SPI
DFSD

Sutton Place Investors’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Sutton Place Investors’s Portfolio DFSD Stock Details DFSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.81M Sell
37,717
-3,553
-9% -$171K 0.99% 26
2025
Q4 		$1.98M Buy
41,270
+2,448
+6% +$118K 1.09% 25
2025
Q3 		$1.87M Buy
38,822
+278
+0.7% +$13.4K 1.07% 26
2025
Q2 		$1.85M Sell
38,544
-1,623
-4% -$77.3K 1.11% 26
2025
Q1 		$1.91M Buy
40,167
+409
+1% +$19.3K 1.28% 21
2024
Q4 		$1.86M Sell
39,758
-368
-0.9% -$17.4K 1.08% 28
2024
Q3 		$1.92M Buy
40,126
+1,861
+5% +$88.3K 1.17% 28
2024
Q2 		$1.8M Sell
38,265
-667
-2% -$31.3K 1.2% 25
2024
Q1 		$1.83M Buy
38,932
+10,803
+38% +$508K 0.91% 27
2023
Q4 		$1.32M Buy
28,129
+2,662
+10% +$124K 0.96% 29
2023
Q3 		$1.18M Buy
25,467
+17,441
+217% +$811K 1.54% 19
2023
Q2 		$372K Buy
+8,026
New +$374K 0.52% 47
2022
Q4 		– Sell
-21,035
Closed -$968K – 63
2022
Q3 		$968K Buy
21,035
+1,765
+9% +$82.6K 1.47% 21
2022
Q2 		$903K Sell
19,270
-40,050
-68% -$1.89M 1.31% 26
2022
Q1 		$2.8M Sell
59,320
-1,815
-3% -$88.8K 3.35% 7
2021
Q4 		$3.06M Buy
+61,135
New +$3.06M 3.52% 6

Other funds holding DFSD

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $987M AUM 12.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VT
Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return

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

Sutton Place Investors reduced its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 8.6% in Q1 2026, selling an estimated $171K and leaving 37,717 shares worth $1.81M. The position accounts for 0.99% of the portfolio, ranked #26.

Sutton Place Investors first reported a position in DFSD in Q4 2021 and has held it in 16 quarters since. The position peaked at $3.06M in Q4 2021. 427 funds tracked by Wall St. Rank hold DFSD as of Q1 2026.

  • Sutton Place Investors held 37,717 shares of Dimensional Short-Duration Fixed Income ETF worth $1.81M as of Q1 2026.
  • Sutton Place Investors sold 3,553 Dimensional Short-Duration Fixed Income ETF shares in Q1 2026, an estimated $171K.
  • Dimensional Short-Duration Fixed Income ETF made up 0.99% of Sutton Place Investors's portfolio in Q1 2026, its #26 holding.
  • Sutton Place Investors first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2021 and has held it in 16 quarters since.
  • Sutton Place Investors's Dimensional Short-Duration Fixed Income ETF position peaked at $3.06M in Q4 2021.
  • 427 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q1 2026.

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