AWM
DFUS

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
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

Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Apollon Wealth Management's DFUS Position: Q2 2026 in Review

Apollon Wealth Management increased its Dimensional US Equity ETF (DFUS) stake by 161% in Q2 2026, buying an estimated $6.61M and bringing the position to 135,509 shares worth $11.1M. The position accounts for 0.13% of the portfolio, ranked #145.

Apollon Wealth Management first reported a position in DFUS in Q4 2022 and has held it in 15 quarters since. 871 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Apollon Wealth Management held 135,509 shares of Dimensional US Equity ETF worth $11.1M as of Q2 2026.
  • Apollon Wealth Management bought 83,643 Dimensional US Equity ETF shares in Q2 2026, an estimated $6.61M.
  • Dimensional US Equity ETF made up 0.13% of Apollon Wealth Management's portfolio in Q2 2026, its #145 holding.
  • Apollon Wealth Management first reported a position in Dimensional US Equity ETF in Q4 2022 and has held it in 15 quarters since.
  • 871 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.