Number of Shares
248,724.00
Current Holdings Value*
$8.21 Mil
% of Portfolio
2.05%
Total Estimate Gain
$2.52 Mil
% of Total Estimate Gain
28.23%

Rappaport Reiches Capital Management, LLC's Dimensional U.S. Core Equity 2 ETF Holding Summary

As of 2025-03-31, Rappaport Reiches Capital Management, LLC held 248,724.00 shares of Dimensional U.S. Core Equity 2 ETF(DFAC), totaling $8.21 Mil. This investment constitutes 2.05% of their stock portfolio, and Rappaport Reiches Capital Management, LLC now holds 0.03% of the outstanding Dimensional U.S. Core Equity 2 ETF(DFAC) stock.

The initial trade took place in 2022Q1. And since then Rappaport Reiches Capital Management, LLC has made 3 purchases of DFAC, at an average price of $26.37, for a total of 338,825.00 shares. In addition, there have been 10 sales at an average price of $26.27 for 90,101.00 shares. Based on historical transaction data and DFAC's current price of $36.56, Rappaport Reiches Capital Management, LLC's estimated gain on his DFAC holdings is $2.52 Mil, reflecting a 28.23% gain to date.

Rappaport Reiches Capital Management, LLC DFAC ($36.56) Holding Chart

Rappaport Reiches Capital Management, LLC DFAC ($36.56) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

Top Ranked Articles

  • 1