Apollon Wealth Management’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.19M | Buy |
66,385
+6,704
| +11% | +$322K | 0.06% | 261 |
|
|
2025
Q1 | $2.84M | Sell |
59,681
-1,784
| -3% | -$84.8K | 0.06% | 264 |
|
|
2024
Q4 | $2.88M | Sell |
61,465
-3,205
| -5% | -$150K | 0.07% | 269 |
|
|
2024
Q3 | $3.09M | Buy |
64,670
+264
| +0.4% | +$12.6K | 0.09% | 213 |
|
|
2024
Q2 | $3.03M | Buy |
64,406
+5,929
| +10% | +$279K | 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% | +$165K | 0.07% | 242 |
|
|
2023
Q3 | $1.95M | Buy |
42,000
+11,500
| +38% | +$533K | 0.1% | 197 |
|
|
2023
Q2 | $1.41M | Buy |
30,500
+15,500
| +103% | +$718K | 0.07% | 297 |
|
|
2023
Q1 | $700K | Buy |
15,000
+8,000
| +114% | +$373K | 0.04% | 431 |
|
|
2022
Q4 | $323K | Buy |
+7,000
| New | +$323K | 0.02% | 645 |
|