Dimensional Fund Advisors
RKT icon

Dimensional Fund Advisors’s Rocket Companies RKT Stock Holding History

Dimensional Fund Advisors’s Portfolio RKT Stock Details RKT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$60.9M Buy
5,286,443
+1,375,029
+35% +$18.8M 0.01% 1473
2026
Q2 		$61.6M Sell
3,911,414
-199,311
-5% -$2.87M 0.01% 1474
2026
Q1 		$58.5M Sell
4,110,725
-501,720
-11% -$9.13M 0.01% 1417
2025
Q4 		$89.3M Buy
4,612,445
+4,285,596
+1,311% +$76.6M 0.02% 1157
2025
Q3 		$6.34M Buy
326,849
+87,238
+36% +$1.52M ﹤0.01% 2468
2025
Q2 		$3.4M Buy
239,611
+19,288
+9% +$250K ﹤0.01% 2624
2025
Q1 		$2.66M Sell
220,323
-27,455
-11% -$354K ﹤0.01% 2657
2024
Q4 		$2.79M Buy
247,778
+18,169
+8% +$270K ﹤0.01% 2704
2024
Q3 		$4.41M Sell
229,609
-6,051
-3% -$106K ﹤0.01% 2549
2024
Q2 		$3.23M Sell
235,660
-6,552
-3% -$88.6K ﹤0.01% 2633
2024
Q1 		$3.52M Buy
242,212
+9,004
+4% +$112K ﹤0.01% 2637
2023
Q4 		$3.38M Buy
233,208
+21,419
+10% +$205K ﹤0.01% 2661
2023
Q3 		$1.73M Sell
211,789
-36,942
-15% -$373K ﹤0.01% 2816
2023
Q2 		$2.23M Sell
248,731
-16,105
-6% -$140K ﹤0.01% 2751
2023
Q1 		$2.4M Buy
+264,836
New +$2.28M ﹤0.01% 2700
2022
Q3 		$1.83M Sell
289,288
-37,018
-11% -$322K ﹤0.01% 2737
2022
Q2 		$2.4M Buy
326,306
+241,846
+286% +$2.09M ﹤0.01% 2696
2022
Q1 		$939K Buy
+84,460
New +$1.04M ﹤0.01% 3005

Other funds holding RKT

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Brooklands Fund Management
Brooklands Fund Management London, United Kingdom $782M AUM 0.49% 1-Year Est. Return
J.V. Bruni & Co
J.V. Bruni & Co Colorado Springs, Colorado $1.06B AUM 24.12% 1-Year Est. Return
Diversified Portfolios Inc
Diversified Portfolios Inc Bloomfield Hills, Michigan $1.46B AUM 7.48% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Deroy & Devereaux Private Investment Counsel
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.31B AUM 43.14% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Reynders McVeigh Capital Management
Reynders McVeigh Capital Management Boston, Massachusetts $2.31B AUM 23.57% 1-Year Est. Return

Dimensional Fund Advisors's RKT Position: Q3 2026 in Review

Dimensional Fund Advisors increased its Rocket Companies (RKT) stake by 35% in Q3 2026, buying an estimated $18.8M and bringing the position to 5,286,443 shares worth $60.9M. The position accounts for 0.01% of the portfolio, ranked #1473.

Dimensional Fund Advisors first reported a position in RKT in Q1 2022 and has held it in 18 quarters since. The position peaked at $89.3M in Q4 2025. 301 funds tracked by Wall St. Rank hold RKT as of Q3 2026.

  • Dimensional Fund Advisors held 5,286,443 shares of Rocket Companies worth $60.9M as of Q3 2026.
  • Dimensional Fund Advisors bought 1,375,029 Rocket Companies shares in Q3 2026, an estimated $18.8M.
  • Rocket Companies made up 0.01% of Dimensional Fund Advisors's portfolio in Q3 2026, its #1473 holding.
  • Dimensional Fund Advisors first reported a position in Rocket Companies in Q1 2022 and has held it in 18 quarters since.
  • Dimensional Fund Advisors's Rocket Companies position peaked at $89.3M in Q4 2025.
  • 301 funds tracked by Wall St. Rank held Rocket Companies as of Q3 2026.

Based on Dimensional Fund Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.