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RAFFA WEALTH MANAGEMENT, LLC’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’s Portfolio DFAU Stock Details DFAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3M Buy
58,116
+355
+0.6% +$17.8K 0.38% 35
2026
Q1 		$2.61M Buy
57,761
+34
+0.1% +$1.6K 0.41% 32
2025
Q4 		$2.7M Sell
57,727
-1,263
-2% -$58.5K 0.42% 36
2025
Q3 		$2.7M Sell
58,990
-8,905
-13% -$392K 0.48% 35
2025
Q2 		$2.88M Buy
67,895
+300
+0.4% +$11.8K 0.58% 29
2025
Q1 		$2.6M Sell
67,595
-361
-0.5% -$14.6K 0.59% 32
2024
Q4 		$2.75M Sell
67,956
-809
-1% -$33K 0.64% 27
2024
Q3 		$2.73M Sell
68,765
-965
-1% -$36.9K 0.66% 28
2024
Q2 		$2.61M Sell
69,730
-879
-1% -$31.9K 0.74% 26
2024
Q1 		$2.58M Buy
70,609
+1,195
+2% +$41.4K 0.77% 25
2023
Q4 		$2.31M Buy
69,414
+1,654
+2% +$51.3K 0.7% 25
2023
Q3 		$2.03M Buy
67,760
+4,876
+8% +$152K 0.69% 25
2023
Q2 		$1.95M Buy
62,884
+1,266
+2% +$37.1K 0.66% 27
2023
Q1 		$1.77M Buy
61,618
+1,438
+2% +$40.7K 0.65% 27
2022
Q4 		$1.63M Buy
60,180
+2,998
+5% +$81.5K 0.67% 24
2022
Q3 		$1.44M Buy
57,182
+20,853
+57% +$581K 0.64% 23
2022
Q2 		$960K Buy
36,329
+34,952
+2,538% +$1M 0.44% 23
2022
Q1 		$43.4K Buy
+1,377
New +$42.8K 0.02% 157

Other funds holding DFAU

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
KA
Kooman & Associates Altoona, Pennsylvania $372M AUM 22.32% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
AWM
Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
5NPW
55 North Private Wealth Winter Park, Florida $508M AUM
PWMG
Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return

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

RAFFA WEALTH MANAGEMENT, LLC increased its Dimensional US Core Equity Market ETF (DFAU) stake by 0.61% in Q2 2026, buying an estimated $17.8K and bringing the position to 58,116 shares worth $3M. The position accounts for 0.38% of the portfolio, ranked #35.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in DFAU in Q1 2022 and has held it in 18 quarters since. 232 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 58,116 shares of Dimensional US Core Equity Market ETF worth $3M as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC bought 355 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $17.8K.
  • Dimensional US Core Equity Market ETF made up 0.38% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #35 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Dimensional US Core Equity Market ETF in Q1 2022 and has held it in 18 quarters since.
  • 232 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

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