RK
DFIP icon

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
Q2 		$24.2M Buy
586,834
+53,164
+10% +$2.23M 3.38% 11
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 $21.5B AUM 23.65% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return
HIGP
Hill Investment Group Partners St. Louis, Missouri $980M AUM 22.33% 1-Year Est. Return
PS
Pinney & Scofield Cambridge, Massachusetts $205M AUM 24.85% 1-Year Est. Return
LEFP
Leading Edge Financial Planning Knoxville, Tennessee $562M AUM 17.93% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return
GWA
Geometric Wealth Advisors Washington, District of Columbia $925M AUM 23.6% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.77B AUM 20.35% 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: Q2 2026 in Review

Rather & Kittrell increased its Dimensional Inflation-Protected Securities ETF (DFIP) stake by 10% in Q2 2026, buying an estimated $2.23M and bringing the position to 586,834 shares worth $24.2M. The position accounts for 3.38% of the portfolio, ranked #11.

Rather & Kittrell first reported a position in DFIP in Q2 2022 and has held it in 17 quarters since. 167 funds tracked by Wall St. Rank hold DFIP as of Q2 2026.

  • Rather & Kittrell held 586,834 shares of Dimensional Inflation-Protected Securities ETF worth $24.2M as of Q2 2026.
  • Rather & Kittrell bought 53,164 Dimensional Inflation-Protected Securities ETF shares in Q2 2026, an estimated $2.23M.
  • Dimensional Inflation-Protected Securities ETF made up 3.38% of Rather & Kittrell's portfolio in Q2 2026, its #11 holding.
  • Rather & Kittrell first reported a position in Dimensional Inflation-Protected Securities ETF in Q2 2022 and has held it in 17 quarters since.
  • 167 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q2 2026.

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