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 Q3	$4.09M	Sell	88,099 -6,393	-7%	-$302K	0.05%	311
2026 Q2	$4.51M	Buy	94,492 +42,104	+80%	+$2.02M	0.05%	282
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

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

55 North Private Wealth Winter Park, Florida $532M AUM 15.93% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

RAM Investment Partners Bellevue, Washington $631M AUM 11.73% 1-Year Est. Return

Woodward Financial Advisors Chapel Hill, North Carolina $254M AUM 11.87% 1-Year Est. Return

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

Apollon Wealth Management reduced its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 6.8% in Q3 2026, selling an estimated $302K and leaving 88,099 shares worth $4.09M. The position accounts for 0.05% of the portfolio, ranked #311.

Apollon Wealth Management first reported a position in DFSD in Q4 2022 and has held it in 16 quarters since. The position peaked at $4.51M in Q2 2026. 161 funds tracked by Wall St. Rank hold DFSD as of Q3 2026.

Apollon Wealth Management held 88,099 shares of Dimensional Short-Duration Fixed Income ETF worth $4.09M as of Q3 2026.
Apollon Wealth Management sold 6,393 Dimensional Short-Duration Fixed Income ETF shares in Q3 2026, an estimated $302K.
Dimensional Short-Duration Fixed Income ETF made up 0.05% of Apollon Wealth Management's portfolio in Q3 2026, its #311 holding.
Apollon Wealth Management first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2022 and has held it in 16 quarters since.
Apollon Wealth Management's Dimensional Short-Duration Fixed Income ETF position peaked at $4.51M in Q2 2026.
161 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q3 2026.

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