Apollon Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Apollon Wealth Management, LLC
- $3.14 Billion
- Q1 2024
A detailed history of Apollon Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Apollon Wealth Management, LLC holds 183,506 shares of DFIC stock, worth $4.84 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
183,506
Previous 175,700
4.44%
Holding current value
$4.84 Million
Previous $4.49 Million
9.43%
% of portfolio
0.16%
Previous 0.16%
Shares
6 transactions
Others Institutions Holding DFIC
# of Institutions
326Shares Held
197MCall Options Held
100Put Options Held
100-
Envestnet Asset Management Inc21.4MShares$566 Million0.22% of portfolio
-
Mercer Global Advisors Inc Denver, CO21.3MShares$561 Million1.62% of portfolio
-
Forum Financial Management, LP Lombard, IL16MShares$421 Million8.27% of portfolio
-
Evensky & Katz LLC5.55MShares$146 Million10.48% of portfolio
-
Rw Investment Management LLC Eagle, ID4.55MShares$120 Million16.95% of portfolio