DFIV — DIMENSIONAL INTERNATIONAL VALUE 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 INTERNATIONAL VALUE ETF (DFIV). 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
14.45% (2022 Q2)
Avg. % of fund
5.77%
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 335,871 -9,632 -2.8% 2.70% $16.8M $49.90
2025 Q3 REDUCED 345,503 -6,340 -1.8% 2.79% $15.9M $45.77
2025 Q2 REDUCED 351,843 -8,667 -2.4% 2.98% $15.1M $42.32
2025 Q1 REDUCED 360,510 -1,848 -0.5% 3.08% $14.2M $38.22
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DFIV price (monthly, adj. close)

Other funds also holding DFIV

As of 2025 Q4 — sorted by position size

Team Hewins, LLC 3Y 28.29% DIXON FNANCIAL SERVICES, INC. 3Y 28.04% Financially in Tune, LLC 19.45% Disciplined Equity Management, Inc. 3Y 10.76% Parkwoods Wealth Partners, LLC 10.22% Shearwater Capital LLC 3Y 9.82% Trinity Financial Advisors LLC 3Y 9.23% VESTIA PERSONAL WEALTH ADVISORS 9.22% BAYSHORE ASSET MANAGEMENT, LLC 3Y 9.17% FISCHER INVESTMENT STRATEGIES, LLC 8.85%
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