Apollon Wealth Management, LLC Dimensional ETF Tr Us Marketwi Transaction History

Apollon Wealth Management, LLC

$4.22 Billion
Q4 2024

A detailed history of Apollon Wealth Management, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Apollon Wealth Management, LLC holds 26,554 shares of DFUV stock, worth $1.12 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

26,554

Previous 22,819 16.37%

Holding current value

$1.12 Million

Previous $951,000 14.2%

% of portfolio

0.03%

Previous 0.03%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$40.38 - $44.35 $150,819 - $165,647	3,735 Added 16.37%	26,554 $1.09 Million
Q3 2024 Nov 04, 2024	SELL	$38.51 - $41.69 $26,957 - $29,183	-700 Reduced 2.98%	22,819 $951,000
Q2 2024 Jul 19, 2024	SELL	$38.53 - $40.76 $95,901 - $101,451	-2,489 Reduced 9.57%	23,519 $923,000
Q3 2023 Nov 14, 2023	SELL	$33.83 - $36.19 $168,980 - $180,769	-4,995 Reduced 16.11%	26,008 $884,000
Q2 2023 Aug 04, 2023	SELL	$32.32 - $34.5 $155,136 - $165,600	-4,800 Reduced 13.41%	31,003 $1.07 Million
Q1 2023 May 15, 2023	BUY	$31.9 - $35.83 $25,870 - $29,058	811 Added 2.32%	35,803 $1.2 Million
Q4 2022 Feb 15, 2023	BUY	$30.23 - $35.36 $1.06 Million - $1.24 Million	34,992 New	34,992 $1.17 Million

Others Institutions Holding DFUV

# of Institutions

700

Shares Held

275M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR US MARKETWI

Ticker DFUV
Sector ETFs
Industry ETFs

More about DFUV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Apollon Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Apollon Wealth Management, LLC with notifications on news.

Account

Apollon Wealth Management, LLC Dimensional ETF Tr Us Marketwi Transaction History