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

Aptus Capital Advisors’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
2025
Q2 		– Sell
-754
Closed -$17.9K – 1539
2025
Q1 		$17.9K Buy
+754
New +$17.8K ﹤0.01% 1226
2024
Q2 		– Sell
-409
Closed -$9.15K – 1178
2024
Q1 		$9.15K Buy
+409
New +$9.01K ﹤0.01% 1044

Other funds holding DFAR

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $676M AUM 26.38% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 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
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $716M AUM 15.48% 1-Year Est. Return

Aptus Capital Advisors's DFAR Position: Q2 2025 in Review

Aptus Capital Advisors sold out of DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) in Q2 2025, closing a stake of 754 shares — an estimated $17.9K sold.

Aptus Capital Advisors first reported a position in DFAR in Q1 2024 and held it in 2 quarters. The position peaked at $17.9K in Q1 2025. 257 funds tracked by Wall St. Rank hold DFAR as of Q2 2025.

  • Aptus Capital Advisors reported no remaining DFA Real Estate Securities Portfolio ETF Class Shares position as of Q2 2025 after selling out during the quarter.
  • Aptus Capital Advisors sold 754 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q2 2025, an estimated $17.9K.
  • Aptus Capital Advisors first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q1 2024 and held it in 2 quarters.
  • Aptus Capital Advisors's DFA Real Estate Securities Portfolio ETF Class Shares position peaked at $17.9K in Q1 2025.
  • 257 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q2 2025.

Based on Aptus Capital Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.