Sutton Place Investors’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Sutton Place Investors’s Portfolio DFSV Stock Details DFSV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$240K	Buy	6,846 +22	+0.3%	+$778	0.13%	120
2025 Q4	$224K	Sell	6,824 -121	-2%	-$3.89K	0.12%	119
2025 Q3	$221K	Hold	6,945	–	–	0.13%	116
2025 Q2	$204K	Buy	+6,945	New	+$192K	0.12%	116
2025 Q1	–	Sell	-7,096	Closed	-$218K	–	118
2024 Q4	$218K	Hold	7,096	–	–	0.13%	124
2024 Q3	$219K	Sell	7,096 -120	-2%	-$3.6K	0.13%	118
2024 Q2	$208K	Sell	7,216 -4	-0.1%	-$116	0.14%	113
2024 Q1	$217K	Sell	7,220 -10	-0.1%	-$285	0.11%	140
2023 Q4	$211K	Buy	+7,230	New	+$188K	0.15%	114
2023 Q3	–	Sell	-8,267	Closed	-$212K	–	75
2023 Q2	$212K	Buy	+8,267	New	+$202K	0.3%	60

Other funds holding DFSV

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $3.63B AUM 17.91% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

RWM

Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return

EWA

Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

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

Sutton Place Investors increased its Dimensional US Small Cap Value ETF (DFSV) stake by 0.32% in Q1 2026, buying an estimated $778 and bringing the position to 6,846 shares worth $240K. The position accounts for 0.13% of the portfolio, ranked #120.

Sutton Place Investors first reported a position in DFSV in Q2 2023 and has held it in 10 quarters since. 550 funds tracked by Wall St. Rank hold DFSV as of Q1 2026.

Sutton Place Investors held 6,846 shares of Dimensional US Small Cap Value ETF worth $240K as of Q1 2026.
Sutton Place Investors bought 22 Dimensional US Small Cap Value ETF shares in Q1 2026, an estimated $778.
Dimensional US Small Cap Value ETF made up 0.13% of Sutton Place Investors's portfolio in Q1 2026, its #120 holding.
Sutton Place Investors first reported a position in Dimensional US Small Cap Value ETF in Q2 2023 and has held it in 10 quarters since.
550 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q1 2026.

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