DFAR — DIMENSIONAL US REAL ESTATE ETF

Ownership history in Rather & Kittrell, Inc.  ·  15 quarters on record

This page tracks every 13F SEC filing in which Rather & Kittrell, Inc. reported a position in DIMENSIONAL US REAL ESTATE ETF (DFAR). 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
6.46% (2023 Q4)
Avg. % of fund
4.58%
First filed
2022 Q2
Last filed
2025 Q4
Quarters held
15
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 1,009,694 +95,851 +10.5% 3.72% $23.1M $22.90
2025 Q3 ADDED 913,843 +49,067 +5.7% 3.82% $21.8M $23.46
2025 Q2 ADDED 864,776 +8,623 +1.0% 4.02% $20.3M $22.94
2025 Q1 ADDED 856,153 +7,059 +0.8% 4.41% $20.4M $23.11
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DFAR price (monthly, adj. close)

Other funds also holding DFAR

As of 2025 Q4 — sorted by position size

Elwood & Goetz Wealth Advisory Group, LLC 3Y 7Y 9.57% Fidato Wealth LLC 3Y 7.66% GREAT OAK CAPITAL PARTNERS, LLC 5.79% RAM Investment Partners, LLC 5.61% Vannoy Advisory Group, Inc. 4.04% Onyx Financial Advisors, LLC 3Y 3.63% Moisand Fitzgerald Tamayo, LLC 3Y 7Y 3.51% Core Wealth Management, Inc. 3Y 3.41% Oceanside Advisors LLC 3.08% PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV 2.96%
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