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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