Apollon Wealth Management, LLC Dimensional ETF Tr U S Target 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 Target stock. As of the latest transaction made, Apollon Wealth Management, LLC holds 12,708 shares of DFAT stock, worth $731,345. This represents 0.02% of its overall portfolio holdings.
Number of Shares
12,708
Previous 14,176
10.36%
Holding current value
$731,345
Previous $735,000
3.95%
% of portfolio
0.02%
Previous 0.02%
Shares
7 transactions
Others Institutions Holding DFAT
# of Institutions
668Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$814 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$716 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$505 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.37MShares$424 Million22.37% of portfolio
-
Savant Capital, LLC5.19MShares$299 Million2.46% of portfolio