Rockefeller Capital Management
DFAR icon

Rockefeller Capital Management’s DFA Real Estate Securities Portfolio ETF Class Shares 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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Rockefeller Capital Management's DFAR Position: Q1 2023 in Review

Rockefeller Capital Management sold out of DFA Real Estate Securities Portfolio ETF Class Shares (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 DFA Real Estate Securities Portfolio ETF Class Shares position as of Q1 2023 after selling out during the quarter.
  • Rockefeller Capital Management sold 570 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q1 2023, an estimated $12K.
  • Rockefeller Capital Management first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q2 2022 and held it in 3 quarters.
  • Rockefeller Capital Management's DFA Real Estate Securities Portfolio ETF Class Shares position peaked at $114K in Q2 2022.
  • 138 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q1 2023.

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