RAFFA WEALTH MANAGEMENT, LLC’s Dimensional US Small Cap ETF DFAS Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’s Portfolio DFAS Stock Details DFAS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$92K	Buy	1,117 +3	+0.3%	+$232	0.01%	132
2026 Q1	$79.3K	Buy	1,114 +2	+0.2%	+$147	0.01%	132
2025 Q4	$77.4K	Buy	1,112 +4	+0.4%	+$276	0.01%	133
2025 Q3	$75.9K	Hold	1,108	–	–	0.01%	130
2025 Q2	$70.6K	Hold	1,108	–	–	0.01%	157
2025 Q1	$66.2K	Hold	1,108	–	–	0.02%	131
2024 Q4	$72.1K	Hold	1,108	–	–	0.02%	128
2024 Q3	$71.9K	Sell	1,108 -354	-24%	-$22.2K	0.02%	124
2024 Q2	$87.9K	Buy	1,462 +4	+0.3%	+$241	0.02%	158
2024 Q1	$90.9K	Buy	1,458 +2	+0.1%	+$118	0.03%	155
2023 Q4	$86.8K	Buy	1,456 +4	+0.3%	+$214	0.03%	106
2023 Q3	$76.2K	Buy	1,452 +4	+0.3%	+$220	0.03%	105
2023 Q2	$79.3K	Buy	1,448 +5	+0.3%	+$261	0.03%	102
2023 Q1	$76.1K	Buy	1,443 +3	+0.2%	+$162	0.03%	117
2022 Q4	$73.7K	Buy	1,440 +5	+0.3%	+$257	0.03%	109
2022 Q3	$66.8K	Buy	1,435 +4	+0.3%	+$204	0.03%	115
2022 Q2	$68.7K	Buy	1,431 +4	+0.3%	+$207	0.03%	116
2022 Q1	$80K	Buy	1,427 +2	+0.1%	+$113	0.03%	108
2021 Q4	$85.5K	Buy	1,425 +36	+3%	+$2.17K	0.03%	106
2021 Q3	$79.9K	Buy	1,389 +3	+0.2%	+$173	0.03%	87
2021 Q2	$80.9K	Buy	+1,386	New	+$80.6K	0.03%	89

Other funds holding DFAS

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

WMN

Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return

SCM

Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

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

RAFFA WEALTH MANAGEMENT, LLC increased its Dimensional US Small Cap ETF (DFAS) stake by 0.27% in Q2 2026, buying an estimated $232 and bringing the position to 1,117 shares worth $92K. The position accounts for 0.01% of the portfolio, ranked #132.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in DFAS in Q2 2021 and has held it in 21 quarters since. 383 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 1,117 shares of Dimensional US Small Cap ETF worth $92K as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC bought 3 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $232.
Dimensional US Small Cap ETF made up 0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #132 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in Dimensional US Small Cap ETF in Q2 2021 and has held it in 21 quarters since.
383 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

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