SEC 13F Intelligence

Rappaport Reiches Capital Management, LLC / DFGR

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

Does Rappaport Reiches Capital Management, LLC own Dimensional Etf Trust (DFGR)? Yes — 220.8K shares worth $6M (+1.45% of its 13F portfolio) as of Q1 2025, up from 205.3K shares the prior filed quarter.

Position Value
$6M
Q1 2025
Shares
220.8K
% of Portfolio
+1.45%
Quarters Held
8
currently held

Position History DFGR

Reported value by quarter
Q2 ’23: $2MQ2 ’23Q3 ’23: $2MQ3 ’23Q4 ’23: $3MQ4 ’23Q1 ’24: $4MQ1 ’24Q2 ’24: $4MQ2 ’24Q3 ’24: $5MQ3 ’24Q4 ’24: $5MQ4 ’24Q1 ’25: $6MQ1 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2025220.8K$6M+1.45%
Q4 2024205.3K$5M+1.35%
Q3 2024187.3K$5M+1.44%
Q2 2024174.2K$4M+1.28%
Q1 2024150.3K$4M+1.20%
Q4 2023134.0K$3M+1.27%
Q3 2023104.0K$2M+0.98%
Q2 202380.1K$2M+0.82%

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 DFGR.