Rockefeller Capital Management
DFUS

Rockefeller Capital Management’s Dimensional US Equity ETF DFUS Stock Holding History

Rockefeller Capital Management’s Portfolio DFUS Stock Details DFUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.25M Buy
31,765
+3,024
+11% +$224K ﹤0.01% 1253
2025
Q4 		$2.13M Buy
28,741
+3,606
+14% +$265K ﹤0.01% 1218
2025
Q3 		$1.82M Buy
25,135
+688
+3% +$47.9K ﹤0.01% 1194
2025
Q2 		$1.64M Buy
24,447
+2,490
+11% +$154K ﹤0.01% 1177
2025
Q1 		$1.33M Buy
21,957
+3,036
+16% +$194K ﹤0.01% 1185
2024
Q4 		$1.21M Buy
18,921
+537
+3% +$34.4K ﹤0.01% 1187
2024
Q3 		$1.14M Buy
18,384
+3,035
+20% +$182K ﹤0.01% 1191
2024
Q2 		$903K Buy
15,349
+3,272
+27% +$186K ﹤0.01% 1245
2024
Q1 		$688K Buy
+12,077
New +$654K ﹤0.01% 1381
2023
Q3 		– Sell
-5,444
Closed -$262K – 1559
2023
Q2 		$262K Buy
5,444
+117
+2% +$5.32K ﹤0.01% 1559
2023
Q1 		$236K Buy
5,327
+2,388
+81% +$104K ﹤0.01% 1724
2022
Q4 		$122K Sell
2,939
-116
-4% -$4.85K ﹤0.01% 1924
2022
Q3 		$118K Buy
3,055
+116
+4% +$4.99K ﹤0.01% 1899
2022
Q2 		$119K Buy
2,939
+2,000
+213% +$88.6K ﹤0.01% 1849
2022
Q1 		$46K Buy
+939
New +$45.4K ﹤0.01% 2337

Other funds holding DFUS

Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
VT
Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

Rockefeller Capital Management increased its Dimensional US Equity ETF (DFUS) stake by 11% in Q1 2026, buying an estimated $224K and bringing the position to 31,765 shares worth $2.25M. The position accounts for ﹤0.01% of the portfolio, ranked #1253.

Rockefeller Capital Management first reported a position in DFUS in Q1 2022 and has held it in 15 quarters since. 850 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

  • Rockefeller Capital Management held 31,765 shares of Dimensional US Equity ETF worth $2.25M as of Q1 2026.
  • Rockefeller Capital Management bought 3,024 Dimensional US Equity ETF shares in Q1 2026, an estimated $224K.
  • Dimensional US Equity ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #1253 holding.
  • Rockefeller Capital Management first reported a position in Dimensional US Equity ETF in Q1 2022 and has held it in 15 quarters since.
  • 850 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

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