Rockefeller Capital Management
DFAR icon

Rockefeller Capital Management’s Dimensional US Real Estate ETF DFAR Stock Holding History

Rockefeller Capital Management’s Portfolio DFAR Stock Details DFAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-570
Closed -$12K – 2437
2022
Q4 		$12K Sell
570
-81
-12% -$1.72K ﹤0.01% 2994
2022
Q3 		$13K Sell
651
-4,289
-87% -$102K ﹤0.01% 2961
2022
Q2 		$114K Buy
+4,940
New +$124K ﹤0.01% 1867

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EGWAG
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HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
B
Bridgeworth Birmingham, Alabama $1.01B AUM 17% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return
BEW
Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
RRC
Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return

Rockefeller Capital Management's DFAR Position: Q1 2023 in Review

Rockefeller Capital Management sold out of Dimensional US Real Estate ETF (DFAR) in Q1 2023, closing a stake of 570 shares — an estimated $12K sold.

Rockefeller Capital Management first reported a position in DFAR in Q2 2022 and held it in 3 quarters. The position peaked at $114K in Q2 2022. 138 funds tracked by Wall St. Rank hold DFAR as of Q1 2023.

  • Rockefeller Capital Management reported no remaining Dimensional US Real Estate ETF position as of Q1 2023 after selling out during the quarter.
  • Rockefeller Capital Management sold 570 Dimensional US Real Estate ETF shares in Q1 2023, an estimated $12K.
  • Rockefeller Capital Management first reported a position in Dimensional US Real Estate ETF in Q2 2022 and held it in 3 quarters.
  • Rockefeller Capital Management's Dimensional US Real Estate ETF position peaked at $114K in Q2 2022.
  • 138 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q1 2023.

Based on Rockefeller Capital Management's 13F filing for Q1 2023, filed 16 May 2023.