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 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 $4.48B AUM 13.76% 1-Year Est. Return

Prudential Financial

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Petersen Hastings Wealth Advisors Kennewick, Washington $1.09B AUM

Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return

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

True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.06B AUM 37.26% 1-Year Est. Return

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.26B AUM 14.64% 1-Year Est. Return