Apollon Wealth Management
DFUS icon

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
Q3 		$16.6M Buy
199,382
+63,873
+47% +$5.3M 0.19% 99
2026
Q2 		$11.1M Buy
135,509
+83,643
+161% +$6.61M 0.13% 145
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

Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return
Great Waters Wealth Management
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
G2 Capital Management
G2 Capital Management Columbus, Ohio $441M AUM 11.72% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Intelligence Driven Advisers
Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return
Colony Family Offices
Colony Family Offices Charlotte, North Carolina $438M AUM 13.68% 1-Year Est. Return
DiNuzzo Private Wealth
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return
Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

Apollon Wealth Management increased its Dimensional US Equity ETF (DFUS) stake by 47% in Q3 2026, buying an estimated $5.3M and bringing the position to 199,382 shares worth $16.6M. The position accounts for 0.19% of the portfolio, ranked #99.

Apollon Wealth Management first reported a position in DFUS in Q4 2022 and has held it in 16 quarters since. 304 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

  • Apollon Wealth Management held 199,382 shares of Dimensional US Equity ETF worth $16.6M as of Q3 2026.
  • Apollon Wealth Management bought 63,873 Dimensional US Equity ETF shares in Q3 2026, an estimated $5.3M.
  • Dimensional US Equity ETF made up 0.19% of Apollon Wealth Management's portfolio in Q3 2026, its #99 holding.
  • Apollon Wealth Management first reported a position in Dimensional US Equity ETF in Q4 2022 and has held it in 16 quarters since.
  • 304 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

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