Apollon Wealth Management, LLC Dimensional ETF Tr U S Core Eq Transaction History
Apollon Wealth Management, LLC
- $3.45 Billion
- Q3 2024
A detailed history of Apollon Wealth Management, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Apollon Wealth Management, LLC holds 154,187 shares of DFAC stock, worth $5.43 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
154,187
Previous 154,387
0.13%
Holding current value
$5.43 Million
Previous $4.98 Million
6.23%
% of portfolio
0.15%
Previous 0.15%
Shares
8 transactions
Others Institutions Holding DFAC
# of Institutions
918Shares Held
740MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$1.99 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.76 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.32 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.31 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$625 Million0.28% of portfolio