Rockefeller Capital Management
DFSD

Rockefeller Capital Management’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Rockefeller Capital Management’s Portfolio DFSD Stock Details DFSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$35.9K Hold
750
– – ﹤0.01% 3439
2025
Q4 		$36K Sell
750
-120
-14% -$5.78K ﹤0.01% 3225
2025
Q3 		$41.9K Buy
+870
New +$41.9K ﹤0.01% 2995

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FPAS
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SC
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OIA
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BHWM
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RFP
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PCI
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Envestnet Asset Management
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VT
Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return

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

Rockefeller Capital Management held its Dimensional Short-Duration Fixed Income ETF (DFSD) position steady in Q1 2026 at 750 shares worth $35.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3439.

Rockefeller Capital Management first reported a position in DFSD in Q3 2025 and has held it in 3 quarters since. The position peaked at $41.9K in Q3 2025. 427 funds tracked by Wall St. Rank hold DFSD as of Q1 2026.

  • Rockefeller Capital Management held 750 shares of Dimensional Short-Duration Fixed Income ETF worth $35.9K as of Q1 2026.
  • Rockefeller Capital Management left its Dimensional Short-Duration Fixed Income ETF share count unchanged in Q1 2026.
  • Dimensional Short-Duration Fixed Income ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #3439 holding.
  • Rockefeller Capital Management first reported a position in Dimensional Short-Duration Fixed Income ETF in Q3 2025 and has held it in 3 quarters since.
  • Rockefeller Capital Management's Dimensional Short-Duration Fixed Income ETF position peaked at $41.9K in Q3 2025.
  • 427 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q1 2026.

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