Rockefeller Capital Management
DFSU

Rockefeller Capital Management’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Rockefeller Capital Management’s Portfolio DFSU Stock Details DFSU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$607K Buy
13,020
+12,835
+6,938% +$581K ﹤0.01% 1989
2026
Q1 		$7.6K Hold
185
– – ﹤0.01% 4104
2025
Q4 		$8.04K Buy
+185
New +$7.94K ﹤0.01% 3904
2025
Q2 		– Sell
-12,835
Closed -$460K – 1737
2025
Q1 		$460K Sell
12,835
-1,151
-8% -$43.7K ﹤0.01% 1510
2024
Q4 		$530K Buy
+13,986
New +$536K ﹤0.01% 1454

Other funds holding DFSU

RS
Retirement Solution Redmond, Washington $511M AUM 22.6% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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

Rockefeller Capital Management increased its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 6,938% in Q2 2026, buying an estimated $581K and bringing the position to 13,020 shares worth $607K. The position accounts for ﹤0.01% of the portfolio, ranked #1989.

Rockefeller Capital Management first reported a position in DFSU in Q4 2024 and has held it in 5 quarters since. 276 funds tracked by Wall St. Rank hold DFSU as of Q2 2026.

  • Rockefeller Capital Management held 13,020 shares of Dimensional US Sustainability Core 1 ETF worth $607K as of Q2 2026.
  • Rockefeller Capital Management bought 12,835 Dimensional US Sustainability Core 1 ETF shares in Q2 2026, an estimated $581K.
  • Dimensional US Sustainability Core 1 ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #1989 holding.
  • Rockefeller Capital Management first reported a position in Dimensional US Sustainability Core 1 ETF in Q4 2024 and has held it in 5 quarters since.
  • 276 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2026.

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