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 Q2	$6.46M	Buy	124,918 +8,817	+8%	+$441K	0.01%	861
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

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

AWA

Aquire Wealth Advisors South Jordan, Utah $436M AUM 20.64% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

MJFG

Mars Jewett Financial Group Bellevue, Washington $494M AUM

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

Rockefeller Capital Management increased its Dimensional US Core Equity Market ETF (DFAU) stake by 7.6% in Q2 2026, buying an estimated $441K and bringing the position to 124,918 shares worth $6.46M. The position accounts for 0.01% of the portfolio, ranked #861.

Rockefeller Capital Management first reported a position in DFAU in Q3 2022 and has held it in 8 quarters since. 602 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

Rockefeller Capital Management held 124,918 shares of Dimensional US Core Equity Market ETF worth $6.46M as of Q2 2026.
Rockefeller Capital Management bought 8,817 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $441K.
Dimensional US Core Equity Market ETF made up 0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #861 holding.
Rockefeller Capital Management first reported a position in Dimensional US Core Equity Market ETF in Q3 2022 and has held it in 8 quarters since.
602 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

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