Rockefeller Capital Management
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Rockefeller Capital Management’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Rockefeller Capital Management’s Portfolio DFSV Stock Details DFSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.85M Buy
2025
Q1 		$1.42M Buy
2024
Q4 		$1.32M Buy
2023
Q1 		– Sell
2022
Q4 		$247K Sell
2022
Q3 		$230K Sell
2022
Q2 		$251K Buy