RWM
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Raffa Wealth Management’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Raffa Wealth Management’s Portfolio DFAC Stock Details DFAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$39.7M Buy
894,699
+81,224
+10% +$3.48M 5% 9
2026
Q1 		$31.6M Buy
813,475
+18,478
+2% +$744K 4.94% 9
2025
Q4 		$31.5M Buy
794,997
+3,130
+0.4% +$122K 4.84% 9
2025
Q3 		$30.5M Sell
791,867
-26,781
-3% -$999K 5.49% 6
2025
Q2 		$29.3M Buy
818,648
+40,294
+5% +$1.34M 5.87% 6
2025
Q1 		$25.7M Buy
778,354
+38,229
+5% +$1.33M 5.84% 6
2024
Q4 		$25.6M Buy
740,125
+49,100
+7% +$1.73M 5.96% 6
2024
Q3 		$23.7M Buy
691,025
+42,152
+6% +$1.39M 5.72% 5
2024
Q2 		$20.9M Buy
648,873
+27,274
+4% +$860K 5.94% 5
2024
Q1 		$19.9M Buy
621,599
+105,128
+20% +$3.17M 5.92% 4
2023
Q4 		$15.1M Sell
516,471
-8,004
-2% -$217K 4.58% 6
2023
Q3 		$13.7M Buy
524,475
+77,516
+17% +$2.12M 4.67% 6
2023
Q2 		$12.1M Buy
446,959
+72,908
+19% +$1.88M 4.14% 6
2023
Q1 		$9.53M Buy
374,051
+124,491
+50% +$3.15M 3.47% 7
2022
Q4 		$6.06M Buy
249,560
+65,055
+35% +$1.58M 2.48% 9
2022
Q3 		$4.1M Buy
184,505
+50,859
+38% +$1.25M 1.82% 12
2022
Q2 		$3.11M Buy
133,646
+80,813
+153% +$2.05M 1.42% 12
2022
Q1 		$1.46M Buy
+52,833
New +$1.45M 0.54% 19

Other funds holding DFAC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Raffa Wealth Management's DFAC Position: Q2 2026 in Review

Raffa Wealth Management increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 10% in Q2 2026, buying an estimated $3.48M and bringing the position to 894,699 shares worth $39.7M. The position accounts for 5% of the portfolio, ranked #9.

Raffa Wealth Management first reported a position in DFAC in Q1 2022 and has held it in 18 quarters since. 1,176 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Raffa Wealth Management held 894,699 shares of Dimensional US Core Equity 2 ETF worth $39.7M as of Q2 2026.
  • Raffa Wealth Management bought 81,224 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $3.48M.
  • Dimensional US Core Equity 2 ETF made up 5% of Raffa Wealth Management's portfolio in Q2 2026, its #9 holding.
  • Raffa Wealth Management first reported a position in Dimensional US Core Equity 2 ETF in Q1 2022 and has held it in 18 quarters since.
  • 1,176 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Raffa Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.