Sutton Place Investors’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Sutton Place Investors’s Portfolio DFAC Stock Details DFAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$10.5M	Buy	237,209 +992	+0.4%	+$42.4K	5.1%	3
2026 Q1	$9.18M	Buy	236,217 +1,745	+0.7%	+$70.3K	5.02%	2
2025 Q4	$9.28M	Buy	234,472 +515	+0.2%	+$20.1K	5.1%	2
2025 Q3	$9.02M	Sell	233,957 -201	-0.1%	-$7.5K	5.14%	3
2025 Q2	$8.39M	Buy	234,158 +2,603	+1%	+$86.8K	5.05%	3
2025 Q1	$7.64M	Sell	231,555 -1,230	-0.5%	-$42.7K	5.14%	6
2024 Q4	$8.05M	Sell	232,785 -3,976	-2%	-$140K	4.66%	4
2024 Q3	$8.12M	Sell	236,761 -1,151	-0.5%	-$38K	4.96%	4
2024 Q2	$7.67M	Sell	237,912 -2,144	-0.9%	-$67.6K	5.1%	4
2024 Q1	$7.67M	Buy	240,056 +20,907	+10%	+$631K	3.8%	4
2023 Q4	$6.41M	Sell	219,149 -67	-0%	-$1.81K	4.64%	2
2023 Q3	$5.74M	Sell	219,216 -50,626	-19%	-$1.38M	7.48%	2
2023 Q2	$7.33M	Buy	269,842 +3,667	+1%	+$94.5K	10.18%	1
2023 Q1	$6.78M	Buy	266,175 +463	+0.2%	+$11.7K	9.21%	2
2022 Q4	$6.45M	Buy	265,712 +45,493	+21%	+$1.11M	9.21%	2
2022 Q3	$4.9M	Buy	220,219 +24,049	+12%	+$590K	7.42%	1
2022 Q2	$4.57M	Sell	196,170 -303	-0.2%	-$7.67K	6.65%	3
2022 Q1	$5.15M	Buy	196,473 +16,469	+9%	+$451K	6.16%	3
2021 Q4	$5.21M	Buy	+180,004	New	+$5.08M	6%	3

Other funds holding DFAC

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return

RWM

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Sutton Place Investors's DFAC Position: Q2 2026 in Review

Sutton Place Investors increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.42% in Q2 2026, buying an estimated $42.4K and bringing the position to 237,209 shares worth $10.5M. The position accounts for 5.1% of the portfolio, ranked #3.

Sutton Place Investors first reported a position in DFAC in Q4 2021 and has held it in 19 quarters since. 1,218 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Sutton Place Investors held 237,209 shares of Dimensional US Core Equity 2 ETF worth $10.5M as of Q2 2026.
Sutton Place Investors bought 992 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $42.4K.
Dimensional US Core Equity 2 ETF made up 5.1% of Sutton Place Investors's portfolio in Q2 2026, its #3 holding.
Sutton Place Investors first reported a position in Dimensional US Core Equity 2 ETF in Q4 2021 and has held it in 19 quarters since.
1,218 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Sutton Place Investors's 13F filing for Q2 2026, filed 6 Aug 2026.