Apollon Wealth Management, LLC Dimensional ETF Tr Transaction History
Apollon Wealth Management, LLC
- $5.29 Billion
- Q3 2025
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 1,433,292 shares of DFAI stock, worth $53.2 Million. This represents 0.98% of its overall portfolio holdings.
Number of Shares
1,433,292
Previous 1,415,073
1.29%
Holding current value
$53.2 Million
Previous $48.9 Million
6.5%
% of portfolio
0.98%
Previous 1.02%
Shares
7 transactions
Others Institutions Holding DFAI
# of Institutions
711Shares Held
283MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ16.1MShares$598 Million0.73% of portfolio
-
Coldstream Capital Management Inc11.1MShares$411 Million5.61% of portfolio
-
Envestnet Asset Management Inc9.95MShares$369 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC8.18MShares$303 Million0.02% of portfolio
-
Wiley Bros. Aintree Capital, LLC8.05MShares$299 Million1.96% of portfolio