Apollon Wealth Management’s Dimensional US Equity ETF DFUS Stock Holding History

Apollon Wealth Management’s Portfolio DFUS Stock Details DFUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.68M	Sell	51,866 -696	-1%	-$51.6K	0.06%	261
2025 Q4	$3.9M	Sell	52,562 -655	-1%	-$48.1K	0.07%	245
2025 Q3	$3.86M	Sell	53,217 -423	-0.8%	-$29.5K	0.07%	240
2025 Q2	$3.59M	Sell	53,640 -686	-1%	-$42.5K	0.07%	241
2025 Q1	$3.29M	Sell	54,326 -1,679	-3%	-$107K	0.07%	242
2024 Q4	$3.57M	Buy	56,005 +1,475	+3%	+$94.6K	0.08%	227
2024 Q3	$3.39M	Sell	54,530 -2,905	-5%	-$174K	0.1%	189
2024 Q2	$3.38M	Sell	57,435 -5,457	-9%	-$310K	0.1%	180
2024 Q1	$3.58M	Sell	62,892 -22,690	-27%	-$1.23M	0.11%	162
2023 Q4	$4.44M	Buy	85,582 +2,317	+3%	+$112K	0.15%	128
2023 Q3	$3.88M	Buy	83,265 +48,740	+141%	+$2.36M	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

Other funds holding DFUS

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

MPW

MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return

Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

Apollon Wealth Management reduced its Dimensional US Equity ETF (DFUS) stake by 1.3% in Q1 2026, selling an estimated $51.6K and leaving 51,866 shares worth $3.68M. The position accounts for 0.06% of the portfolio, ranked #261.

Apollon Wealth Management first reported a position in DFUS in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.44M in Q4 2023. 850 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

Apollon Wealth Management held 51,866 shares of Dimensional US Equity ETF worth $3.68M as of Q1 2026.
Apollon Wealth Management sold 696 Dimensional US Equity ETF shares in Q1 2026, an estimated $51.6K.
Dimensional US Equity ETF made up 0.06% of Apollon Wealth Management's portfolio in Q1 2026, its #261 holding.
Apollon Wealth Management first reported a position in Dimensional US Equity ETF in Q4 2022 and has held it in 14 quarters since.
Apollon Wealth Management's Dimensional US Equity ETF position peaked at $4.44M in Q4 2023.
850 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

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