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Rappaport Reiches Capital Management’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Rappaport Reiches Capital Management’s Portfolio DFAC Stock Details DFAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$8.21M Sell
248,724
-1,086
-0.4% -$37.7K 2.05% 10
2024
Q4 		$8.64M Sell
249,810
-812
-0.3% -$28.6K 2.23% 11
2024
Q3 		$8.59M Sell
250,622
-16,718
-6% -$552K 2.28% 12
2024
Q2 		$8.62M Sell
267,340
-601
-0.2% -$19K 2.54% 10
2024
Q1 		$8.56M Buy
267,941
+125
+0% +$3.77K 2.68% 9
2023
Q4 		$7.83M Sell
267,816
-1,066
-0.4% -$28.8K 2.87% 9
2023
Q3 		$7.04M Sell
268,882
-279
-0.1% -$7.62K 2.97% 9
2023
Q2 		$7.31M Sell
269,161
-385
-0.1% -$9.92K 3.05% 9
2023
Q1 		$6.87M Sell
269,546
-16,207
-6% -$411K 3.05% 9
2022
Q4 		$6.94M Sell
285,753
-52,684
-16% -$1.28M 3.43% 7
2022
Q3 		$7.53M Buy
338,437
+57,950
+21% +$1.42M 3.82% 6
2022
Q2 		$6.54M Sell
280,487
-263
-0.1% -$6.66K 3.28% 7
2022
Q1 		$7.74M Buy
+280,750
New +$7.69M 4.13% 6

Other funds holding DFAC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Rappaport Reiches Capital Management's DFAC Position: Q1 2025 in Review

Rappaport Reiches Capital Management reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.43% in Q1 2025, selling an estimated $37.7K and leaving 248,724 shares worth $8.21M. The position accounts for 2.05% of the portfolio, ranked #10.

Rappaport Reiches Capital Management first reported a position in DFAC in Q1 2022 and has held it in 13 quarters since. The position peaked at $8.64M in Q4 2024. 997 funds tracked by Wall St. Rank hold DFAC as of Q1 2025.

  • Rappaport Reiches Capital Management held 248,724 shares of Dimensional US Core Equity 2 ETF worth $8.21M as of Q1 2025.
  • Rappaport Reiches Capital Management sold 1,086 Dimensional US Core Equity 2 ETF shares in Q1 2025, an estimated $37.7K.
  • Dimensional US Core Equity 2 ETF made up 2.05% of Rappaport Reiches Capital Management's portfolio in Q1 2025, its #10 holding.
  • Rappaport Reiches Capital Management first reported a position in Dimensional US Core Equity 2 ETF in Q1 2022 and has held it in 13 quarters since.
  • Rappaport Reiches Capital Management's Dimensional US Core Equity 2 ETF position peaked at $8.64M in Q4 2024.
  • 997 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2025.

Based on Rappaport Reiches Capital Management's 13F filing for Q1 2025, filed 22 Apr 2025.