DFAC — DIMENSIONAL U.S. CORE EQUITY 2 ETF

Ownership history in Rather & Kittrell, Inc.  ·  17 quarters on record

This page tracks every 13F SEC filing in which Rather & Kittrell, Inc. reported a position in DIMENSIONAL U.S. CORE EQUITY 2 ETF (DFAC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
12.75% (2023 Q3)
Avg. % of fund
10.75%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 1,157,544 -15,469 -1.3% 7.38% $45.8M $39.59
2025 Q3 ADDED 1,173,013 +17,247 +1.5% 7.92% $45.2M $38.48
2025 Q2 REDUCED 1,155,766 -9,187 -0.8% 8.20% $41.4M $35.66
2025 Q1 REDUCED 1,164,953 -9,390 -0.8% 8.34% $38.4M $32.72
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DFAC price (monthly, adj. close)

Other funds also holding DFAC

As of 2025 Q4 — sorted by position size

Onyx Financial Advisors, LLC 3Y 60.88% CAPSTONE CAPITAL LLC 46.7% SJS Investment Consulting Inc. 3Y 45.64% Warburton Capital Management, LLC 45.47% BCU Wealth Advisors, LLC 44.02% Geometric Wealth Advisors 3Y 43.65% ANDREWS, LUCIA WEALTH MANAGEMENT LLC 3Y 43.51% Chico Wealth RIA 3Y 43.44% Monument Group Wealth Advisors, LLC 42.47% Shearwater Capital LLC 3Y 38.46%
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