Rockefeller Capital Management
DFUV icon

Rockefeller Capital Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Rockefeller Capital Management’s Portfolio DFUV Stock Details DFUV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$4.98M Buy
90,495
+2,741
+3% +$154K 0.01% 1001
2026
Q2 		$4.83M Sell
87,754
-11,675
-12% -$613K 0.01% 985
2026
Q1 		$4.82M Buy
99,429
+14,587
+17% +$716K 0.01% 931
2025
Q4 		$3.95M Sell
84,842
-944
-1% -$42.8K 0.01% 960
2025
Q3 		$3.83M Sell
85,786
-785
-0.9% -$34.2K 0.01% 912
2025
Q2 		$3.66M Sell
86,571
-13,249
-13% -$532K 0.01% 896
2025
Q1 		$4.11M Buy
99,820
+1,890
+2% +$79.3K 0.01% 802
2024
Q4 		$4.01M Buy
97,930
+2,172
+2% +$92.2K 0.01% 784
2024
Q3 		$3.99M Buy
95,758
+7,658
+9% +$309K 0.01% 774
2024
Q2 		$3.46M Buy
88,100
+24,885
+39% +$985K 0.01% 809
2024
Q1 		$2.59M Sell
63,215
-1,746
-3% -$66.7K 0.01% 903
2023
Q4 		$2.42M Buy
64,961
+1,897
+3% +$65.3K 0.01% 851
2023
Q3 		$2.15M Buy
63,064
+15,918
+34% +$558K 0.01% 816
2023
Q2 		$1.63M Sell
47,146
-5,483
-10% -$183K 0.01% 916
2023
Q1 		$1.76M Buy
52,629
+711
+1% +$24.3K 0.01% 864
2022
Q4 		$1.74M Sell
51,918
-92
-0.2% -$3.06K 0.01% 804
2022
Q3 		$1.54M Sell
52,010
-13,880
-21% -$451K 0.01% 852
2022
Q2 		$2.08M Buy
+65,890
New +$2.19M 0.01% 758

Other funds holding DFUV

Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
Index Fund Advisors
Index Fund Advisors Irvine, California $2.37B AUM 16.24% 1-Year Est. Return
Focus Partners Advisor Solutions
Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
TCI Wealth Advisors
TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
Plancorp LLC
Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

Rockefeller Capital Management's DFUV Position: Q3 2026 in Review

Rockefeller Capital Management increased its Dimensional US Marketwide Value ETF (DFUV) stake by 3.1% in Q3 2026, buying an estimated $154K and bringing the position to 90,495 shares worth $4.98M. The position accounts for 0.01% of the portfolio, ranked #1001.

Rockefeller Capital Management first reported a position in DFUV in Q2 2022 and has held it in 18 quarters since. 729 funds tracked by Wall St. Rank hold DFUV as of Q3 2026.

  • Rockefeller Capital Management held 90,495 shares of Dimensional US Marketwide Value ETF worth $4.98M as of Q3 2026.
  • Rockefeller Capital Management bought 2,741 Dimensional US Marketwide Value ETF shares in Q3 2026, an estimated $154K.
  • Dimensional US Marketwide Value ETF made up 0.01% of Rockefeller Capital Management's portfolio in Q3 2026, its #1001 holding.
  • Rockefeller Capital Management first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 18 quarters since.
  • 729 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q3 2026.

Based on Rockefeller Capital Management's 13F filing for Q3 2026, filed 13 Nov 2026.