RWM
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Raffa Wealth Management’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Raffa Wealth Management’s Portfolio DFAX Stock Details DFAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$85K Buy
2,308
+8
+0.3% +$294 0.01% 138
2026
Q1 		$78.1K Sell
2,300
-18
-0.8% -$626 0.01% 134
2025
Q4 		$75.9K Buy
2,318
+6
+0.3% +$191 0.01% 137
2025
Q3 		$72.6K Buy
2,312
+4
+0.2% +$121 0.01% 135
2025
Q2 		$67.8K Sell
2,308
-1,645
-42% -$45.3K 0.01% 158
2025
Q1 		$104K Buy
3,953
+2
+0.1% +$52 0.02% 108
2024
Q4 		$98.2K Buy
3,951
+1,676
+74% +$43.4K 0.02% 112
2024
Q3 		$61.4K Buy
2,275
+16
+0.7% +$415 0.01% 132
2024
Q2 		$57.4K Buy
2,259
+26
+1% +$664 0.02% 190
2024
Q1 		$56.8K Buy
2,233
+2
+0.1% +$49 0.02% 185
2023
Q4 		$54.5K Buy
2,231
+16
+0.7% +$366 0.02% 129
2023
Q3 		$49.9K Buy
2,215
+21
+1% +$491 0.02% 131
2023
Q2 		$51.1K Buy
2,194
+28
+1% +$652 0.02% 133
2023
Q1 		$49.9K Buy
2,166
+8
+0.4% +$183 0.02% 150
2022
Q4 		$46.6K Buy
2,158
+19
+0.9% +$395 0.02% 144
2022
Q3 		$40.4K Buy
2,139
+25
+1% +$531 0.02% 154
2022
Q2 		$45.3K Buy
2,114
+27
+1% +$628 0.02% 147
2022
Q1 		$52.1K Buy
2,087
+254
+14% +$6.43K 0.02% 143
2021
Q4 		$47.9K Buy
1,833
+4
+0.2% +$104 0.02% 156
2021
Q3 		$47.3K Buy
+1,829
New +$48.4K 0.02% 134

Other funds holding DFAX

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
AF
Alerus Financial Grand Forks, North Dakota $2.29B AUM 30.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GWA
Geometric Wealth Advisors Washington, District of Columbia $925M AUM 23.6% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
MWA
Monograph Wealth Advisors Manhattan Beach, California $1.22B AUM 24.22% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

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

Raffa Wealth Management increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 0.35% in Q2 2026, buying an estimated $294 and bringing the position to 2,308 shares worth $85K. The position accounts for 0.01% of the portfolio, ranked #138.

Raffa Wealth Management first reported a position in DFAX in Q3 2021 and has held it in 20 quarters since. The position peaked at $104K in Q1 2025. 684 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

  • Raffa Wealth Management held 2,308 shares of Dimensional World ex US Core Equity 2 ETF worth $85K as of Q2 2026.
  • Raffa Wealth Management bought 8 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $294.
  • Dimensional World ex US Core Equity 2 ETF made up 0.01% of Raffa Wealth Management's portfolio in Q2 2026, its #138 holding.
  • Raffa Wealth Management first reported a position in Dimensional World ex US Core Equity 2 ETF in Q3 2021 and has held it in 20 quarters since.
  • Raffa Wealth Management's Dimensional World ex US Core Equity 2 ETF position peaked at $104K in Q1 2025.
  • 684 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

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