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 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%	-$88.5K	﹤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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Dimensional Fund Advisors's RKT Position: Q2 2026 in Review

Dimensional Fund Advisors reduced its Rocket Companies (RKT) stake by 4.8% in Q2 2026, selling an estimated $2.87M and leaving 3,911,414 shares worth $61.6M. The position accounts for 0.01% of the portfolio, ranked #1474.

Dimensional Fund Advisors first reported a position in RKT in Q1 2022 and has held it in 17 quarters since. The position peaked at $89.3M in Q4 2025. 794 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

Dimensional Fund Advisors held 3,911,414 shares of Rocket Companies worth $61.6M as of Q2 2026.
Dimensional Fund Advisors sold 199,311 Rocket Companies shares in Q2 2026, an estimated $2.87M.
Rocket Companies made up 0.01% of Dimensional Fund Advisors's portfolio in Q2 2026, its #1474 holding.
Dimensional Fund Advisors first reported a position in Rocket Companies in Q1 2022 and has held it in 17 quarters since.
Dimensional Fund Advisors's Rocket Companies position peaked at $89.3M in Q4 2025.
794 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Dimensional Fund Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.