Rather & Kittrell’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Rather & Kittrell’s Portfolio DFCF Stock Details DFCF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$72.6M	Buy	1,719,977 +126,690	+8%	+$5.36M	10.15%	2
2026 Q1	$67.3M	Buy	1,593,287 +119,915	+8%	+$5.12M	10.38%	2
2025 Q4	$62.7M	Buy	1,473,372 +167,942	+13%	+$7.19M	10.1%	2
2025 Q3	$55.8M	Buy	1,305,430 +143,113	+12%	+$6.07M	9.77%	2
2025 Q2	$49.1M	Buy	1,162,317 +86,007	+8%	+$3.59M	9.73%	2
2025 Q1	$45.3M	Buy	1,076,310 +76,763	+8%	+$3.2M	9.82%	2
2024 Q4	$41.3M	Buy	999,547 +140,525	+16%	+$5.92M	9.7%	2
2024 Q3	$37.1M	Buy	859,022 +84,649	+11%	+$3.61M	9.09%	3
2024 Q2	$32.2M	Buy	774,373 +123,733	+19%	+$5.13M	8.85%	3
2024 Q1	$27.3M	Buy	650,640 +122,173	+23%	+$5.13M	8.16%	3
2023 Q4	$22.4M	Buy	528,467 +78,669	+17%	+$3.22M	7.82%	3
2023 Q3	$18.2M	Buy	449,798 +99,226	+28%	+$4.09M	7.32%	5
2023 Q2	$14.6M	Buy	350,572 +43,615	+14%	+$1.84M	6.11%	6
2023 Q1	$13M	Buy	306,957 +101,046	+49%	+$4.27M	5.93%	5
2022 Q4	$8.55M	Buy	205,911 +175,660	+581%	+$7.27M	4.55%	9
2022 Q3	$1.24M	Buy	30,251 +24,391	+416%	+$1.06M	1.3%	17
2022 Q2	$255K	Buy	+5,860	New	+$260K	0.28%	50

Other funds holding DFCF

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

PHWA

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

EFP

Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

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

Rather & Kittrell increased its Dimensional Core Fixed Income ETF (DFCF) stake by 8% in Q2 2026, buying an estimated $5.36M and bringing the position to 1,719,977 shares worth $72.6M. The position accounts for 10.15% of the portfolio, ranked #2.

Rather & Kittrell first reported a position in DFCF in Q2 2022 and has held it in 17 quarters since. 508 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

Rather & Kittrell held 1,719,977 shares of Dimensional Core Fixed Income ETF worth $72.6M as of Q2 2026.
Rather & Kittrell bought 126,690 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $5.36M.
Dimensional Core Fixed Income ETF made up 10.15% of Rather & Kittrell's portfolio in Q2 2026, its #2 holding.
Rather & Kittrell first reported a position in Dimensional Core Fixed Income ETF in Q2 2022 and has held it in 17 quarters since.
508 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

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