AWM
DFSE

Apollon Wealth Management’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History

Apollon Wealth Management’s Portfolio DFSE Stock Details DFSE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$292K Hold
6,890
– – ﹤0.01% 1134
2025
Q4 		$286K Hold
6,890
– – 0.01% 1084
2025
Q3 		$283K Hold
6,890
– – 0.01% 1068
2025
Q2 		$262K Hold
6,890
– – 0.01% 1062
2025
Q1 		$232K Hold
6,890
– – 0.01% 1050
2024
Q4 		$228K Hold
6,890
– – 0.01% 1047
2024
Q3 		$244K Hold
6,890
– – 0.01% 988
2024
Q2 		$231K Hold
6,890
– – 0.01% 960
2024
Q1 		$222K Hold
6,890
– – 0.01% 999
2023
Q4 		$218K Hold
6,890
– – 0.01% 970
2023
Q3 		$202K Hold
6,890
– – 0.01% 832
2023
Q2 		$210K Buy
+6,890
New +$206K 0.01% 854

Other funds holding DFSE

AC
AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $231M AUM 17.28% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM