DOSSIER · 13F-HR · Q1 2026

Rather & Kittrell, Inc.

$648M in tracked AUM across 113 positions as of Q1 2026.

R&
CIK 0001582112 · last filed Mar 31, 2026
Total AUM
$648M
as of Q1 2026
Holdings
113
positions
Whale Score
62
62
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

Rather & Kittrell, Inc. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
DFIC
DIMENSIONAL ETF TRUST
$80M2.3M12.4%
02
DFCF
DIMENSIONAL ETF TRUST
$67M1.6M10.4%
03
DFSD
DIMENSIONAL ETF TRUST
$64M1.3M9.8%
04
DCOR
DIMENSIONAL ETF TRUST
$48M672K7.5%
05
DFAC
DIMENSIONAL ETF TRUST
$44M1.1M6.8%
06
DFNM
DIMENSIONAL ETF TRUST
$43M894K6.6%
07
DFEM
DIMENSIONAL ETF TRUST
$36M1.0M5.5%
08
DFGR
DIMENSIONAL ETF TRUST
$30M1.1M4.6%
09
DFSV
DIMENSIONAL ETF TRUST
$24M691K3.7%
10
DFAR
DIMENSIONAL ETF TRUST
$24M1.0M3.7%

Filing history

2026Q1Mar 31
$648M 4.3%
113 positionsView →
2025Q4Dec 31
$621M 8.7%
106 positionsView →
2025Q3Sep 30
$571M 13.1%
98 positionsView →
2025Q2Jun 30
$505M 9.5%
90 positionsLocked
2025Q1Mar 31
$461M 8.4%
85 positionsLocked
2024Q4Dec 31
$425M 4.2%
81 positionsLocked
2024Q3Sep 30
$408M 12.3%
84 positionsLocked
2024Q2Jun 30
$363M 8.7%
82 positionsLocked
2024Q1Mar 31
$334M 16.7%
82 positionsLocked
2023Q4Dec 31
$287M 15.6%
71 positionsLocked
2023Q3Sep 30
$248M 3.6%
61 positionsLocked
2023Q2Jun 30
$239M 8.8%
63 positionsLocked
Showing 12 of 18