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Apollon Wealth Management’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

Apollon Wealth Management’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 		$1.47M Sell
56,295
-2,905
-5% -$74.7K 0.02% 595
2026
Q1 		$1.4M Sell
59,200
-5,800
-9% -$139K 0.02% 478
2025
Q4 		$1.49M Sell
65,000
-5,000
-7% -$117K 0.03% 444
2025
Q3 		$1.67M Sell
70,000
-6,833
-9% -$161K 0.03% 424
2025
Q2 		$1.8M Sell
76,833
-350
-0.5% -$8.13K 0.04% 379
2025
Q1 		$1.83M Sell
77,183
-1,334
-2% -$31.5K 0.04% 348
2024
Q4 		$1.83M Sell
78,517
-2,350
-3% -$58.2K 0.04% 356
2024
Q3 		$2.07M Sell
80,867
-4,000
-5% -$96.8K 0.06% 302
2024
Q2 		$1.88M Sell
84,867
-11,800
-12% -$253K 0.06% 308
2024
Q1 		$2.16M Buy
96,667
+2,667
+3% +$58.8K 0.07% 267
2023
Q4 		$2.14M Sell
94,000
-3,000
-3% -$61.5K 0.07% 243
2023
Q3 		$1.89M Buy
97,000
+5,100
+6% +$108K 0.1% 208
2023
Q2 		$1.98M Sell
91,900
-500
-0.5% -$10.6K 0.1% 214
2023
Q1 		$1.99M Buy
92,400
+32,800
+55% +$721K 0.12% 178
2022
Q4 		$1.26M Buy
+59,600
New +$1.26M 0.09% 236

Other funds holding DFAR

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $676M AUM 26.38% 1-Year Est. Return
RIP
RAM Investment Partners Bellevue, Washington $625M AUM 16.29% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return

Apollon Wealth Management's DFAR Position: Q2 2026 in Review

Apollon Wealth Management reduced its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) stake by 4.9% in Q2 2026, selling an estimated $74.7K and leaving 56,295 shares worth $1.47M. The position accounts for 0.02% of the portfolio, ranked #595.

Apollon Wealth Management first reported a position in DFAR in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.16M in Q1 2024. 301 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

  • Apollon Wealth Management held 56,295 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $1.47M as of Q2 2026.
  • Apollon Wealth Management sold 2,905 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q2 2026, an estimated $74.7K.
  • DFA Real Estate Securities Portfolio ETF Class Shares made up 0.02% of Apollon Wealth Management's portfolio in Q2 2026, its #595 holding.
  • Apollon Wealth Management first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q4 2022 and has held it in 15 quarters since.
  • Apollon Wealth Management's DFA Real Estate Securities Portfolio ETF Class Shares position peaked at $2.16M in Q1 2024.
  • 301 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.