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Rather & Kittrell’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

Rather & Kittrell’s Portfolio DFIP Stock Details DFIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$22.3M Buy
533,670
+28,153
+6% +$1.18M 3.44% 11
2025
Q4 		$21M Buy
505,517
+61,107
+14% +$2.57M 3.38% 11
2025
Q3 		$18.8M Buy
444,410
+27,029
+6% +$1.14M 3.29% 12
2025
Q2 		$17.5M Sell
417,381
-2,329
-0.6% -$96.8K 3.46% 10
2025
Q1 		$17.7M Buy
419,710
+40,087
+11% +$1.65M 3.83% 9
2024
Q4 		$15.4M Buy
379,623
+47,065
+14% +$1.94M 3.61% 10
2024
Q3 		$14.1M Buy
332,558
+27,385
+9% +$1.14M 3.44% 10
2024
Q2 		$12.5M Buy
305,173
+37,937
+14% +$1.55M 3.43% 9
2024
Q1 		$11M Buy
267,236
+53,341
+25% +$2.19M 3.3% 10
2023
Q4 		$8.83M Sell
213,895
-253,668
-54% -$10.2M 3.08% 10
2023
Q3 		$18.6M Buy
467,563
+29,550
+7% +$1.2M 7.5% 4
2023
Q2 		$18.1M Buy
438,013
+14,242
+3% +$600K 7.56% 4
2023
Q1 		$18.1M Buy
423,771
+35,777
+9% +$1.5M 8.25% 4
2022
Q4 		$16M Buy
387,994
+372,893
+2,469% +$15.4M 8.49% 3
2022
Q3 		$613K Buy
15,101
+9,403
+165% +$416K 0.64% 33
2022
Q2 		$250K Buy
+5,698
New +$260K 0.27% 51

Other funds holding DFIP

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $987M AUM 12.22% 1-Year Est. Return
HIGP
Hill Investment Group Partners St. Louis, Missouri $906M AUM 20.13% 1-Year Est. Return
PS
Pinney & Scofield Cambridge, Massachusetts $185M AUM 19.89% 1-Year Est. Return
LEFP
Leading Edge Financial Planning Knoxville, Tennessee $475M AUM 15.22% 1-Year Est. Return
GWA
Geometric Wealth Advisors Washington, District of Columbia $799M AUM 22.19% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $448M AUM 21.79% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return
PWS
Physician Wealth Solutions North Las Vegas, Nevada $264M AUM 18.47% 1-Year Est. Return

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

Rather & Kittrell increased its Dimensional Inflation-Protected Securities ETF (DFIP) stake by 5.6% in Q1 2026, buying an estimated $1.18M and bringing the position to 533,670 shares worth $22.3M. The position accounts for 3.44% of the portfolio, ranked #11.

Rather & Kittrell first reported a position in DFIP in Q2 2022 and has held it in 16 quarters since. 162 funds tracked by Wall St. Rank hold DFIP as of Q1 2026.

  • Rather & Kittrell held 533,670 shares of Dimensional Inflation-Protected Securities ETF worth $22.3M as of Q1 2026.
  • Rather & Kittrell bought 28,153 Dimensional Inflation-Protected Securities ETF shares in Q1 2026, an estimated $1.18M.
  • Dimensional Inflation-Protected Securities ETF made up 3.44% of Rather & Kittrell's portfolio in Q1 2026, its #11 holding.
  • Rather & Kittrell first reported a position in Dimensional Inflation-Protected Securities ETF in Q2 2022 and has held it in 16 quarters since.
  • 162 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q1 2026.

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