Rockefeller Capital Management
DFAU icon

Rockefeller Capital Management’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Rockefeller Capital Management’s Portfolio DFAU Stock Details DFAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.24M Buy
116,101
+5,704
+5% +$268K 0.01% 901
2025
Q4 		$5.17M Buy
110,397
+1,569
+1% +$72.7K 0.01% 870
2025
Q3 		$4.98M Buy
108,828
+1,039
+1% +$45.8K 0.01% 820
2025
Q2 		$4.57M Buy
107,789
+46,571
+76% +$1.83M 0.01% 828
2025
Q1 		$2.35M Buy
61,218
+7,237
+13% +$294K 0.01% 974
2024
Q4 		$2.19M Buy
+53,981
New +$2.21M 0.01% 981
2022
Q4 		– Sell
-1,125
Closed -$28K – 3909
2022
Q3 		$28K Buy
+1,125
New +$31.3K ﹤0.01% 2618

Other funds holding DFAU

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
AWA
Aquire Wealth Advisors South Jordan, Utah $381M AUM 17.5% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
MJFG
Mars Jewett Financial Group Bellevue, Washington $316M AUM

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

Rockefeller Capital Management increased its Dimensional US Core Equity Market ETF (DFAU) stake by 5.2% in Q1 2026, buying an estimated $268K and bringing the position to 116,101 shares worth $5.24M. The position accounts for 0.01% of the portfolio, ranked #901.

Rockefeller Capital Management first reported a position in DFAU in Q3 2022 and has held it in 7 quarters since. 571 funds tracked by Wall St. Rank hold DFAU as of Q1 2026.

  • Rockefeller Capital Management held 116,101 shares of Dimensional US Core Equity Market ETF worth $5.24M as of Q1 2026.
  • Rockefeller Capital Management bought 5,704 Dimensional US Core Equity Market ETF shares in Q1 2026, an estimated $268K.
  • Dimensional US Core Equity Market ETF made up 0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #901 holding.
  • Rockefeller Capital Management first reported a position in Dimensional US Core Equity Market ETF in Q3 2022 and has held it in 7 quarters since.
  • 571 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q1 2026.

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