RWML
DFUS

RAFFA WEALTH MANAGEMENT, LLC’s Dimensional US Equity ETF DFUS Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’s Portfolio DFUS Stock Details DFUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$181K Sell
2,215
-33
-1% -$2.61K 0.02% 97
2026
Q1 		$159K Buy
2,248
+5
+0.2% +$371 0.02% 97
2025
Q4 		$166K Buy
2,243
+5
+0.2% +$367 0.03% 100
2025
Q3 		$162K Buy
2,238
+5
+0.2% +$348 0.03% 93
2025
Q2 		$150K Sell
2,233
-586
-21% -$36.3K 0.03% 99
2025
Q1 		$171K Sell
2,819
-60
-2% -$3.83K 0.04% 87
2024
Q4 		$184K Buy
2,879
+867
+43% +$55.6K 0.04% 83
2024
Q3 		$125K Buy
2,012
+428
+27% +$25.6K 0.03% 99
2024
Q2 		$93.2K Buy
+1,584
New +$90.1K 0.03% 149

Other funds holding DFUS

PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
FFM
Flagstone Financial Management Lincoln, Nebraska $447M AUM 16.79% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CFO
Colony Family Offices Charlotte, North Carolina $455M AUM 21.83% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

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

RAFFA WEALTH MANAGEMENT, LLC reduced its Dimensional US Equity ETF (DFUS) stake by 1.5% in Q2 2026, selling an estimated $2.61K and leaving 2,215 shares worth $181K. The position accounts for 0.02% of the portfolio, ranked #97.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in DFUS in Q2 2024 and has held it in 9 quarters since. The position peaked at $184K in Q4 2024. 350 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 2,215 shares of Dimensional US Equity ETF worth $181K as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC sold 33 Dimensional US Equity ETF shares in Q2 2026, an estimated $2.61K.
  • Dimensional US Equity ETF made up 0.02% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #97 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Dimensional US Equity ETF in Q2 2024 and has held it in 9 quarters since.
  • RAFFA WEALTH MANAGEMENT, LLC's Dimensional US Equity ETF position peaked at $184K in Q4 2024.
  • 350 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

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