RK
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Rather & Kittrell’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Rather & Kittrell’s Portfolio DFAU Stock Details DFAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.36M Sell
123,101
-1,335
-1% -$66.8K 0.89% 16
2026
Q1 		$5.61M Buy
124,436
+4,336
+4% +$204K 0.87% 17
2025
Q4 		$5.62M Buy
120,100
+1,604
+1% +$74.3K 0.91% 17
2025
Q3 		$5.42M Buy
118,496
+176
+0.1% +$7.75K 0.95% 17
2025
Q2 		$5.01M Buy
118,320
+2,672
+2% +$105K 0.99% 17
2025
Q1 		$4.45M Buy
115,648
+2,764
+2% +$112K 0.96% 17
2024
Q4 		$4.57M Sell
112,884
-2,330
-2% -$95.2K 1.07% 17
2024
Q3 		$4.57M Sell
115,214
-7,681
-6% -$293K 1.12% 17
2024
Q2 		$4.61M Sell
122,895
-3,896
-3% -$142K 1.27% 17
2024
Q1 		$4.63M Sell
126,791
-5,648
-4% -$196K 1.39% 17
2023
Q4 		$4.4M Buy
132,439
+19,637
+17% +$610K 1.54% 16
2023
Q3 		$3.38M Sell
112,802
-2,782
-2% -$86.6K 1.36% 15
2023
Q2 		$3.58M Buy
115,584
+1,915
+2% +$56.2K 1.5% 15
2023
Q1 		$3.27M Buy
113,669
+4,131
+4% +$117K 1.49% 16
2022
Q4 		$2.96M Buy
109,538
+72,045
+192% +$1.96M 1.57% 15
2022
Q3 		$942K Buy
37,493
+14,834
+65% +$413K 0.99% 27
2022
Q2 		$598K Buy
+22,659
New +$651K 0.66% 28

Other funds holding DFAU

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
AWA
Aquire Wealth Advisors South Jordan, Utah $436M AUM 20.64% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
MJFG
Mars Jewett Financial Group Bellevue, Washington $494M AUM

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

Rather & Kittrell reduced its Dimensional US Core Equity Market ETF (DFAU) stake by 1.1% in Q2 2026, selling an estimated $66.8K and leaving 123,101 shares worth $6.36M. The position accounts for 0.89% of the portfolio, ranked #16.

Rather & Kittrell first reported a position in DFAU in Q2 2022 and has held it in 17 quarters since. 601 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Rather & Kittrell held 123,101 shares of Dimensional US Core Equity Market ETF worth $6.36M as of Q2 2026.
  • Rather & Kittrell sold 1,335 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $66.8K.
  • Dimensional US Core Equity Market ETF made up 0.89% of Rather & Kittrell's portfolio in Q2 2026, its #16 holding.
  • Rather & Kittrell first reported a position in Dimensional US Core Equity Market ETF in Q2 2022 and has held it in 17 quarters since.
  • 601 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

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