PS
DFSE

Pinney & Scofield’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History

Pinney & Scofield’s Portfolio DFSE Stock Details DFSE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$86.6K Sell
1,771
-410
-19% -$19.6K 0.04% 92
2026
Q1 		$92.4K Buy
2,181
+1
+0% +$44 0.05% 81
2025
Q4 		$90.4K Buy
2,180
+1,149
+111% +$47.5K 0.05% 80
2025
Q3 		$42.4K Hold
1,031
– – 0.03% 111
2025
Q2 		$39.2K Hold
1,031
– – 0.03% 110
2025
Q1 		$34.7K Hold
1,031
– – 0.03% 115
2024
Q4 		$34.2K Buy
+1,031
New +$35.5K 0.03% 115

Other funds holding DFSE

AC
AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

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

Pinney & Scofield reduced its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) stake by 19% in Q2 2026, selling an estimated $19.6K and leaving 1,771 shares worth $86.6K. The position accounts for 0.04% of the portfolio, ranked #92.

Pinney & Scofield first reported a position in DFSE in Q4 2024 and has held it in 7 quarters since. The position peaked at $92.4K in Q1 2026. 184 funds tracked by Wall St. Rank hold DFSE as of Q2 2026.

  • Pinney & Scofield held 1,771 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $86.6K as of Q2 2026.
  • Pinney & Scofield sold 410 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q2 2026, an estimated $19.6K.
  • Dimensional Emerging Markets Sustainability Core 1 ETF made up 0.04% of Pinney & Scofield's portfolio in Q2 2026, its #92 holding.
  • Pinney & Scofield first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q4 2024 and has held it in 7 quarters since.
  • Pinney & Scofield's Dimensional Emerging Markets Sustainability Core 1 ETF position peaked at $92.4K in Q1 2026.
  • 184 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q2 2026.

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