Raffa Wealth Management’s Dimensional US Large Cap Vector ETF DFVX Stock Holding History

Raffa Wealth Management’s Portfolio DFVX Stock Details DFVX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$119K	Buy	1,450 +4	+0.3%	+$321	0.02%	119
2026 Q1	$107K	Buy	1,446 +5	+0.3%	+$383	0.02%	110
2025 Q4	$107K	Sell	1,441 -54	-4%	-$3.96K	0.02%	115
2025 Q3	$109K	Buy	1,495 +6	+0.4%	+$426	0.02%	111
2025 Q2	$103K	Buy	1,489 +206	+16%	+$13.3K	0.02%	124
2025 Q1	$82.3K	Buy	+1,283	New	+$85.6K	0.02%	118

Other funds holding DFVX

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return

Curio Wealth Annapolis, Maryland $322M AUM 16.26% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

ELM

Elite Life Management Sarasota, Florida $85.4M AUM 22.37% 1-Year Est. Return

MWA

Medallion Wealth Advisors Farmington, Connecticut $317M AUM 21.26% 1-Year Est. Return

USWIA

UP Strategic Wealth Investment Advisors Pittsburgh, Pennsylvania $168M AUM 30.07% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

MHS

M Holdings Securities Portland, Oregon $731M AUM 34.87% 1-Year Est. Return

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

Raffa Wealth Management increased its Dimensional US Large Cap Vector ETF (DFVX) stake by 0.28% in Q2 2026, buying an estimated $321 and bringing the position to 1,450 shares worth $119K. The position accounts for 0.02% of the portfolio, ranked #119.

Raffa Wealth Management first reported a position in DFVX in Q1 2025 and has held it in 6 quarters since. 51 funds tracked by Wall St. Rank hold DFVX as of Q2 2026.

Raffa Wealth Management held 1,450 shares of Dimensional US Large Cap Vector ETF worth $119K as of Q2 2026.
Raffa Wealth Management bought 4 Dimensional US Large Cap Vector ETF shares in Q2 2026, an estimated $321.
Dimensional US Large Cap Vector ETF made up 0.02% of Raffa Wealth Management's portfolio in Q2 2026, its #119 holding.
Raffa Wealth Management first reported a position in Dimensional US Large Cap Vector ETF in Q1 2025 and has held it in 6 quarters since.
51 funds tracked by Wall St. Rank held Dimensional US Large Cap Vector ETF as of Q2 2026.

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