SEC 13F Intelligence

Rappaport Reiches Capital Management, LLC / DFAE

Rappaport Reiches Capital Management, LLC’s Dimensional Etf Trust Position

Does Rappaport Reiches Capital Management, LLC own Dimensional Etf Trust (DFAE)? Yes — 225.8K shares worth $6M (+1.46% of its 13F portfolio) as of Q1 2025, up from 212.8K shares the prior filed quarter.

Position Value
$6M
Q1 2025
Shares
225.8K
% of Portfolio
+1.46%
Quarters Held
8
currently held

Position History DFAE

Reported value by quarter
Q2 ’23: $3MQ2 ’23Q3 ’23: $3MQ3 ’23Q4 ’23: $4MQ4 ’23Q1 ’24: $4MQ1 ’24Q2 ’24: $5MQ2 ’24Q3 ’24: $5MQ3 ’24Q4 ’24: $5MQ4 ’24Q1 ’25: $6MQ1 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2025225.8K$6M+1.46%
Q4 2024212.8K$5M+1.39%
Q3 2024200.3K$5M+1.46%
Q2 2024184.1K$5M+1.40%
Q1 2024170.3K$4M+1.32%
Q4 2023152.6K$4M+1.35%
Q3 2023133.0K$3M+1.27%
Q2 2023113.7K$3M+1.11%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Rappaport Reiches Capital Management, LLC’s full portfolio or all institutional holders of DFAE.