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
Q2 		$36.6K Buy
767
+17
+2% +$814 ﹤0.01% 3503
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

Other funds holding DFSD

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 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
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Rockefeller Capital Management increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 2.3% in Q2 2026, buying an estimated $814 and bringing the position to 767 shares worth $36.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3503.

Rockefeller Capital Management first reported a position in DFSD in Q3 2025 and has held it in 4 quarters since. The position peaked at $41.9K in Q3 2025. 449 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • Rockefeller Capital Management held 767 shares of Dimensional Short-Duration Fixed Income ETF worth $36.6K as of Q2 2026.
  • Rockefeller Capital Management bought 17 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $814.
  • Dimensional Short-Duration Fixed Income ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #3503 holding.
  • Rockefeller Capital Management first reported a position in Dimensional Short-Duration Fixed Income ETF in Q3 2025 and has held it in 4 quarters since.
  • Rockefeller Capital Management's Dimensional Short-Duration Fixed Income ETF position peaked at $41.9K in Q3 2025.
  • 449 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

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