DFSD — DIMENSIONAL SHORTDURATION FIXED INCOME ETF

Ownership history in Rather & Kittrell, Inc.  ·  14 quarters on record

This page tracks every 13F SEC filing in which Rather & Kittrell, Inc. reported a position in DIMENSIONAL SHORTDURATION FIXED INCOME ETF (DFSD). 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
9.51% (2025 Q4)
Avg. % of fund
7.3%
First filed
2022 Q3
Last filed
2025 Q4
Quarters held
14
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 1,231,675 +175,465 +16.6% 9.51% $59.1M $47.95
2025 Q3 ADDED 1,056,210 +96,325 +10.0% 8.91% $50.9M $47.42
2025 Q2 ADDED 959,885 +41,487 +4.5% 9.13% $46.1M $46.72
2025 Q1 ADDED 918,398 +61,386 +7.2% 9.47% $43.6M $45.83
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% of Fund (quarterly)    DFSD price (monthly, adj. close)

Other funds also holding DFSD

As of 2025 Q4 — sorted by position size

Rachor Investment Advisory Services, LLC 35.8% Signature Resources Capital Management, LLC 16.52% Planning Center, Inc. 3Y 13.19% Ruedi Wealth Management, Inc. 3Y 13.1% Keyes, Stange & Wooten Wealth Management, LLC 12.48% Valued Wealth Advisors LLC 11.52% DiNuzzo Private Wealth, Inc. 10.66% Grunden Financial Advisory, Inc. 9.64% MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 3Y 7Y 9.1% WPWealth LLP 3Y 8.79%
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