SPI
DFUS

Sutton Place Investors’s Dimensional US Equity ETF DFUS Stock Holding History

Sutton Place Investors’s Portfolio DFUS Stock Details DFUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$13.9M Sell
169,100
-2,449
-1% -$194K 6.71% 1
2026
Q1 		$12.2M Buy
171,549
+1,888
+1% +$140K 6.65% 1
2025
Q4 		$12.6M Buy
169,661
+37
+0% +$2.72K 6.91% 1
2025
Q3 		$12.3M Sell
169,624
-556
-0.3% -$38.7K 7.01% 1
2025
Q2 		$11.4M Buy
170,180
+82
+0% +$5.08K 6.86% 1
2025
Q1 		$10.3M Buy
170,098
+606
+0.4% +$38.7K 6.92% 1
2024
Q4 		$10.8M Sell
169,492
-872
-0.5% -$55.9K 6.26% 1
2024
Q3 		$10.6M Buy
170,364
+3,655
+2% +$219K 6.47% 1
2024
Q2 		$9.81M Buy
166,709
+999
+0.6% +$56.8K 6.53% 1
2024
Q1 		$9.44M Buy
165,710
+53,870
+48% +$2.92M 4.67% 1
2023
Q4 		$5.8M Buy
111,840
+8,747
+8% +$423K 4.2% 3
2023
Q3 		$4.8M Buy
+103,093
New +$4.99M 6.25% 3

Other funds holding DFUS

Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 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
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

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

Sutton Place Investors reduced its Dimensional US Equity ETF (DFUS) stake by 1.4% in Q2 2026, selling an estimated $194K and leaving 169,100 shares worth $13.9M. The position accounts for 6.71% of the portfolio, ranked #1.

Sutton Place Investors first reported a position in DFUS in Q3 2023 and has held it in 12 quarters since. 871 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Sutton Place Investors held 169,100 shares of Dimensional US Equity ETF worth $13.9M as of Q2 2026.
  • Sutton Place Investors sold 2,449 Dimensional US Equity ETF shares in Q2 2026, an estimated $194K.
  • Dimensional US Equity ETF made up 6.71% of Sutton Place Investors's portfolio in Q2 2026, its #1 holding.
  • Sutton Place Investors first reported a position in Dimensional US Equity ETF in Q3 2023 and has held it in 12 quarters since.
  • 871 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

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