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

Apollon Wealth Management, LLC

  • $4.34 Billion
  • Q1 2025

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 59,681 shares of DFSD stock, worth $2.86 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
59,681
Previous 61,465 2.9%
Holding current value
$2.86 Million
Previous $2.88 Million 1.56%
% of portfolio
0.07%
Previous 0.07%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 01, 2025
SELL
$46.74 - $47.55 $83,384 - $84,829
-1,784 Reduced 2.9%
59,681 $2.84 Million
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
354
Shares Held
68.2M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR SHORT DURAT

DFSD Quotes by TradingView
  • Ticker DFSD
  • Sector ETFs
  • Industry ETFs
More about DFSD
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