DFIP — DIMENSIONAL INFLATIONPROTECTED SECURITIES 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 INFLATIONPROTECTED SECURITIES ETF (DFIP). 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
8.49% (2022 Q4)
Avg. % of fund
4.24%
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 505,517 +61,107 +13.8% 3.38% $21.0M $41.56
2025 Q3 ADDED 444,410 +27,029 +6.5% 3.29% $18.8M $41.62
2025 Q2 REDUCED 417,381 -2,329 -0.6% 3.46% $17.5M $40.72
2025 Q1 ADDED 419,710 +40,087 +10.6% 3.83% $17.7M $40.37
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DFIP price (monthly, adj. close)

Other funds also holding DFIP

As of 2025 Q4 — sorted by position size

Heirloom Wealth Management 3Y 10.53% Physician Wealth Solutions Inc. 6.93% Yardley Wealth Management LLC 5.96% Matson Money. Inc. 3Y 7Y 4.91% Leading Edge Financial Planning LLC 3Y 4.5% Planning Center, Inc. 3Y 4.31% Fortitude Family Office, LLC 4.14% Hill Investment Group Partners, LLC 3.97% Five Oceans Advisors 3Y 3.74% McCartney Wealth Management LLC 3.53%
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