Rockefeller Capital Management
DFAS icon

Rockefeller Capital Management’s Dimensional US Small Cap ETF DFAS Stock Holding History

Rockefeller Capital Management’s Portfolio DFAS Stock Details DFAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.86M Sell
95,451
-910
-0.9% -$70.5K 0.01% 804
2026
Q1 		$6.85M Sell
96,361
-12,449
-11% -$914K 0.01% 807
2025
Q4 		$7.58M Buy
108,810
+13,216
+14% +$911K 0.01% 749
2025
Q3 		$6.54M Buy
95,594
+3,204
+3% +$214K 0.01% 749
2025
Q2 		$5.89M Buy
92,390
+58,808
+175% +$3.53M 0.01% 744
2025
Q1 		$2.01M Buy
+33,582
New +$2.16M 0.01% 1041
2023
Q2 		– Sell
-8,613
Closed -$453K – 1860
2023
Q1 		$453K Buy
8,613
+722
+9% +$39.1K ﹤0.01% 1392
2022
Q4 		$403K Buy
+7,891
New +$406K ﹤0.01% 1358
2022
Q3 		– Sell
-313
Closed -$15K – 3973
2022
Q2 		$15K Sell
313
-6,295
-95% -$326K ﹤0.01% 2890
2022
Q1 		$370K Buy
+6,608
New +$372K ﹤0.01% 1437

Other funds holding DFAS

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Rockefeller Capital Management's DFAS Position: Q2 2026 in Review

Rockefeller Capital Management reduced its Dimensional US Small Cap ETF (DFAS) stake by 0.94% in Q2 2026, selling an estimated $70.5K and leaving 95,451 shares worth $7.86M. The position accounts for 0.01% of the portfolio, ranked #804.

Rockefeller Capital Management first reported a position in DFAS in Q1 2022 and has held it in 10 quarters since. 909 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Rockefeller Capital Management held 95,451 shares of Dimensional US Small Cap ETF worth $7.86M as of Q2 2026.
  • Rockefeller Capital Management sold 910 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $70.5K.
  • Dimensional US Small Cap ETF made up 0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #804 holding.
  • Rockefeller Capital Management first reported a position in Dimensional US Small Cap ETF in Q1 2022 and has held it in 10 quarters since.
  • 909 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.