Apollon Wealth Management
DFIC icon

Apollon Wealth Management’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History

Apollon Wealth Management’s Portfolio DFIC Stock Details DFIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$5.98M Sell
158,869
-9,600
-6% -$369K 0.07% 232
2026
Q2 		$6.28M Sell
168,469
-11,518
-6% -$432K 0.08% 217
2026
Q1 		$6.39M Sell
179,987
-1,946
-1% -$70.7K 0.1% 175
2025
Q4 		$6.27M Sell
181,933
-4,400
-2% -$147K 0.11% 172
2025
Q3 		$6.11M Buy
186,333
+618
+0.3% +$19.7K 0.11% 171
2025
Q2 		$5.77M Buy
185,715
+7,720
+4% +$226K 0.11% 162
2025
Q1 		$4.94M Buy
177,995
+4,998
+3% +$136K 0.11% 171
2024
Q4 		$4.47M Sell
172,997
-309
-0.2% -$8.29K 0.1% 178
2024
Q3 		$4.88M Sell
173,306
-4,200
-2% -$114K 0.14% 134
2024
Q2 		$4.67M Sell
177,506
-6,000
-3% -$160K 0.14% 128
2024
Q1 		$4.91M Buy
183,506
+7,806
+4% +$200K 0.15% 120
2023
Q4 		$4.49M Buy
175,700
+2,000
+1% +$47.6K 0.16% 125
2023
Q3 		$4.06M Buy
173,700
+9,200
+6% +$223K 0.2% 94
2023
Q2 		$3.99M Buy
164,500
+28,800
+21% +$700K 0.19% 106
2023
Q1 		$3.27M Buy
135,700
+90,700
+202% +$2.16M 0.2% 107
2022
Q4 		$1.01M Buy
+45,000
New +$962K 0.07% 293

Other funds holding DFIC

Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Evensky & Katz
Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Summit Financial Strategies
Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return
AWM Capital
AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return
MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return
Cannon Financial Strategists
Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Symmetry Partners
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 12.39% 1-Year Est. Return

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

Apollon Wealth Management reduced its Dimensional International Core Equity 2 ETF (DFIC) stake by 5.7% in Q3 2026, selling an estimated $369K and leaving 158,869 shares worth $5.98M. The position accounts for 0.07% of the portfolio, ranked #232.

Apollon Wealth Management first reported a position in DFIC in Q4 2022 and has held it in 16 quarters since. The position peaked at $6.39M in Q1 2026. 248 funds tracked by Wall St. Rank hold DFIC as of Q3 2026.

  • Apollon Wealth Management held 158,869 shares of Dimensional International Core Equity 2 ETF worth $5.98M as of Q3 2026.
  • Apollon Wealth Management sold 9,600 Dimensional International Core Equity 2 ETF shares in Q3 2026, an estimated $369K.
  • Dimensional International Core Equity 2 ETF made up 0.07% of Apollon Wealth Management's portfolio in Q3 2026, its #232 holding.
  • Apollon Wealth Management first reported a position in Dimensional International Core Equity 2 ETF in Q4 2022 and has held it in 16 quarters since.
  • Apollon Wealth Management's Dimensional International Core Equity 2 ETF position peaked at $6.39M in Q1 2026.
  • 248 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q3 2026.

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