RK
DFSD

Rather & Kittrell’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Rather & Kittrell’s Portfolio DFSD Stock Details DFSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$68.3M Buy
1,429,896
+97,885
+7% +$4.69M 9.54% 3
2026
Q1 		$63.8M Buy
1,332,011
+100,336
+8% +$4.83M 9.84% 3
2025
Q4 		$59.1M Buy
1,231,675
+175,465
+17% +$8.46M 9.51% 3
2025
Q3 		$50.9M Buy
1,056,210
+96,325
+10% +$4.64M 8.91% 3
2025
Q2 		$46.1M Buy
959,885
+41,487
+5% +$1.98M 9.13% 3
2025
Q1 		$43.6M Buy
918,398
+61,386
+7% +$2.9M 9.47% 3
2024
Q4 		$40.2M Buy
857,012
+126,362
+17% +$5.98M 9.44% 4
2024
Q3 		$34.9M Buy
730,650
+68,222
+10% +$3.24M 8.55% 4
2024
Q2 		$31.1M Buy
662,428
+111,935
+20% +$5.25M 8.57% 4
2024
Q1 		$25.9M Buy
550,493
+128,629
+30% +$6.05M 7.74% 4
2023
Q4 		$19.8M Buy
421,864
+54,035
+15% +$2.52M 6.92% 5
2023
Q3 		$17.1M Buy
367,829
+66,469
+22% +$3.09M 6.88% 6
2023
Q2 		$14M Buy
301,360
+38,455
+15% +$1.79M 5.84% 8
2023
Q1 		$12.3M Buy
262,905
+71,624
+37% +$3.33M 5.58% 7
2022
Q4 		$8.82M Buy
191,281
+171,383
+861% +$7.87M 4.69% 8
2022
Q3 		$915K Buy
+19,898
New +$931K 0.96% 28

Other funds holding DFSD

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Rather & Kittrell increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 7.3% in Q2 2026, buying an estimated $4.69M and bringing the position to 1,429,896 shares worth $68.3M. The position accounts for 9.54% of the portfolio, ranked #3.

Rather & Kittrell first reported a position in DFSD in Q3 2022 and has held it in 16 quarters since. 404 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • Rather & Kittrell held 1,429,896 shares of Dimensional Short-Duration Fixed Income ETF worth $68.3M as of Q2 2026.
  • Rather & Kittrell bought 97,885 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $4.69M.
  • Dimensional Short-Duration Fixed Income ETF made up 9.54% of Rather & Kittrell's portfolio in Q2 2026, its #3 holding.
  • Rather & Kittrell first reported a position in Dimensional Short-Duration Fixed Income ETF in Q3 2022 and has held it in 16 quarters since.
  • 404 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

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