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Laura Green

Rather & Kittrell, Inc.

Assets Managed
$647.949M
Holdings
113
Last Quarter
2026 - Q1
Filed Date
14d ago
Growth Rate
4.33%(2Q avg: 6.54%)
Sustained Growth
15 quarters

Portfolio positions

This chart displays the top 10 holdings in Rather & Kittrell, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 113 positions.

Assets under management

The assets under management (AUM) of Rather & Kittrell, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 15 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 647.949M in assets, with a quarterly growth rate of 4.33% and a 2-quarter average growth rate of 6.54%. The portfolio is managed by Laura Green, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DFIC
Dimensional International Co
Recent Activity
Increased 1.42%
12.4%
$80.33M
2.261M shares@ $35.54 avg price
DFCF
Dimensional Core Fixed Inc
Recent Activity
Increased 8.14%
10.39%
$67.269M
1.593M shares@ $42.22 avg price
DFSD
Dimensional Short Duration
Recent Activity
Increased 8.15%
9.85%
$63.777M
1.332M shares@ $47.89 avg price
DCOR
Dimensional Us Core Eq 1 Etf
Recent Activity
Increased 9.19%
7.48%
$48.413M
671,656 shares@ $72.08 avg price
DFAC
Dimensional Us Core Equity 2
Recent Activity
Decreased -1.54%
6.84%
$44.289M
1.14M shares@ $38.86 avg price
DFNM
Dimensional National Muni Bd
Recent Activity
Increased 6.84%
6.62%
$42.858M
894,173 shares@ $47.94 avg price
DFEM
Dimensional Emerging Markets
Recent Activity
Increased 0.61%
5.5%
$35.601M
1.03M shares@ $34.56 avg price
DFGR
Dim Global Real Estate Etf
Recent Activity
Increased 7.79%
4.56%
$29.501M
1.11M shares@ $26.58 avg price
DFSV
Dimensional Us Small Cap Val
Recent Activity
Increased 1.38%
3.74%
$24.199M
690,600 shares@ $35.04 avg price
DFAR
Dimensional Us Real Est Etf
Recent Activity
Decreased -0.47%
3.67%
$23.766M
1.005M shares@ $23.65 avg price

1-10 of 113