Sutton Place Investors’s U.S. Small Cap Portfolio ETF Class Shares 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 Q3	$2.56M	Sell	33,107 -55	-0.2%	-$4.47K	1.21%	22
2026 Q2	$2.73M	Buy	33,162 +649	+2%	+$50.3K	1.32%	17
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 Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Index Fund Advisors Irvine, California $2.37B AUM 16.24% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Confluence Wealth Services Mcmurray, Pennsylvania $3.81B AUM 14.14% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

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

Sutton Place Investors reduced its U.S. Small Cap Portfolio ETF Class Shares (DFAS) stake by 0.17% in Q3 2026, selling an estimated $4.47K and leaving 33,107 shares worth $2.56M. The position accounts for 1.21% of the portfolio, ranked #22.

Sutton Place Investors first reported a position in DFAS in Q4 2021 and has held it in 20 quarters since. The position peaked at $2.73M in Q2 2026. 553 funds tracked by Wall St. Rank hold DFAS as of Q3 2026.

Sutton Place Investors held 33,107 shares of U.S. Small Cap Portfolio ETF Class Shares worth $2.56M as of Q3 2026.
Sutton Place Investors sold 55 U.S. Small Cap Portfolio ETF Class Shares shares in Q3 2026, an estimated $4.47K.
U.S. Small Cap Portfolio ETF Class Shares made up 1.21% of Sutton Place Investors's portfolio in Q3 2026, its #22 holding.
Sutton Place Investors first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q4 2021 and has held it in 20 quarters since.
Sutton Place Investors's U.S. Small Cap Portfolio ETF Class Shares position peaked at $2.73M in Q2 2026.
553 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q3 2026.

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