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RAFFA WEALTH MANAGEMENT, LLC’s Dimensional US Real Estate ETF DFAR Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’s Portfolio DFAR Stock Details DFAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$583K Buy
22,282
+21
+0.1% +$540 0.07% 56
2026
Q1 		$526K Sell
22,261
-466
-2% -$11.2K 0.08% 58
2025
Q4 		$520K Sell
22,727
-183
-0.8% -$4.29K 0.08% 62
2025
Q3 		$546K Buy
22,910
+568
+3% +$13.4K 0.1% 57
2025
Q2 		$524K Buy
22,342
+28
+0.1% +$650 0.1% 55
2025
Q1 		$530K Sell
22,314
-39
-0.2% -$920 0.12% 51
2024
Q4 		$520K Buy
22,353
+15
+0.1% +$371 0.12% 50
2024
Q3 		$573K Sell
22,338
-307
-1% -$7.43K 0.14% 48
2024
Q2 		$500K Sell
22,645
-5,090
-18% -$109K 0.14% 50
2024
Q1 		$620K Buy
27,735
+7,311
+36% +$161K 0.18% 44
2023
Q4 		$464K Buy
+20,424
New +$418K 0.14% 46

Other funds holding DFAR

MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BEW
Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return
WDG
Wealth Dimensions Group Cincinnati, Ohio $558M AUM 20.63% 1-Year Est. Return
UWM
United Wealth Management Charlottesville, Virginia $444M AUM 18.36% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
OFA
Onyx Financial Advisors Idaho Falls, Idaho $278M AUM 19.67% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

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

RAFFA WEALTH MANAGEMENT, LLC increased its Dimensional US Real Estate ETF (DFAR) stake by 0.09% in Q2 2026, buying an estimated $540 and bringing the position to 22,282 shares worth $583K. The position accounts for 0.07% of the portfolio, ranked #56.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in DFAR in Q4 2023 and has held it in 11 quarters since. The position peaked at $620K in Q1 2024. 113 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 22,282 shares of Dimensional US Real Estate ETF worth $583K as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC bought 21 Dimensional US Real Estate ETF shares in Q2 2026, an estimated $540.
  • Dimensional US Real Estate ETF made up 0.07% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #56 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Dimensional US Real Estate ETF in Q4 2023 and has held it in 11 quarters since.
  • RAFFA WEALTH MANAGEMENT, LLC's Dimensional US Real Estate ETF position peaked at $620K in Q1 2024.
  • 113 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q2 2026.

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