RWM
DFUS

Raffa Wealth Management’s Dimensional US Equity ETF DFUS Stock Holding History

Raffa Wealth Management’s Portfolio DFUS Stock Details DFUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$181K Sell
2,215
-33
-1% -$2.61K 0.02% 97
2026
Q1 		$159K Buy
2,248
+5
+0.2% +$371 0.02% 97
2025
Q4 		$166K Buy
2,243
+5
+0.2% +$367 0.03% 100
2025
Q3 		$162K Buy
2,238
+5
+0.2% +$348 0.03% 93
2025
Q2 		$150K Sell
2,233
-586
-21% -$36.3K 0.03% 99
2025
Q1 		$171K Sell
2,819
-60
-2% -$3.83K 0.04% 87
2024
Q4 		$184K Buy
2,879
+867
+43% +$55.6K 0.04% 83
2024
Q3 		$125K Buy
2,012
+428
+27% +$25.6K 0.03% 99
2024
Q2 		$93.2K Buy
+1,584
New +$90.1K 0.03% 149

Other funds holding DFUS

Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

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

Raffa Wealth Management reduced its Dimensional US Equity ETF (DFUS) stake by 1.5% in Q2 2026, selling an estimated $2.61K and leaving 2,215 shares worth $181K. The position accounts for 0.02% of the portfolio, ranked #97.

Raffa Wealth Management first reported a position in DFUS in Q2 2024 and has held it in 9 quarters since. The position peaked at $184K in Q4 2024. 839 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Raffa Wealth Management held 2,215 shares of Dimensional US Equity ETF worth $181K as of Q2 2026.
  • Raffa Wealth Management sold 33 Dimensional US Equity ETF shares in Q2 2026, an estimated $2.61K.
  • Dimensional US Equity ETF made up 0.02% of Raffa Wealth Management's portfolio in Q2 2026, its #97 holding.
  • Raffa Wealth Management first reported a position in Dimensional US Equity ETF in Q2 2024 and has held it in 9 quarters since.
  • Raffa Wealth Management's Dimensional US Equity ETF position peaked at $184K in Q4 2024.
  • 839 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

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