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Rather & Kittrell, Inc.
Rather & Kittrell is a Knoxville-based fiduciary financial advisory firm providing private wealth management and corporate retirement plan services, helping clients navigate major life transitions such as retirement, business sales, and divorce. The firm is recognized for its client-first philosophy and comprehensive, personalized financial planning.
Investment Strategy
Rather & Kittrell provides holistic financial planning and investment management tailored to each client’s goals, integrating investment planning, tax planning, estate planning, retirement planning, and life event planning. The firm emphasizes long-term relationships, fiduciary responsibility, and managing wealth through life’s transitions.
Latest 13F Filing Activity
Rather & Kittrell, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 90 equity positions with a total 13F market value of $505M. The fund increased holdings in Dimensional Etf Trust, Dimensional Etf Trust, Dimensional Etf Trust among other positions. Rather & Kittrell, Inc. reduced exposure to Apple Inc., Dimensional Etf Trust, Chevron Corp. New among others.
Top Holdings
Equity Positions (90)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFIC | DIMENSIONAL ETF TRUST | 12.28% | $62.0M | 1,995,029 | $24.82 | $31.09 | +$7.9M |
D DFCF | DIMENSIONAL ETF TRUST | 9.73% | $49.1M | 1,162,317 | $41.76 | $42.26 | +$3.8M |
D DFSD | DIMENSIONAL ETF TRUST | 9.13% | $46.1M | 959,885 | $46.84 | $48.01 | +$2.4M |
D DFAC | DIMENSIONAL ETF TRUST | 8.20% | $41.4M | 1,155,766 | $26.52 | $35.84 | +$3.0M |
D DFNM | DIMENSIONAL ETF TRUST | 7.35% | $37.1M | 782,727 | $47.83 | $47.43 | +$602.6K |
Industry Allocation
Investment Team (1)
| Name | Role | Location | |
|---|---|---|---|
N Nathan Smith | Portfolio Manager | Knoxville, TN , United States |
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