RWML
DFSU

RAFFA WEALTH MANAGEMENT, LLC’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’s Portfolio DFSU Stock Details DFSU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$132K Buy
2,821
+639
+29% +$28.9K 0.02% 112
2026
Q1 		$89.6K Buy
2,182
+5
+0.2% +$216 0.01% 117
2025
Q4 		$94.5K Buy
2,177
+5
+0.2% +$215 0.01% 118
2025
Q3 		$92.3K Buy
2,172
+1,170
+117% +$47.9K 0.02% 117
2025
Q2 		$39.3K Buy
+1,002
New +$36.5K 0.01% 191

Other funds holding DFSU

QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
WA
Wealth Architects Mountain View, California $1.27B AUM 36.93% 1-Year Est. Return
QHA
Quarry Hill Advisors St Paul, Minnesota $260M AUM 27.09% 1-Year Est. Return
NCM
New Capital Management Houston, Texas $439M AUM 16.55% 1-Year Est. Return

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

RAFFA WEALTH MANAGEMENT, LLC increased its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 29% in Q2 2026, buying an estimated $28.9K and bringing the position to 2,821 shares worth $132K. The position accounts for 0.02% of the portfolio, ranked #112.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in DFSU in Q2 2025 and has held it in 5 quarters since. 106 funds tracked by Wall St. Rank hold DFSU as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 2,821 shares of Dimensional US Sustainability Core 1 ETF worth $132K as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC bought 639 Dimensional US Sustainability Core 1 ETF shares in Q2 2026, an estimated $28.9K.
  • Dimensional US Sustainability Core 1 ETF made up 0.02% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #112 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Dimensional US Sustainability Core 1 ETF in Q2 2025 and has held it in 5 quarters since.
  • 106 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2026.

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