q1 2026, an estimated $341.
Dimensional Core Fixed Income ETF made up 0.01% of Apollon Wealth Management's portfolio in Q1 2026, its #1102 holding.
Apollon Wealth Management first reported a position in Dimensional Core Fixed Income ETF in Q1 2024 and has held it in 9 quarters since.
Apollon Wealth Management's Dimensional Core Fixed Income ETF position peaked at $610K in Q2 2025.
481 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q1 2026.

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