Rather & Kittrell, Inc. DFSD Holdings History
Number of Shares
918,398.00
Current Holdings Value*
$43.64 Mil
% of Portfolio
9.47%
Total Estimate Gain
$1.08 Mil
% of Total Estimate Gain
2.52%
Rather & Kittrell, Inc.'s Dimensional Short-Duration Fixed Income ETF Holding Summary
As of 2025-03-31, Rather & Kittrell, Inc. held 918,398.00 shares of Dimensional Short-Duration Fixed Income ETF(DFSD), totaling $43.64 Mil. This investment constitutes 9.47% of their stock portfolio, and Rather & Kittrell, Inc. now holds 0.98% of the outstanding Dimensional Short-Duration Fixed Income ETF(DFSD) stock.
The initial trade took place in 2022Q3. And since then Rather & Kittrell, Inc. has made 11 purchases of DFSD, at an average price of $46.74, for a total of 918,398.00 shares. Based on historical transaction data and DFSD's current price of $47.92, Rather & Kittrell, Inc.'s estimated gain on his DFSD holdings is $1.08 Mil, reflecting a 2.52% gain to date.
Rather & Kittrell, Inc. DFSD ($47.92) Holding Chart
Rather & Kittrell, Inc. DFSD ($47.92) 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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