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

RAFFA WEALTH MANAGEMENT, LLC’s Portfolio DFAX Stock Details DFAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$85K Buy
2,308
+8
+0.3% +$294 0.01% 138
2026
Q1 		$78.1K Sell
2,300
-18
-0.8% -$626 0.01% 134
2025
Q4 		$75.9K Buy
2,318
+6
+0.3% +$191 0.01% 137
2025
Q3 		$72.6K Buy
2,312
+4
+0.2% +$121 0.01% 135
2025
Q2 		$67.8K Sell
2,308
-1,645
-42% -$45.3K 0.01% 158
2025
Q1 		$104K Buy
3,953
+2
+0.1% +$52 0.02% 108
2024
Q4 		$98.2K Buy
3,951
+1,676
+74% +$43.4K 0.02% 112
2024
Q3 		$61.4K Buy
2,275
+16
+0.7% +$415 0.01% 132
2024
Q2 		$57.4K Buy
2,259
+26
+1% +$664 0.02% 190
2024
Q1 		$56.8K Buy
2,233
+2
+0.1% +$49 0.02% 185
2023
Q4 		$54.5K Buy
2,231
+16
+0.7% +$366 0.02% 129
2023
Q3 		$49.9K Buy
2,215
+21
+1% +$491 0.02% 131
2023
Q2 		$51.1K Buy
2,194
+28
+1% +$652 0.02% 133
2023
Q1 		$49.9K Buy
2,166
+8
+0.4% +$183 0.02% 150
2022
Q4 		$46.6K Buy
2,158
+19
+0.9% +$395 0.02% 144
2022
Q3 		$40.4K Buy
2,139
+25
+1% +$531 0.02% 154
2022
Q2 		$45.3K Buy
2,114
+27
+1% +$628 0.02% 147
2022
Q1 		$52.1K Buy
2,087
+254
+14% +$6.43K 0.02% 143
2021
Q4 		$47.9K Buy
1,833
+4
+0.2% +$104 0.02% 156
2021
Q3 		$47.3K Buy
+1,829
New +$48.4K 0.02% 134

Other funds holding DFAX

GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
MCM
Morton Capital Management Calabasas, California $731M AUM 20.62% 1-Year Est. Return
CCMI
Creative Capital Management Investments San Diego, California $433M AUM 20.68% 1-Year Est. Return
NCM
New Capital Management Houston, Texas $439M AUM 16.55% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
TWM
Tumwater Wealth Management Boise, Idaho $277M AUM 24.79% 1-Year Est. Return

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

RAFFA WEALTH MANAGEMENT, LLC increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 0.35% in Q2 2026, buying an estimated $294 and bringing the position to 2,308 shares worth $85K. The position accounts for 0.01% of the portfolio, ranked #138.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in DFAX in Q3 2021 and has held it in 20 quarters since. The position peaked at $104K in Q1 2025. 289 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 2,308 shares of Dimensional World ex US Core Equity 2 ETF worth $85K as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC bought 8 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $294.
  • Dimensional World ex US Core Equity 2 ETF made up 0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #138 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Dimensional World ex US Core Equity 2 ETF in Q3 2021 and has held it in 20 quarters since.
  • RAFFA WEALTH MANAGEMENT, LLC's Dimensional World ex US Core Equity 2 ETF position peaked at $104K in Q1 2025.
  • 289 funds tracked by Wall St. Rank held Dimensional World ex 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.