RK

Rather & Kittrell, Inc.

13F
Rather & Kittrell, Inc.
Last update 2025-05-15 85 Stocks (6 new)
Value $461.00 Mil Turnover 8 %
Countries:
Top Holdings: DFIC(11.74%)DFCF(9.82%)DFSD(9.47%)DFAC(8.34%)DFNM(7.92%)
Summary Stock Picks Current Portfolio
Rather & Kittrell, Inc. Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
DFIC
Dimensional International Core Equity 2 ETF
Dimensional International Core Equity 2 ETF
1,948,617
54,113.1
+10.29%
11.740
+1.10%
0.650
+15.65%
+22.83%
9,697.0
 
DFCF
Dimensional Core Fixed Income ETF
1,076,310
45,269.6
+7.68%
9.820
+0.70%
0.680
+0.67%
+4.11%
7,072.8
 
DFSD
Dimensional Short-Duration Fixed Income ETF
Dimensional Short-Duration Fixed Income ETF
918,398
43,642.3
+7.16%
9.470
+0.63%
0.980
+1.34%
+3.70%
4,784.4
 
DFAC
Dimensional U.S. Core Equity 2 ETF
1,164,953
38,431.8
-0.80%
8.340
-0.08%
0.120
+16.10%
+6.16%
35,420.4
 
DFNM
Dimensional National Municipal Bond ETF
Dimensional National Municipal Bond ETF
767,756
36,522.1
+9.96%
7.920
+0.72%
2.380
-0.14%
+0.68%
1,566.5
 
DCOR
Dimensional US Core Equity 1 ETF
406,889
24,954.5
+29.60%
5.410
+1.24%
1.610
+16.04%
+6.61%
1,839.1
 
DFEM
Dimensional Emerging Markets Core Equity 2 ETF
Dimensional Emerging Markets Core Equity 2 ETF
902,077
23,869.0
+11.20%
5.180
+0.52%
0.500
+15.72%
+16.02%
5,684.3
 
DFAR
Dimensional US Real Estate ETF
856,153
20,350.8
+0.83%
4.410
+0.04%
1.530
+2.81%
+2.36%
1,353.4
 
DFIP
Dimensional Inflation-Protected Securities ETF
Dimensional Inflation-Protected Securities ETF
419,710
17,674.4
+10.56%
3.830
+0.37%
1.980
-0.15%
+5.08%
920.3
 
DFGR
Dimensional Global Real Estate ETF
668,850
17,564.0
+21.71%
3.810
+0.68%
0.740
+5.38%
+6.86%
2,542.3
 

Rather & Kittrell, Inc.'s Historical Top Holdings Breakdowns

Rather & Kittrell, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
DCOR
Dimensional US Core Equity 1 ETF
2025-03-31
Add
Add
+1.24%
●
60.24 ($64.43) 67.06
$68.05
5.62%
Add 29.6%
406,889
92,934
DFIC
Dimensional International Core Equity 2 ETF
Dimensional International Core Equity 2 ETF
2025-03-31
Add
Add
+1.10%
●
25.54 ($27.31) 28.8
$31.21
14.28%
Add 10.29%
1,948,617
181,850
DFNM
Dimensional National Municipal Bond ETF
Dimensional National Municipal Bond ETF
2025-03-31
Add
Add
+0.72%
●
47.35 ($47.88) 48.24
$47.47
-0.86%
Add 9.96%
767,756
69,561
DFCF
Dimensional Core Fixed Income ETF
2025-03-31
Add
Add
+0.70%
●
40.79 ($41.67) 42.32
$42.15
1.15%
Add 7.68%
1,076,310
76,763
DFGR
Dimensional Global Real Estate ETF
2025-03-31
Add
Add
+0.68%
●
24.73 ($26.06) 26.89
$27.06
3.84%
Add 21.71%
668,850
119,298
DFSD
Dimensional Short-Duration Fixed Income ETF
Dimensional Short-Duration Fixed Income ETF
2025-03-31
Add
Add
+0.63%
●
46.74 ($47.22) 47.57
$47.94
1.52%
Add 7.16%
918,398
61,386
DFEM
Dimensional Emerging Markets Core Equity 2 ETF
Dimensional Emerging Markets Core Equity 2 ETF
2025-03-31
Add
Add
+0.52%
●
25.35 ($26.59) 27.46
$30.06
13.05%
Add 11.2%
902,077
90,843
DFSV
Dimensional US Small Cap Value ETF
2025-03-31
Add
Add
+0.44%
●
27.56 ($30.26) 32.1
$30.86
1.98%
Add 16.19%
519,066
72,344
DFIP
Dimensional Inflation-Protected Securities ETF
Dimensional Inflation-Protected Securities ETF
2025-03-31
Add
Add
+0.37%
●
40.27 ($41.25) 42.11
$41.69
1.07%
Add 10.56%
419,710
40,087
LLY
Eli Lilly and Co
2025-03-31
New Buy
New Buy
+0.24%
●
725.72 ($832.09) 929.72
$780.67
-6.18%
New holding
1,315
1,315

Rather & Kittrell, Inc. Total Holding History ($B)

To

Rather & Kittrell, Inc.'s Asset Allocation

To

Rather & Kittrell, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Rather & Kittrell, Inc.'s Hypothetical Growth since 2025-03-31

Rather & Kittrell, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Rather & Kittrell, Inc.'s Holdings Heat Map

Size field:

Rather & Kittrell, Inc.'s Holdings Bubble Chart

Rather & Kittrell, Inc. News

  • 1

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