Number of Shares
856,153.00
Current Holdings Value*
$20.35 Mil
% of Portfolio
4.41%
Total Estimate Gain
$1.84 Mil
% of Total Estimate Gain
9.74%

Rather & Kittrell, Inc.'s Dimensional US Real Estate ETF Holding Summary

As of 2025-03-31, Rather & Kittrell, Inc. held 856,153.00 shares of Dimensional US Real Estate ETF(DFAR), totaling $20.35 Mil. This investment constitutes 4.41% of their stock portfolio, and Rather & Kittrell, Inc. now holds 1.53% of the outstanding Dimensional US Real Estate ETF(DFAR) stock.

The initial trade took place in 2022Q2. And since then Rather & Kittrell, Inc. has made 11 purchases of DFAR, at an average price of $21.57, for a total of 874,039.00 shares. In addition, there have been 1 sales at an average price of $24.21 for 17,886.00 shares. Based on historical transaction data and DFAR's current price of $23.66, Rather & Kittrell, Inc.'s estimated gain on his DFAR holdings is $1.84 Mil, reflecting a 9.74% gain to date.

Rather & Kittrell, Inc. DFAR ($23.66) Holding Chart

Rather & Kittrell, Inc. DFAR ($23.66) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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