AWM
DFSD

Apollon Wealth Management’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Apollon Wealth Management’s Portfolio DFSD Stock Details DFSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.51M Sell
52,388
-3
-0% -$144 0.04% 341
2025
Q4 		$2.51M Sell
52,391
-9,667
-16% -$466K 0.04% 326
2025
Q3 		$2.99M Sell
62,058
-4,327
-7% -$208K 0.05% 292
2025
Q2 		$3.19M Buy
66,385
+6,704
+11% +$319K 0.06% 261
2025
Q1 		$2.84M Sell
59,681
-1,784
-3% -$84.2K 0.06% 264
2024
Q4 		$2.88M Sell
61,465
-3,205
-5% -$152K 0.07% 269
2024
Q3 		$3.09M Buy
64,670
+264
+0.4% +$12.5K 0.09% 213
2024
Q2 		$3.03M Buy
64,406
+5,929
+10% +$278K 0.09% 201
2024
Q1 		$2.75M Buy
58,477
+12,977
+29% +$610K 0.09% 215
2023
Q4 		$2.14M Buy
45,500
+3,500
+8% +$163K 0.07% 242
2023
Q3 		$1.95M Buy
42,000
+11,500
+38% +$535K 0.1% 197
2023
Q2 		$1.41M Buy
30,500
+15,500
+103% +$722K 0.07% 297
2023
Q1 		$700K Buy
15,000
+8,000
+114% +$372K 0.04% 431
2022
Q4 		$323K Buy
+7,000
New +$321K 0.02% 645

Other funds holding DFSD

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $987M AUM 12.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VT
Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return

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

Apollon Wealth Management reduced its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 0.01% in Q1 2026, selling an estimated $144 and leaving 52,388 shares worth $2.51M. The position accounts for 0.04% of the portfolio, ranked #341.

Apollon Wealth Management first reported a position in DFSD in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.19M in Q2 2025. 427 funds tracked by Wall St. Rank hold DFSD as of Q1 2026.

  • Apollon Wealth Management held 52,388 shares of Dimensional Short-Duration Fixed Income ETF worth $2.51M as of Q1 2026.
  • Apollon Wealth Management sold 3 Dimensional Short-Duration Fixed Income ETF shares in Q1 2026, an estimated $144.
  • Dimensional Short-Duration Fixed Income ETF made up 0.04% of Apollon Wealth Management's portfolio in Q1 2026, its #341 holding.
  • Apollon Wealth Management first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2022 and has held it in 14 quarters since.
  • Apollon Wealth Management's Dimensional Short-Duration Fixed Income ETF position peaked at $3.19M in Q2 2025.
  • 427 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q1 2026.

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