Apollon Wealth Management, LLC Dimensional ETF Tr Short Durat Transaction History

Apollon Wealth Management, LLC

$4.22 Billion
Q4 2024

A detailed history of Apollon Wealth Management, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Apollon Wealth Management, LLC holds 61,465 shares of DFSD stock, worth $2.92 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

61,465

Previous 64,670 4.96%

Holding current value

$2.92 Million

Previous $3.09 Million 6.67%

% of portfolio

0.07%

Previous 0.09%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	SELL	$46.75 - $47.8 $149,833 - $153,199	-3,205 Reduced 4.96%	61,465 $2.88 Million
Q3 2024 Nov 04, 2024	BUY	$47.0 - $47.84 $12,408 - $12,629	264 Added 0.41%	64,670 $3.09 Million
Q2 2024 Jul 19, 2024	BUY	$46.64 - $47.15 $276,528 - $279,552	5,929 Added 10.14%	64,406 $3.03 Million
Q1 2024 May 02, 2024	BUY	$46.78 - $47.19 $607,064 - $612,384	12,977 Added 28.52%	58,477 $2.75 Million
Q4 2023 Feb 06, 2024	BUY	$46.16 - $47.09 $161,560 - $164,815	3,500 Added 8.33%	45,500 $2.14 Million
Q3 2023 Nov 14, 2023	BUY	$46.24 - $46.65 $531,760 - $536,475	11,500 Added 37.7%	42,000 $1.95 Million
Q2 2023 Aug 04, 2023	BUY	$46.28 - $46.83 $717,340 - $725,865	15,500 Added 103.33%	30,500 $1.41 Million
Q1 2023 May 15, 2023	BUY	$46.1 - $46.75 $368,800 - $374,000	8,000 Added 114.29%	15,000 $699,000
Q4 2022 Feb 15, 2023	BUY	$45.19 - $46.47 $316,330 - $325,290	7,000 New	7,000 $322,000

Others Institutions Holding DFSD

# of Institutions

332

Shares Held

66M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR SHORT DURAT

Ticker DFSD
Sector ETFs
Industry ETFs

More about DFSD

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Apollon Wealth Management, LLC Dimensional ETF Tr Short Durat Transaction History