DFAX DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF

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

AI Ownership Summary

Rather & Kittrell, Inc. reported DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF (DFAX) in 14 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 0.65% in 2025 Q2. The latest visible filing shows DFAX at 0.58% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this DFAX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Rather & Kittrell, Inc.'s position in DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

DFAX was reported at 0.58% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.65% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Rather & Kittrell, Inc. held DFAX — position size vs. price
% of Fund (quarterly)    DFAX price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 109,814 -851 -0.8% 0.58% $3.6M 2026-02-14 (Est.) $36.17
2025 Q3 REDUCED 110,665 -1,355 -1.2% 0.61% $3.5M 2025-10-28 $31.77
2025 Q2 REDUCED 112,020 -1,309 -1.2% 0.65% $3.3M 2025-08-12 $29.97
2025 Q1 ADDED 113,329 +23,623 +26.3% 0.64% $3.0M 2025-05-15 $27.26
2024 Q4 ADDED 89,706 +14,991 +20.1% 0.52% $2.2M 2025-02-13 $25.51
2024 Q3 ADDED 74,715 +1,116 +1.5% 0.49% $2.0M 2024-11-01 $24.86
2024 Q2 ADDED 73,599 +3,212 +4.6% 0.51% $1.9M 2024-07-29 $24.42
2024 Q1 ADDED 70,387 +13,021 +22.7% 0.54% $1.8M 2024-04-25 $23.56
2023 Q4 ADDED 57,366 +6,891 +13.7% 0.49% $1.4M 2024-02-02 $22.61
2023 Q3 ADDED 50,475 +4,490 +9.8% 0.46% $1.1M 2023-11-09 $20.84
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Rather & Kittrell, Inc. and DFAX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Rather & Kittrell, Inc. reported owning DFAX?

Rather & Kittrell, Inc. reported DFAX across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported DFAX position in Rather & Kittrell, Inc.'s portfolio?

The largest reported portfolio weight for DFAX was 0.65% in 2025 Q2.

What is the latest reported DFAX position on this page?

The most recent filing on this page is 2025 Q4, when Rather & Kittrell, Inc. reported 109,814 shares, equal to 0.58% of portfolio, with an estimated market value of $3.6M.

What does the chart on this DFAX ownership page compare?

The chart compares Rather & Kittrell, Inc.'s quarterly DFAX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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