Rather & Kittrell, Inc.
CIK:0001582112
Foundation
$2B AUM
90 holdings
Knoxville, TN, United States
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.
Top Buys
D
DFICDIMENSIONAL ETF TRUST+$7.9M
D
DCORDIMENSIONAL ETF TRUST+$6.9M
D
DFCFDIMENSIONAL ETF TRUST+$3.8M
D
DFEMDIMENSIONAL ETF TRUST+$3.6M
D
DFACDIMENSIONAL ETF TRUST+$3.0M
Top Sells
A
AAPLAPPLE INC-$267.7K
D
DFIPDIMENSIONAL ETF TRUST-$223.7K
C
CVXCHEVRON CORP NEW-$133.8K
X
XOMEXXON MOBIL CORP-$126.7K
L
LOWLOWES COS INC-$112.7K
Top Holdings
D
DFICDIMENSIONAL ETF TRUST+12.3%$62.0M
D
DFCFDIMENSIONAL ETF TRUST+9.7%$49.1M
D
DFSDDIMENSIONAL ETF TRUST+9.1%$46.1M
D
DFACDIMENSIONAL ETF TRUST+8.2%$41.4M
D
DFNMDIMENSIONAL ETF TRUST+7.4%$37.1M
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
MINING & QUARRYING OF NONMETALLIC MINERALS (NO FUELS)
+3.8%
NATIONAL COMMERCIAL BANKS
+1.2%
RETAIL-LUMBER & OTHER BUILDING MATERIALS DEALERS
+0.6%
ELECTRONIC COMPUTERS
+0.5%
SERVICES-PREPACKAGED SOFTWARE
+0.5%