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 Q2	$1.08M	Sell	19,577 -250	-1%	-$13.1K	0.01%	707
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 Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

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

Apollon Wealth Management reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 1.3% in Q2 2026, selling an estimated $13.1K and leaving 19,577 shares worth $1.08M. The position accounts for 0.01% of the portfolio, ranked #707.

Apollon Wealth Management first reported a position in DFUV in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.2M in Q1 2023. 803 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

Apollon Wealth Management held 19,577 shares of Dimensional US Marketwide Value ETF worth $1.08M as of Q2 2026.
Apollon Wealth Management sold 250 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $13.1K.
Dimensional US Marketwide Value ETF made up 0.01% of Apollon Wealth Management's portfolio in Q2 2026, its #707 holding.
Apollon Wealth Management first reported a position in Dimensional US Marketwide Value ETF in Q4 2022 and has held it in 15 quarters since.
Apollon Wealth Management's Dimensional US Marketwide Value ETF position peaked at $1.2M in Q1 2023.
803 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

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