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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
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

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $3.63B AUM 17.91% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.64B AUM
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RIM
RW Investment Management Eagle, Idaho $1.03B AUM
SFS
Summit Financial Strategies Columbus, Ohio $1.27B AUM 15.81% 1-Year Est. Return

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

Apollon Wealth Management reduced its Dimensional International Core Equity 2 ETF (DFIC) stake by 1.1% in Q1 2026, selling an estimated $70.7K and leaving 179,987 shares worth $6.39M. The position accounts for 0.1% of the portfolio, ranked #175.

Apollon Wealth Management first reported a position in DFIC in Q4 2022 and has held it in 14 quarters since. 607 funds tracked by Wall St. Rank hold DFIC as of Q1 2026.

  • Apollon Wealth Management held 179,987 shares of Dimensional International Core Equity 2 ETF worth $6.39M as of Q1 2026.
  • Apollon Wealth Management sold 1,946 Dimensional International Core Equity 2 ETF shares in Q1 2026, an estimated $70.7K.
  • Dimensional International Core Equity 2 ETF made up 0.1% of Apollon Wealth Management's portfolio in Q1 2026, its #175 holding.
  • Apollon Wealth Management first reported a position in Dimensional International Core Equity 2 ETF in Q4 2022 and has held it in 14 quarters since.
  • 607 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q1 2026.

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