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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
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
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.64B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 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: Q1 2026 in Review

Sutton Place Investors increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.74% in Q1 2026, buying an estimated $70.3K and bringing the position to 236,217 shares worth $9.18M. The position accounts for 5.02% of the portfolio, ranked #2.

Sutton Place Investors first reported a position in DFAC in Q4 2021 and has held it in 18 quarters since. The position peaked at $9.28M in Q4 2025. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • Sutton Place Investors held 236,217 shares of Dimensional US Core Equity 2 ETF worth $9.18M as of Q1 2026.
  • Sutton Place Investors bought 1,745 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $70.3K.
  • Dimensional US Core Equity 2 ETF made up 5.02% of Sutton Place Investors's portfolio in Q1 2026, its #2 holding.
  • Sutton Place Investors first reported a position in Dimensional US Core Equity 2 ETF in Q4 2021 and has held it in 18 quarters since.
  • Sutton Place Investors's Dimensional US Core Equity 2 ETF position peaked at $9.28M in Q4 2025.
  • 1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Sutton Place Investors's 13F filing for Q1 2026, filed 22 Apr 2026.