Apollon Wealth Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $996K | Hold |
23,554
| – | – | 0.02% | 553 |
|
|
2025
Q1 | $971K | Sell |
23,554
-3,000
| -11% | -$124K | 0.02% | 517 |
|
|
2024
Q4 | $1.09M | Buy |
26,554
+3,735
| +16% | +$153K | 0.03% | 489 |
|
|
2024
Q3 | $951K | Sell |
22,819
-700
| -3% | -$29.2K | 0.03% | 509 |
|
|
2024
Q2 | $924K | Sell |
23,519
-2,489
| -10% | -$97.7K | 0.03% | 497 |
|
|
2024
Q1 | $1.06M | Hold |
26,008
| – | – | 0.03% | 451 |
|
|
2023
Q4 | $968K | Hold |
26,008
| – | – | 0.03% | 465 |
|
|
2023
Q3 | $885K | Sell |
26,008
-4,995
| -16% | -$170K | 0.04% | 390 |
|
|
2023
Q2 | $1.07M | Sell |
31,003
-4,800
| -13% | -$166K | 0.05% | 369 |
|
|
2023
Q1 | $1.2M | Buy |
35,803
+811
| +2% | +$27.2K | 0.07% | 282 |
|
|
2022
Q4 | $1.17M | Buy |
+34,992
| New | +$1.17M | 0.08% | 257 |
|