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Rappaport Reiches Capital Management’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Rappaport Reiches Capital Management’s Portfolio DFAU Stock Details DFAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$41.1M Buy
1,069,342
+57,386
+6% +$2.33M 10.27% 3
2024
Q4 		$41M Buy
1,011,956
+65,971
+7% +$2.7M 10.58% 3
2024
Q3 		$37.5M Buy
945,985
+69,276
+8% +$2.65M 9.98% 3
2024
Q2 		$32.9M Buy
876,709
+74,894
+9% +$2.72M 9.69% 3
2024
Q1 		$29.3M Buy
801,815
+92,885
+13% +$3.22M 9.17% 3
2023
Q4 		$23.6M Buy
708,930
+98,307
+16% +$3.05M 8.63% 3
2023
Q3 		$18.3M Buy
610,623
+133,448
+28% +$4.15M 7.71% 4
2023
Q2 		$14.8M Buy
477,175
+78,293
+20% +$2.3M 6.17% 6
2023
Q1 		$11.5M Buy
398,882
+92,766
+30% +$2.62M 5.09% 7
2022
Q4 		$8.27M Buy
306,116
+189,803
+163% +$5.16M 4.08% 6
2022
Q3 		$2.93M Buy
116,313
+69,624
+149% +$1.94M 1.49% 14
2022
Q2 		$1.23M Buy
46,689
+27,664
+145% +$794K 0.62% 24
2022
Q1 		$600K Buy
19,025
+4,032
+27% +$125K 0.32% 40
2021
Q4 		$495K Buy
14,993
+5,794
+63% +$186K 0.43% 33
2021
Q3 		$277K Buy
+9,199
New +$284K 0.27% 43

Other funds holding DFAU

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AWA
Aquire Wealth Advisors South Jordan, Utah $381M AUM 17.5% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
BF
Blankinship & Foster Solana Beach, California $452M AUM 16.63% 1-Year Est. Return
KA
Kooman & Associates Altoona, Pennsylvania $372M AUM 22.32% 1-Year Est. Return
HWM
Hemington Wealth Management Falls Church, Virginia $769M AUM 13.16% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

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

Rappaport Reiches Capital Management increased its Dimensional US Core Equity Market ETF (DFAU) stake by 5.7% in Q1 2025, buying an estimated $2.33M and bringing the position to 1,069,342 shares worth $41.1M. The position accounts for 10.27% of the portfolio, ranked #3.

Rappaport Reiches Capital Management first reported a position in DFAU in Q3 2021 and has held it in 15 quarters since. 477 funds tracked by Wall St. Rank hold DFAU as of Q1 2025.

  • Rappaport Reiches Capital Management held 1,069,342 shares of Dimensional US Core Equity Market ETF worth $41.1M as of Q1 2025.
  • Rappaport Reiches Capital Management bought 57,386 Dimensional US Core Equity Market ETF shares in Q1 2025, an estimated $2.33M.
  • Dimensional US Core Equity Market ETF made up 10.27% of Rappaport Reiches Capital Management's portfolio in Q1 2025, its #3 holding.
  • Rappaport Reiches Capital Management first reported a position in Dimensional US Core Equity Market ETF in Q3 2021 and has held it in 15 quarters since.
  • 477 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q1 2025.

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