DFSV — DIMENSIONAL US SMALL CAP VALUE 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 SMALL CAP VALUE ETF (DFSV). 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
3.61% (2025 Q3)
Avg. % of fund
2.5%
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 681,209 +33,608 +5.2% 3.61% $22.4M $32.89
2025 Q3 ADDED 647,601 +64,504 +11.1% 3.61% $20.6M $31.71
2025 Q2 ADDED 583,097 +64,031 +12.3% 3.40% $17.2M $29.18
2025 Q1 ADDED 519,066 +72,344 +16.2% 3.17% $14.6M $27.78
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DFSV price (monthly, adj. close)

Other funds also holding DFSV

As of 2025 Q4 — sorted by position size

Hassell Wealth Management, LLC 3Y 8.78% Arista Wealth Management, LLC 3Y 8.41% Seaside Wealth Management, Inc. 3Y 8.33% Oceanside Advisors LLC 8.07% SENTINEL WEALTH MANAGEMENT, INC. 6.97% Leading Edge Financial Planning LLC 3Y 6.92% von Borstel & Associates, Inc. 6.46% Stordahl Capital Management, Inc. 3Y 7Y 6.3% Physician Wealth Solutions Inc. 5.98% Grunden Financial Advisory, Inc. 5.96%
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