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Pinney & Scofield’s Dimensional Global Sustainability Fixed Income ETF DFSB Stock Holding History

Pinney & Scofield’s Portfolio DFSB Stock Details DFSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$75.7K Buy
1,464
+165
+13% +$8.59K 0.04% 91
2025
Q4 		$67.3K Buy
+1,299
New +$68.5K 0.04% 95

Other funds holding DFSB

AWP
Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
SI
Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
PWM
Parkshore Wealth Management Granite Bay, California $299M AUM 17.95% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $987M AUM 12.22% 1-Year Est. Return

Pinney & Scofield's DFSB Position: Q1 2026 in Review

Pinney & Scofield increased its Dimensional Global Sustainability Fixed Income ETF (DFSB) stake by 13% in Q1 2026, buying an estimated $8.59K and bringing the position to 1,464 shares worth $75.7K. The position accounts for 0.04% of the portfolio, ranked #91.

Pinney & Scofield first reported a position in DFSB in Q4 2025 and has held it in 2 quarters since. 118 funds tracked by Wall St. Rank hold DFSB as of Q1 2026.

  • Pinney & Scofield held 1,464 shares of Dimensional Global Sustainability Fixed Income ETF worth $75.7K as of Q1 2026.
  • Pinney & Scofield bought 165 Dimensional Global Sustainability Fixed Income ETF shares in Q1 2026, an estimated $8.59K.
  • Dimensional Global Sustainability Fixed Income ETF made up 0.04% of Pinney & Scofield's portfolio in Q1 2026, its #91 holding.
  • Pinney & Scofield first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q4 2025 and has held it in 2 quarters since.
  • 118 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q1 2026.

Based on Pinney & Scofield's 13F filing for Q1 2026, filed 15 May 2026.