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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
Q2 		$59.4K Sell
1,140
-324
-22% -$16.9K 0.03% 107
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 $952M AUM 22.68% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
SI
Seeds Investor New York $973M AUM 33.7% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
PWM
Parkshore Wealth Management Granite Bay, California $348M AUM 21.85% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return

Pinney & Scofield's DFSB Position: Q2 2026 in Review

Pinney & Scofield reduced its Dimensional Global Sustainability Fixed Income ETF (DFSB) stake by 22% in Q2 2026, selling an estimated $16.9K and leaving 1,140 shares worth $59.4K. The position accounts for 0.03% of the portfolio, ranked #107.

Pinney & Scofield first reported a position in DFSB in Q4 2025 and has held it in 3 quarters since. The position peaked at $75.7K in Q1 2026. 123 funds tracked by Wall St. Rank hold DFSB as of Q2 2026.

  • Pinney & Scofield held 1,140 shares of Dimensional Global Sustainability Fixed Income ETF worth $59.4K as of Q2 2026.
  • Pinney & Scofield sold 324 Dimensional Global Sustainability Fixed Income ETF shares in Q2 2026, an estimated $16.9K.
  • Dimensional Global Sustainability Fixed Income ETF made up 0.03% of Pinney & Scofield's portfolio in Q2 2026, its #107 holding.
  • Pinney & Scofield first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Pinney & Scofield's Dimensional Global Sustainability Fixed Income ETF position peaked at $75.7K in Q1 2026.
  • 123 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q2 2026.

Based on Pinney & Scofield's 13F filing for Q2 2026, filed 7 Aug 2026.