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Sutton Place Investors’s U.S. Core Equity 2 Portfolio ETF Class Shares 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
Q3 		$10.5M Sell
237,019
-190
-0.1% -$8.55K 4.96% 3
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 		$5.22M Buy
+180,004
New +$5.08M 6% 3

Other funds holding DFAC

Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Rockwood Wealth Management
Rockwood Wealth Management New Hope, Pennsylvania $1.67B AUM 11.93% 1-Year Est. Return
Greenspring Advisors
Greenspring Advisors Towson, Maryland $2.22B AUM 13.98% 1-Year Est. Return
SJS Investment Consulting
SJS Investment Consulting Sylvania, Ohio $993M AUM 16.29% 1-Year Est. Return
Geometric Wealth Advisors
Geometric Wealth Advisors Washington, District of Columbia $949M AUM 15.64% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Plancorp LLC
Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return

Sutton Place Investors's DFAC Position: Q3 2026 in Review

Sutton Place Investors reduced its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 0.08% in Q3 2026, selling an estimated $8.55K and leaving 237,019 shares worth $10.5M. The position accounts for 4.96% of the portfolio, ranked #3.

Sutton Place Investors first reported a position in DFAC in Q4 2021 and has held it in 20 quarters since. 1,005 funds tracked by Wall St. Rank hold DFAC as of Q3 2026.

  • Sutton Place Investors held 237,019 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $10.5M as of Q3 2026.
  • Sutton Place Investors sold 190 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q3 2026, an estimated $8.55K.
  • U.S. Core Equity 2 Portfolio ETF Class Shares made up 4.96% of Sutton Place Investors's portfolio in Q3 2026, its #3 holding.
  • Sutton Place Investors first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q4 2021 and has held it in 20 quarters since.
  • 1,005 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q3 2026.

Based on Sutton Place Investors's 13F filing for Q3 2026, filed 20 Oct 2026.