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RAFFA WEALTH MANAGEMENT, LLC’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
BEW
Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's DFAC Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC 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, LLC first reported a position in DFAC in Q1 2022 and has held it in 18 quarters since. 496 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 894,699 shares of Dimensional US Core Equity 2 ETF worth $39.7M as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC 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, LLC's portfolio in Q2 2026, its #9 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Dimensional US Core Equity 2 ETF in Q1 2022 and has held it in 18 quarters since.
  • 496 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.