DFCF — DIMENSIONAL CORE FIXED INCOME 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 CORE FIXED INCOME ETF (DFCF). 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
10.1% (2025 Q4)
Avg. % of fund
7.23%
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 1,473,372 +167,942 +12.9% 10.10% $62.7M $42.44
2025 Q3 ADDED 1,305,430 +143,113 +12.3% 9.77% $55.8M $42.01
2025 Q2 ADDED 1,162,317 +86,007 +8.0% 9.73% $49.1M $41.06
2025 Q1 ADDED 1,076,310 +76,763 +7.7% 9.82% $45.3M $40.38
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DFCF price (monthly, adj. close)

Other funds also holding DFCF

As of 2025 Q4 — sorted by position size

Ferguson Johnson Wealth Management Inc 23.41% Core Wealth Management, Inc. 3Y 22.72% Creative Capital Management Investments LLC 3Y 15.91% Great Waters Wealth Management 3Y 14.58% Wheels Up Wealth, Inc. 14.22% Grunden Financial Advisory, Inc. 13.87% WPWealth LLP 3Y 13.24% Hiley Hunt Wealth Management 13.1% Truepoint, Inc. 3Y 7Y 12.01% DiNuzzo Private Wealth, Inc. 11.31%
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