Rockefeller Capital Management
DFAC icon

Rockefeller Capital Management’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Rockefeller Capital Management’s Portfolio DFAC Stock Details DFAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$16.7M Buy
430,019
+27,187
+7% +$1.1M 0.03% 491
2025
Q4 		$15.9M Sell
402,832
-115,359
-22% -$4.5M 0.03% 499
2025
Q3 		$20M Buy
518,191
+32,937
+7% +$1.23M 0.04% 419
2025
Q2 		$17.4M Sell
485,254
-3,858
-0.8% -$129K 0.04% 430
2025
Q1 		$16.1M Buy
489,112
+58,125
+13% +$2.02M 0.04% 423
2024
Q4 		$14.9M Buy
430,987
+52,150
+14% +$1.84M 0.04% 422
2024
Q3 		$13M Buy
378,837
+47,379
+14% +$1.56M 0.04% 464
2024
Q2 		$10.7M Buy
331,458
+13,579
+4% +$428K 0.03% 495
2024
Q1 		$10.2M Buy
317,879
+320
+0.1% +$9.66K 0.03% 495
2023
Q4 		$9.28M Buy
317,559
+51,906
+20% +$1.4M 0.03% 480
2023
Q3 		$6.96M Buy
265,653
+194,674
+274% +$5.31M 0.03% 509
2023
Q2 		$1.93M Sell
70,979
-62,751
-47% -$1.62M 0.01% 855
2023
Q1 		$3.41M Buy
133,730
+11,014
+9% +$279K 0.01% 654
2022
Q4 		$2.98M Sell
122,716
-521
-0.4% -$12.7K 0.02% 633
2022
Q3 		$2.74M Sell
123,237
-60,256
-33% -$1.48M 0.01% 669
2022
Q2 		$4.27M Buy
183,493
+33,305
+22% +$843K 0.02% 560
2022
Q1 		$4.14M Buy
150,188
+3,656
+2% +$100K 0.02% 582
2021
Q4 		$4.24M Buy
146,532
+50,697
+53% +$1.43M 0.02% 586
2021
Q3 		$2.54M Buy
95,835
+2,389
+3% +$64.9K 0.01% 685
2021
Q2 		$2.52M Buy
+93,446
New +$2.48M 0.01% 652

Other funds holding DFAC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.64B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Rockefeller Capital Management's DFAC Position: Q1 2026 in Review

Rockefeller Capital Management increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 6.7% in Q1 2026, buying an estimated $1.1M and bringing the position to 430,019 shares worth $16.7M. The position accounts for 0.03% of the portfolio, ranked #491.

Rockefeller Capital Management first reported a position in DFAC in Q2 2021 and has held it in 20 quarters since. The position peaked at $20M in Q3 2025. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • Rockefeller Capital Management held 430,019 shares of Dimensional US Core Equity 2 ETF worth $16.7M as of Q1 2026.
  • Rockefeller Capital Management bought 27,187 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $1.1M.
  • Dimensional US Core Equity 2 ETF made up 0.03% of Rockefeller Capital Management's portfolio in Q1 2026, its #491 holding.
  • Rockefeller Capital Management first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 20 quarters since.
  • Rockefeller Capital Management's Dimensional US Core Equity 2 ETF position peaked at $20M in Q3 2025.
  • 1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.