SPI
DFAS icon

Sutton Place Investors’s Dimensional US Small Cap ETF DFAS Stock Holding History

Sutton Place Investors’s Portfolio DFAS Stock Details DFAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.31M Sell
32,513
-201
-0.6% -$14.8K 1.26% 19
2025
Q4 		$2.28M Buy
32,714
+1,085
+3% +$74.8K 1.25% 21
2025
Q3 		$2.17M Sell
31,629
-37
-0.1% -$2.47K 1.23% 22
2025
Q2 		$2.02M Sell
31,666
-275
-0.9% -$16.5K 1.21% 23
2025
Q1 		$1.91M Buy
31,941
+391
+1% +$25.1K 1.28% 22
2024
Q4 		$2.05M Buy
31,550
+642
+2% +$42.9K 1.19% 22
2024
Q3 		$2M Sell
30,908
-189
-0.6% -$11.8K 1.22% 23
2024
Q2 		$1.87M Buy
31,097
+10,429
+50% +$628K 1.24% 24
2024
Q1 		$1.29M Buy
20,668
+9,137
+79% +$541K 0.64% 41
2023
Q4 		$687K Buy
11,531
+52
+0.5% +$2.79K 0.5% 67
2023
Q3 		$603K Sell
11,479
-3,077
-21% -$170K 0.78% 36
2023
Q2 		$798K Sell
14,556
-390
-3% -$20.3K 1.11% 29
2023
Q1 		$788K Buy
14,946
+143
+1% +$7.74K 1.07% 31
2022
Q4 		$757K Sell
14,803
-5,012
-25% -$258K 1.08% 29
2022
Q3 		$922K Sell
19,815
-8,354
-30% -$427K 1.4% 23
2022
Q2 		$1.35M Sell
28,169
-84
-0.3% -$4.36K 1.97% 14
2022
Q1 		$1.52M Buy
28,253
+16,015
+131% +$902K 1.81% 15
2021
Q4 		$734K Buy
+12,238
New +$739K 0.84% 35

Other funds holding DFAS

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
MT
Midwest Trust Overland Park, Kansas $8.02B AUM 23.54% 1-Year Est. Return

Sutton Place Investors's DFAS Position: Q1 2026 in Review

Sutton Place Investors reduced its Dimensional US Small Cap ETF (DFAS) stake by 0.61% in Q1 2026, selling an estimated $14.8K and leaving 32,513 shares worth $2.31M. The position accounts for 1.26% of the portfolio, ranked #19.

Sutton Place Investors first reported a position in DFAS in Q4 2021 and has held it in 18 quarters since. 879 funds tracked by Wall St. Rank hold DFAS as of Q1 2026.

  • Sutton Place Investors held 32,513 shares of Dimensional US Small Cap ETF worth $2.31M as of Q1 2026.
  • Sutton Place Investors sold 201 Dimensional US Small Cap ETF shares in Q1 2026, an estimated $14.8K.
  • Dimensional US Small Cap ETF made up 1.26% of Sutton Place Investors's portfolio in Q1 2026, its #19 holding.
  • Sutton Place Investors first reported a position in Dimensional US Small Cap ETF in Q4 2021 and has held it in 18 quarters since.
  • 879 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q1 2026.

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