SPI
DFSU

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
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 $423M AUM 16.83% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $231M AUM 17.28% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return

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

Sutton Place Investors increased its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 0.69% in Q1 2026, buying an estimated $1.86K and bringing the position to 6,291 shares worth $258K. The position accounts for 0.14% of the portfolio, ranked #114.

Sutton Place Investors first reported a position in DFSU in Q1 2024 and has held it in 9 quarters since. The position peaked at $271K in Q4 2025. 256 funds tracked by Wall St. Rank hold DFSU as of Q1 2026.

  • Sutton Place Investors held 6,291 shares of Dimensional US Sustainability Core 1 ETF worth $258K as of Q1 2026.
  • Sutton Place Investors bought 43 Dimensional US Sustainability Core 1 ETF shares in Q1 2026, an estimated $1.86K.
  • Dimensional US Sustainability Core 1 ETF made up 0.14% of Sutton Place Investors's portfolio in Q1 2026, its #114 holding.
  • Sutton Place Investors first reported a position in Dimensional US Sustainability Core 1 ETF in Q1 2024 and has held it in 9 quarters since.
  • Sutton Place Investors's Dimensional US Sustainability Core 1 ETF position peaked at $271K in Q4 2025.
  • 256 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q1 2026.

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