Apella Capital’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

Apella Capital’s Portfolio DFAR Stock Details DFAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$9.23M	Sell	385,229 -824	-0.2%	-$21.5K	0.12%	130
2026 Q2	$10.3M	Sell	386,053 -2,139	-0.6%	-$55K	0.15%	112
2026 Q1	$10M	Buy	388,192 +226,509	+140%	+$5.45M	0.15%	115
2025 Q4	$3.7M	Buy	161,683 +16,727	+12%	+$392K	0.07%	151
2025 Q3	$3.44M	Buy	144,956 +13,780	+11%	+$325K	0.08%	146
2025 Q2	$3.08M	Buy	131,176 +32,976	+34%	+$766K	0.08%	132
2025 Q1	$2.18M	Buy	98,200 +11,640	+13%	+$275K	0.07%	132
2024 Q4	$2.01M	Buy	86,560 +55,650	+180%	+$1.38M	0.08%	116
2024 Q3	$783K	Buy	30,910 +10,316	+50%	+$250K	0.03%	178
2024 Q2	$456K	Buy	20,594 +244	+1%	+$5.24K	0.02%	218
2024 Q1	$452K	Buy	+20,350	New	+$448K	0.02%	199

Other funds holding DFAR

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

RAM Investment Partners Bellevue, Washington $631M AUM 11.73% 1-Year Est. Return

Fidato Wealth Middleburg Heights, Ohio $184M AUM 10.79% 1-Year Est. Return

Onyx Financial Advisors Idaho Falls, Idaho $280M AUM 12.41% 1-Year Est. Return

Helen Stephens Group Fort Worth, Texas $627M AUM 11.32% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Vannoy Advisory Group Austin, Texas $173M AUM 12.55% 1-Year Est. Return

LFGO

Legacy Financial Group (Oklahoma) Tulsa, Oklahoma $444M AUM 14.45% 1-Year Est. Return

Apella Capital's DFAR Position: Q3 2026 in Review

Apella Capital reduced its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) stake by 0.21% in Q3 2026, selling an estimated $21.5K and leaving 385,229 shares worth $9.23M. The position accounts for 0.12% of the portfolio, ranked #130.

Apella Capital first reported a position in DFAR in Q1 2024 and has held it in 11 quarters since. The position peaked at $10.3M in Q2 2026. 52 funds tracked by Wall St. Rank hold DFAR as of Q3 2026.

Apella Capital held 385,229 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $9.23M as of Q3 2026.
Apella Capital sold 824 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q3 2026, an estimated $21.5K.
DFA Real Estate Securities Portfolio ETF Class Shares made up 0.12% of Apella Capital's portfolio in Q3 2026, its #130 holding.
Apella Capital first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q1 2024 and has held it in 11 quarters since.
Apella Capital's DFA Real Estate Securities Portfolio ETF Class Shares position peaked at $10.3M in Q2 2026.
52 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.