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 Q2	$1.82M	Buy	38,194 +477	+1%	+$22.8K	0.88%	27
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 Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

PCI

Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sutton Place Investors's DFSD Position: Q2 2026 in Review

Sutton Place Investors increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 1.3% in Q2 2026, buying an estimated $22.8K and bringing the position to 38,194 shares worth $1.82M. The position accounts for 0.88% of the portfolio, ranked #27.

Sutton Place Investors first reported a position in DFSD in Q4 2021 and has held it in 17 quarters since. The position peaked at $3.06M in Q4 2021. 449 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

Sutton Place Investors held 38,194 shares of Dimensional Short-Duration Fixed Income ETF worth $1.82M as of Q2 2026.
Sutton Place Investors bought 477 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $22.8K.
Dimensional Short-Duration Fixed Income ETF made up 0.88% of Sutton Place Investors's portfolio in Q2 2026, its #27 holding.
Sutton Place Investors first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2021 and has held it in 17 quarters since.
Sutton Place Investors's Dimensional Short-Duration Fixed Income ETF position peaked at $3.06M in Q4 2021.
449 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Sutton Place Investors's 13F filing for Q2 2026, filed 6 Aug 2026.