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 REAL ESTATE ETF (DFAR). 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 1,009,694 | +95,851 | +10.5% | 3.72% | $23.1M | $22.90 |
| 2025 Q3 | ADDED | 913,843 | +49,067 | +5.7% | 3.82% | $21.8M | $23.46 |
| 2025 Q2 | ADDED | 864,776 | +8,623 | +1.0% | 4.02% | $20.3M | $22.94 |
| 2025 Q1 | ADDED | 856,153 | +7,059 | +0.8% | 4.41% | $20.4M | $23.11 |
| 2024 Q4 | ADDED | 849,094 | +14,732 | +1.8% | 4.64% | $19.8M | $22.60 |
| 2024 Q3 | REDUCED | 834,362 | -17,886 | -2.1% | 5.24% | $21.4M | $24.54 |
| 2024 Q2 | ADDED | 852,248 | +34,348 | +4.2% | 5.18% | $18.8M | $21.04 |
| 2024 Q1 | ADDED | 817,900 | +3,780 | +0.5% | 5.47% | $18.3M | $21.15 |
| 2023 Q4 | ADDED | 814,120 | +25,530 | +3.2% | 6.46% | $18.5M | $21.48 |
| 2023 Q3 | ADDED | 788,590 | +96,551 | +14.0% | 6.21% | $15.4M | $18.21 |
As of 2025 Q4 — sorted by position size