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
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

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

Rockefeller Capital Management increased its Dimensional US Marketwide Value ETF (DFUV) stake by 17% in Q1 2026, buying an estimated $716K and bringing the position to 99,429 shares worth $4.82M. The position accounts for 0.01% of the portfolio, ranked #931.

Rockefeller Capital Management first reported a position in DFUV in Q2 2022 and has held it in 16 quarters since. 766 funds tracked by Wall St. Rank hold DFUV as of Q1 2026.

  • Rockefeller Capital Management held 99,429 shares of Dimensional US Marketwide Value ETF worth $4.82M as of Q1 2026.
  • Rockefeller Capital Management bought 14,587 Dimensional US Marketwide Value ETF shares in Q1 2026, an estimated $716K.
  • Dimensional US Marketwide Value ETF made up 0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #931 holding.
  • Rockefeller Capital Management first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 16 quarters since.
  • 766 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2026.

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