Apollon Wealth Management, LLC Dimensional ETF Tr Transaction History
Apollon Wealth Management, LLC
- $4.22 Billion
- Q4 2024
A detailed history of Apollon Wealth Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Apollon Wealth Management, LLC holds 1,082,703 shares of DFAI stock, worth $33.9 Million. This represents 0.75% of its overall portfolio holdings.
Number of Shares
1,082,703
Previous 1,025,219
5.61%
Holding current value
$33.9 Million
Previous $32.6 Million
2.97%
% of portfolio
0.75%
Previous 0.94%
Shares
4 transactions
Others Institutions Holding DFAI
# of Institutions
602Shares Held
229MCall Options Held
3.7KPut Options Held
0-
Essential Planning, Llc. Portsmouth, NH32.3MShares$1.01 Billion6.3% of portfolio
-
Sym Financial Corp6.65MShares$208 Million25.25% of portfolio
-
Bank Of America Corp Charlotte, NC6MShares$187 Million0.01% of portfolio
-
Envestnet Asset Management Inc5.99MShares$187 Million0.06% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.58MShares$174 Million17.39% of portfolio