Rather & Kittrell
DFAR icon

Rather & Kittrell’s DFA Real Estate Securities Portfolio ETF Class Shares 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
Q2 		$26.4M Buy
1,008,922
+4,015
+0.4% +$103K 3.69% 10
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 $97.6B AUM 29.43% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Elwood & Goetz Wealth Advisory Group
Elwood & Goetz Wealth Advisory Group Athens, Georgia $676M AUM 26.38% 1-Year Est. Return
RAM Investment Partners
RAM Investment Partners Bellevue, Washington $625M AUM 16.29% 1-Year Est. Return
Moisand Fitzgerald Tamayo
Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return

Rather & Kittrell's DFAR Position: Q2 2026 in Review

Rather & Kittrell increased its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) stake by 0.4% in Q2 2026, buying an estimated $103K and bringing the position to 1,008,922 shares worth $26.4M. The position accounts for 3.69% of the portfolio, ranked #10.

Rather & Kittrell first reported a position in DFAR in Q2 2022 and has held it in 17 quarters since. 301 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

  • Rather & Kittrell held 1,008,922 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $26.4M as of Q2 2026.
  • Rather & Kittrell bought 4,015 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q2 2026, an estimated $103K.
  • DFA Real Estate Securities Portfolio ETF Class Shares made up 3.69% of Rather & Kittrell's portfolio in Q2 2026, its #10 holding.
  • Rather & Kittrell first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q2 2022 and has held it in 17 quarters since.
  • 301 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q2 2026.

Based on Rather & Kittrell's 13F filing for Q2 2026, filed 12 Aug 2026.