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
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 $147B AUM 18.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
MT
Midwest Trust Overland Park, Kansas $8.02B AUM 23.54% 1-Year Est. Return