Question 1

How many shares of DVY does Rockefeller Capital Management L.P. own?

Accepted Answer

As of 2026-Q2, Rockefeller Capital Management L.P. holds 562,230 shares of DVY (ISHARES TR).

Question 2

What is Rockefeller Capital Management L.P.'s DVY position worth?

Accepted Answer

As of 2026-Q2, Rockefeller Capital Management L.P.'s DVY position is worth $87.9M.

Question 3

Is Rockefeller Capital Management L.P. buying or selling DVY?

Accepted Answer

In 2026-Q2, Rockefeller Capital Management L.P. increased their DVY position (+2.0% change in shares).

Question 4

When did Rockefeller Capital Management L.P. first buy DVY?

Accepted Answer

Based on available 13F filings, Rockefeller Capital Management L.P. first reported a position in DVY in 2024-Q3. They have held the position across 31 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	562,230	+2.0%	$87.9M	0.1%	$155.02	36
2026-Q1	Increased	551,385	+8.6%	$83.5M	0.1%	$148.99	39
2025-Q4	Increased	507,547	+6.3%	$71.6M	0.1%	$137.83	38
2025-Q3	Increased	477,614	+3.9%	$67.9M	0.1%	$137.22	37
2025-Q2	Decreased	459,678	-2.6%	$63.5M	0.1%	$127.11	0
2025-Q1	Increased	471,928	+10.3%	$63.4M	0.2%	$127.32	39
2024-Q4	Increased	427,810	+6.0%	$56.2M	0.1%	$123.51	37
2024-Q3	Increased	403,745	+0.5%	$54.5M	0.1%	$125.84	35

DVYShowing 8 of 31 quarters

DVY
Showing 8 of 31 quarters