RAFFA WEALTH MANAGEMENT, LLC’s Dimensional US Large Cap Vector ETF DFVX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$119K	Buy	1,450 +4	+0.3%	+$321	0.02%	119
2026 Q1	$107K	Buy	1,446 +5	+0.3%	+$383	0.02%	110
2025 Q4	$107K	Sell	1,441 -54	-4%	-$3.96K	0.02%	115
2025 Q3	$109K	Buy	1,495 +6	+0.4%	+$426	0.02%	111
2025 Q2	$103K	Buy	1,489 +206	+16%	+$13.3K	0.02%	124
2025 Q1	$82.3K	Buy	+1,283	New	+$85.6K	0.02%	118

Other funds holding DFVX

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return

FFG

First Financial Group Raleigh, North Carolina $138M AUM 15.95% 1-Year Est. Return

BDFS Capital Rehoboth Beach, Delaware $230M AUM

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

EWA LLC Pittsbugh, Pennsylvania $548M AUM 35.14% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

WETS

Wealth Enhancement Trust Services Sioux Falls, South Dakota $900M AUM

RWM

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

SIS

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

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

RAFFA WEALTH MANAGEMENT, LLC increased its Dimensional US Large Cap Vector ETF (DFVX) stake by 0.28% in Q2 2026, buying an estimated $321 and bringing the position to 1,450 shares worth $119K. The position accounts for 0.02% of the portfolio, ranked #119.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in DFVX in Q1 2025 and has held it in 6 quarters since. 16 funds tracked by Wall St. Rank hold DFVX as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 1,450 shares of Dimensional US Large Cap Vector ETF worth $119K as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC bought 4 Dimensional US Large Cap Vector ETF shares in Q2 2026, an estimated $321.
Dimensional US Large Cap Vector ETF made up 0.02% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #119 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in Dimensional US Large Cap Vector ETF in Q1 2025 and has held it in 6 quarters since.
16 funds tracked by Wall St. Rank held Dimensional US Large Cap Vector ETF as of Q2 2026.

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