RK
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Rather & Kittrell’s Dimensional US Real Estate ETF DFAR Stock Holding History

Rather & Kittrell’s Portfolio DFAR Stock Details DFAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$23.8M Sell
1,004,907
-4,787
-0.5% -$115K 3.67% 10
2025
Q4 		$23.1M Buy
1,009,694
+95,851
+10% +$2.24M 3.72% 9
2025
Q3 		$21.8M Buy
913,843
+49,067
+6% +$1.16M 3.82% 9
2025
Q2 		$20.3M Buy
864,776
+8,623
+1% +$200K 4.02% 8
2025
Q1 		$20.4M Buy
856,153
+7,059
+0.8% +$166K 4.41% 8
2024
Q4 		$19.8M Buy
849,094
+14,732
+2% +$365K 4.64% 8
2024
Q3 		$21.4M Sell
834,362
-17,886
-2% -$433K 5.24% 6
2024
Q2 		$18.8M Buy
852,248
+34,348
+4% +$738K 5.18% 6
2024
Q1 		$18.3M Buy
817,900
+3,780
+0.5% +$83.3K 5.47% 7
2023
Q4 		$18.5M Buy
814,120
+25,530
+3% +$523K 6.46% 6
2023
Q3 		$15.4M Buy
788,590
+96,551
+14% +$2.05M 6.21% 7
2023
Q2 		$14.9M Buy
692,039
+86,245
+14% +$1.82M 6.22% 5
2023
Q1 		$13M Buy
605,794
+119,304
+25% +$2.62M 5.92% 6
2022
Q4 		$10.3M Buy
486,490
+426,283
+708% +$9.03M 5.47% 7
2022
Q3 		$1.24M Buy
60,207
+35,867
+147% +$851K 1.3% 18
2022
Q2 		$562K Buy
+24,340
New +$609K 0.62% 30

Other funds holding DFAR

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $589M AUM 19.26% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
VT
Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
RIP
RAM Investment Partners Bellevue, Washington $569M AUM 16.27% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return

Rather & Kittrell's DFAR Position: Q1 2026 in Review

Rather & Kittrell reduced its Dimensional US Real Estate ETF (DFAR) stake by 0.47% in Q1 2026, selling an estimated $115K and leaving 1,004,907 shares worth $23.8M. The position accounts for 3.67% of the portfolio, ranked #10.

Rather & Kittrell first reported a position in DFAR in Q2 2022 and has held it in 16 quarters since. 286 funds tracked by Wall St. Rank hold DFAR as of Q1 2026.

  • Rather & Kittrell held 1,004,907 shares of Dimensional US Real Estate ETF worth $23.8M as of Q1 2026.
  • Rather & Kittrell sold 4,787 Dimensional US Real Estate ETF shares in Q1 2026, an estimated $115K.
  • Dimensional US Real Estate ETF made up 3.67% of Rather & Kittrell's portfolio in Q1 2026, its #10 holding.
  • Rather & Kittrell first reported a position in Dimensional US Real Estate ETF in Q2 2022 and has held it in 16 quarters since.
  • 286 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q1 2026.

Based on Rather & Kittrell's 13F filing for Q1 2026, filed 12 May 2026.