AWM
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Apollon Wealth Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Apollon Wealth Management’s Portfolio DFUV Stock Details DFUV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$961K Sell
19,827
-2,003
-9% -$98.3K 0.02% 619
2025
Q4 		$1.02M Sell
21,830
-1,400
-6% -$63.5K 0.02% 559
2025
Q3 		$1.04M Sell
23,230
-324
-1% -$14.1K 0.02% 555
2025
Q2 		$996K Hold
23,554
– – 0.02% 553
2025
Q1 		$971K Sell
23,554
-3,000
-11% -$126K 0.02% 517
2024
Q4 		$1.09M Buy
26,554
+3,735
+16% +$159K 0.03% 489
2024
Q3 		$951K Sell
22,819
-700
-3% -$28.3K 0.03% 509
2024
Q2 		$924K Sell
23,519
-2,489
-10% -$98.5K 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% -$175K 0.04% 390
2023
Q2 		$1.07M Sell
31,003
-4,800
-13% -$160K 0.05% 369
2023
Q1 		$1.2M Buy
35,803
+811
+2% +$27.8K 0.07% 282
2022
Q4 		$1.17M Buy
+34,992
New +$1.16M 0.08% 257

Other funds holding DFUV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

Apollon Wealth Management reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 9.2% in Q1 2026, selling an estimated $98.3K and leaving 19,827 shares worth $961K. The position accounts for 0.02% of the portfolio, ranked #619.

Apollon Wealth Management first reported a position in DFUV in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.2M in Q1 2023. 766 funds tracked by Wall St. Rank hold DFUV as of Q1 2026.

  • Apollon Wealth Management held 19,827 shares of Dimensional US Marketwide Value ETF worth $961K as of Q1 2026.
  • Apollon Wealth Management sold 2,003 Dimensional US Marketwide Value ETF shares in Q1 2026, an estimated $98.3K.
  • Dimensional US Marketwide Value ETF made up 0.02% of Apollon Wealth Management's portfolio in Q1 2026, its #619 holding.
  • Apollon Wealth Management first reported a position in Dimensional US Marketwide Value ETF in Q4 2022 and has held it in 14 quarters since.
  • Apollon Wealth Management's Dimensional US Marketwide Value ETF position peaked at $1.2M in Q1 2023.
  • 766 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2026.

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