Rockefeller Capital Management L.P. Dimensional ETF Tr Transaction History
Rockefeller Capital Management L.P.
- $36 Billion
- Q4 2024
A detailed history of Rockefeller Capital Management L.P. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Rockefeller Capital Management L.P. holds 53,981 shares of DFAU stock, worth $2.04 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
53,981Holding current value
$2.04 Million% of portfolio
0.01%Shares
2 transactions
Others Institutions Holding DFAU
# of Institutions
490Shares Held
203MCall Options Held
0Put Options Held
400-
Essential Planning, Llc. Portsmouth, NH77.8MShares$2.94 Billion21.06% of portfolio
-
Sequoia Financial Advisors, LLC5.63MShares$212 Million1.87% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$157 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.64MShares$137 Million1.81% of portfolio
-
Aquire Wealth Advisors, LLC3.62MShares$136 Million45.35% of portfolio