Rather & Kittrell, Inc.
Annual return '25
+18.9%
SPY '25
+17.7%
Alpha
+1.1ptsvs SPY
Invested
$647.9M
Holdings
112
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$DFIC
DIMENSIONAL ETF TRUST
Q1 2026: Exited (was 2.23M shares)
12.4%
02
$DFCF
DIMENSIONAL ETF TRUST
Q1 2026: Exited (was 1.47M shares)
10.4%
03
$DFSD
DIMENSIONAL ETF TRUST
Q1 2026: Exited (was 1.23M shares)
9.8%
04
$DCOR
DIMENSIONAL ETF TRUST
Q1 2026: Exited (was 615.2k shares)
7.5%
05
$DFAC
DIMENSIONAL ETF TRUST
Q1 2026: Exited (was 1.16M shares)
6.8%
06
$DFNM
DIMENSIONAL ETF TRUST
Q1 2026: Exited (was 837.0k shares)
6.6%
07
$DFEM
DIMENSIONAL ETF TRUST
Q1 2026: Exited (was 1.02M shares)
5.5%
08
$DFGR
DIMENSIONAL ETF TRUST
Q1 2026: Exited (was 1.03M shares)
4.6%
09
$DFSV
DIMENSIONAL ETF TRUST
Q1 2026: Exited (was 681.2k shares)
3.7%
10
$DFAR
DIMENSIONAL ETF TRUST
Q1 2026: Exited (was 1.01M shares)
3.7%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:06 UTC.