Number of Shares
419,710.00
Current Holdings Value*
$17.67 Mil
% of Portfolio
3.83%
Total Estimate Gain
$-185,233.10
% of Total Estimate Gain
-0.67%

Rather & Kittrell, Inc.'s Dimensional Inflation-Protected Securities ETF Holding Summary

As of 2025-03-31, Rather & Kittrell, Inc. held 419,710.00 shares of Dimensional Inflation-Protected Securities ETF(DFIP), totaling $17.67 Mil. This investment constitutes 3.83% of their stock portfolio, and Rather & Kittrell, Inc. now holds 1.98% of the outstanding Dimensional Inflation-Protected Securities ETF(DFIP) stock.

The initial trade took place in 2022Q2. And since then Rather & Kittrell, Inc. has made 11 purchases of DFIP, at an average price of $41.36, for a total of 673,378.00 shares. In addition, there have been 1 sales at an average price of $40.14 for 253,668.00 shares. Based on historical transaction data and DFIP's current price of $41.65, Rather & Kittrell, Inc.'s estimated gain on his DFIP holdings is $-185,233.10, reflecting a -0.67% gain to date.

Rather & Kittrell, Inc. DFIP ($41.65) Holding Chart

Rather & Kittrell, Inc. DFIP ($41.65) 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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