Number of Shares
1.07 Mil
Current Holdings Value*
$41.11 Mil
% of Portfolio
10.27%
Total Estimate Gain
$12.01 Mil
% of Total Estimate Gain
35.23%

Rappaport Reiches Capital Management, LLC's Dimensional US Core Equity Market ETF Holding Summary

As of 2025-03-31, Rappaport Reiches Capital Management, LLC held 1.07 Mil shares of Dimensional US Core Equity Market ETF(DFAU), totaling $41.11 Mil. This investment constitutes 10.27% of their stock portfolio, and Rappaport Reiches Capital Management, LLC now holds 0.56% of the outstanding Dimensional US Core Equity Market ETF(DFAU) stock.

The initial trade took place in 2021Q3. And since then Rappaport Reiches Capital Management, LLC has made 15 purchases of DFAU, at an average price of $31.88, for a total of 1.07 Mil shares. Based on historical transaction data and DFAU's current price of $43.11, Rappaport Reiches Capital Management, LLC's estimated gain on his DFAU holdings is $12.01 Mil, reflecting a 35.23% gain to date.

Rappaport Reiches Capital Management, LLC DFAU ($43.11) Holding Chart

Rappaport Reiches Capital Management, LLC DFAU ($43.11) 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 %

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