Apollon Wealth Management’s Dimensional US Equity ETF DFUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.59M | Sell |
53,640
-686
| -1% | -$46K | 0.07% | 241 |
|
|
2025
Q1 | $3.29M | Sell |
54,326
-1,679
| -3% | -$102K | 0.07% | 242 |
|
|
2024
Q4 | $3.57M | Buy |
56,005
+1,475
| +3% | +$94K | 0.08% | 227 |
|
|
2024
Q3 | $3.39M | Sell |
54,530
-2,905
| -5% | -$181K | 0.1% | 189 |
|
|
2024
Q2 | $3.38M | Sell |
57,435
-5,457
| -9% | -$321K | 0.1% | 180 |
|
|
2024
Q1 | $3.58M | Sell |
62,892
-22,690
| -27% | -$1.29M | 0.11% | 162 |
|
|
2023
Q4 | $4.44M | Buy |
85,582
+2,317
| +3% | +$120K | 0.15% | 128 |
|
|
2023
Q3 | $3.88M | Buy |
83,265
+48,740
| +141% | +$2.27M | 0.19% | 103 |
|
|
2023
Q2 | $1.66M | Hold |
34,525
| – | – | 0.08% | 253 |
|
|
2023
Q1 | $1.53M | Hold |
34,525
| – | – | 0.09% | 222 |
|
|
2022
Q4 | $1.44M | Buy |
+34,525
| New | +$1.44M | 0.1% | 208 |
|