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Sutton Place Investors’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Sutton Place Investors’s Portfolio DFSU Stock Details DFSU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$289K Sell
6,202
-89
-1% -$4.03K 0.14% 116
2026
Q1 		$258K Buy
6,291
+43
+0.7% +$1.86K 0.14% 114
2025
Q4 		$271K Sell
6,248
-99
-2% -$4.25K 0.15% 111
2025
Q3 		$270K Sell
6,347
-220
-3% -$9K 0.15% 107
2025
Q2 		$258K Buy
6,567
+127
+2% +$4.63K 0.16% 104
2025
Q1 		$231K Buy
6,440
+65
+1% +$2.47K 0.16% 100
2024
Q4 		$242K Sell
6,375
-535
-8% -$20.5K 0.14% 117
2024
Q3 		$257K Sell
6,910
-38
-0.5% -$1.36K 0.16% 105
2024
Q2 		$242K Sell
6,948
-52
-0.7% -$1.76K 0.16% 102
2024
Q1 		$241K Buy
+7,000
New +$227K 0.12% 136

Other funds holding DFSU

RS
Retirement Solution Redmond, Washington $511M AUM 22.6% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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

Sutton Place Investors reduced its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 1.4% in Q2 2026, selling an estimated $4.03K and leaving 6,202 shares worth $289K. The position accounts for 0.14% of the portfolio, ranked #116.

Sutton Place Investors first reported a position in DFSU in Q1 2024 and has held it in 10 quarters since. 278 funds tracked by Wall St. Rank hold DFSU as of Q2 2026.

  • Sutton Place Investors held 6,202 shares of Dimensional US Sustainability Core 1 ETF worth $289K as of Q2 2026.
  • Sutton Place Investors sold 89 Dimensional US Sustainability Core 1 ETF shares in Q2 2026, an estimated $4.03K.
  • Dimensional US Sustainability Core 1 ETF made up 0.14% of Sutton Place Investors's portfolio in Q2 2026, its #116 holding.
  • Sutton Place Investors first reported a position in Dimensional US Sustainability Core 1 ETF in Q1 2024 and has held it in 10 quarters since.
  • 278 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2026.

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