Rappaport Reiches Capital Management’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Rappaport Reiches Capital Management’s Portfolio DFGR Stock Details DFGR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$5.8M	Buy	220,810 +15,467	+8%	+$403K	1.45%	14
2024 Q4	$5.24M	Buy	205,343 +17,993	+10%	+$494K	1.35%	16
2024 Q3	$5.41M	Buy	187,350 +13,141	+8%	+$358K	1.44%	16
2024 Q2	$4.35M	Buy	174,209 +23,952	+16%	+$589K	1.28%	16
2024 Q1	$3.84M	Buy	150,257 +16,226	+12%	+$407K	1.2%	17
2023 Q4	$3.48M	Buy	134,031 +30,037	+29%	+$704K	1.27%	15
2023 Q3	$2.33M	Buy	103,994 +23,848	+30%	+$577K	0.98%	17
2023 Q2	$1.95M	Buy	80,146 +27,954	+54%	+$681K	0.82%	19
2023 Q1	$1.28M	Buy	52,192 +39,663	+317%	+$1M	0.57%	23
2022 Q4	$306K	Buy	+12,529	New	+$309K	0.15%	58

Other funds holding DFGR

FFM

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $3.63B AUM 17.91% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

BJL

Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return

LFA

LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return

DPW

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

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

Rappaport Reiches Capital Management increased its Dimensional Global Real Estate ETF (DFGR) stake by 7.5% in Q1 2025, buying an estimated $403K and bringing the position to 220,810 shares worth $5.8M. The position accounts for 1.45% of the portfolio, ranked #14.

Rappaport Reiches Capital Management first reported a position in DFGR in Q4 2022 and has held it in 10 quarters since. 250 funds tracked by Wall St. Rank hold DFGR as of Q1 2025.

Rappaport Reiches Capital Management held 220,810 shares of Dimensional Global Real Estate ETF worth $5.8M as of Q1 2025.
Rappaport Reiches Capital Management bought 15,467 Dimensional Global Real Estate ETF shares in Q1 2025, an estimated $403K.
Dimensional Global Real Estate ETF made up 1.45% of Rappaport Reiches Capital Management's portfolio in Q1 2025, its #14 holding.
Rappaport Reiches Capital Management first reported a position in Dimensional Global Real Estate ETF in Q4 2022 and has held it in 10 quarters since.
250 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q1 2025.

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