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Apella Capital’s Dimensional US Real Estate ETF 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
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

MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BEW
Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
OFA
Onyx Financial Advisors Idaho Falls, Idaho $278M AUM 19.67% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
GCA
Gradient Capital Advisors San Diego, California $432M AUM 27.29% 1-Year Est. Return
RIAS
Rachor Investment Advisory Services Linden, Michigan $203M AUM

Apella Capital's DFAR Position: Q2 2026 in Review

Apella Capital reduced its Dimensional US Real Estate ETF (DFAR) stake by 0.55% in Q2 2026, selling an estimated $55K and leaving 386,053 shares worth $10.3M. The position accounts for 0.15% of the portfolio, ranked #112.

Apella Capital first reported a position in DFAR in Q1 2024 and has held it in 10 quarters since. 58 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

  • Apella Capital held 386,053 shares of Dimensional US Real Estate ETF worth $10.3M as of Q2 2026.
  • Apella Capital sold 2,139 Dimensional US Real Estate ETF shares in Q2 2026, an estimated $55K.
  • Dimensional US Real Estate ETF made up 0.15% of Apella Capital's portfolio in Q2 2026, its #112 holding.
  • Apella Capital first reported a position in Dimensional US Real Estate ETF in Q1 2024 and has held it in 10 quarters since.
  • 58 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.