SUTTON PLACE INVESTORS LLC DFUS holdings history
DIMENSIONAL US EQ MKT ETF · CUSIP 25434V401 · CIK 1930301
As of 2026-06-30, SUTTON PLACE INVESTORS LLC reported 169.10K DFUS (shares), valued at $13.86M, or 6.71% of its reported non-derivative portfolio. Filed 2026-08-06.
Verify history & sources →Shares decreased 1.43%; reported value increased 13.91%, and weight changed +0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 6.71% | 169,100 | SEC filing ↗Filed Aug 6, 2026 |
| Q1 2026 | 6.65% | 171,549 | SEC filing ↗Filed Apr 22, 2026 |
| Q4 2025 | 6.91% | 169,661 | SEC filing ↗Filed Jan 21, 2026 |
| Q3 2025 | 7.01% | 169,624 | SEC filing ↗Filed Oct 28, 2025 |
| Q2 2025 | 6.86% | 170,180 | SEC filing ↗Filed Jul 22, 2025 |
| Q1 2025 | 6.92% | 170,098 | SEC filing ↗Filed Apr 29, 2025 |
| Q4 2024 | 6.26% | 169,492 | SEC filing ↗Filed Jan 24, 2025 |
| Q3 2024 | 6.47% | 170,364 | SEC filing ↗Filed Oct 24, 2024 |
| Q2 2024 | 6.53% | 166,709 | SEC filing ↗Filed Jul 18, 2024 |
| Q1 2024 | 4.67% | 165,710 | SEC filing ↗Filed Apr 22, 2024 |
| Q4 2023 | 4.20% | 111,840 | SEC filing ↗Filed Jan 29, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 4.20% | 111,840 | $5.80M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Jan 29, 2024 |
| Q1 2024 | 4.67% | 165,710 | $9.44M | Shares increased 48.17%; reported value increased 62.89%, and weight changed +0.47 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 22, 2024 |
| Q2 2024 | 6.53% | 166,709 | $9.81M | Shares increased 0.60%; reported value increased 3.90%, and weight changed +1.86 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 18, 2024 |
| Q3 2024 | 6.47% | 170,364 | $10.60M | Shares increased 2.19%; reported value increased 8.01%, and weight changed -0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 24, 2024 |
| Q4 2024 | 6.26% | 169,492 | $10.81M | Shares decreased 0.51%; reported value increased 1.97%, and weight changed -0.21 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 24, 2025 |
| Q1 2025 | 6.92% | 170,098 | $10.29M | Shares increased 0.36%; reported value decreased 4.79%, and weight changed +0.66 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 29, 2025 |
| Q2 2025 | 6.86% | 170,180 | $11.41M | Shares increased 0.05%; reported value increased 10.87%, and weight changed -0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 22, 2025 |
| Q3 2025 | 7.01% | 169,624 | $12.29M | Shares decreased 0.33%; reported value increased 7.73%, and weight changed +0.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 28, 2025 |
| Q4 2025 | 6.91% | 169,661 | $12.58M | Shares increased 0.02%; reported value increased 2.41%, and weight changed -0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 21, 2026 |
| Q1 2026 | 6.65% | 171,549 | $12.16M | Shares increased 1.11%; reported value decreased 3.33%, and weight changed -0.26 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 22, 2026 |
| Q2 2026 | 6.71% | 169,100 | $13.86M | Shares decreased 1.43%; reported value increased 13.91%, and weight changed +0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 6, 2026 |
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