Apollon Wealth Management
DFCF icon

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
Q3 		$6.26M Buy
155,957
+63,206
+68% +$2.62M 0.07% 224
2026
Q2 		$3.92M Buy
92,751
+85,504
+1,180% +$3.61M 0.05% 321
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

Factory Mutual Insurance
Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Petersen Hastings Wealth Advisors
Petersen Hastings Wealth Advisors Kennewick, Washington $1.21B AUM 9.84% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
True Link Financial Advisors
True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
Great Waters Wealth Management
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Elser Financial Planning
Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return

Apollon Wealth Management's DFCF Position: Q3 2026 in Review

Apollon Wealth Management increased its Dimensional Core Fixed Income ETF (DFCF) stake by 68% in Q3 2026, buying an estimated $2.62M and bringing the position to 155,957 shares worth $6.26M. The position accounts for 0.07% of the portfolio, ranked #224.

Apollon Wealth Management first reported a position in DFCF in Q1 2024 and has held it in 11 quarters since. 366 funds tracked by Wall St. Rank hold DFCF as of Q3 2026.

  • Apollon Wealth Management held 155,957 shares of Dimensional Core Fixed Income ETF worth $6.26M as of Q3 2026.
  • Apollon Wealth Management bought 63,206 Dimensional Core Fixed Income ETF shares in Q3 2026, an estimated $2.62M.
  • Dimensional Core Fixed Income ETF made up 0.07% of Apollon Wealth Management's portfolio in Q3 2026, its #224 holding.
  • Apollon Wealth Management first reported a position in Dimensional Core Fixed Income ETF in Q1 2024 and has held it in 11 quarters since.
  • 366 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q3 2026.

Based on Apollon Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.