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 Q3	$120K	Buy	2,476 +705	+40%	+$33.8K	0.05%	85
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

AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Quantum Financial Advisors El Segundo, California $1.04B AUM 16.08% 1-Year Est. Return

Five Oceans Advisors Santa Monica, California $262M AUM 20.58% 1-Year Est. Return

Abacus Wealth Partners Santa Monica, California $886M AUM 14.95% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Retirement Solution Redmond, Washington $454M AUM 17.66% 1-Year Est. Return

Pinney & Scofield's DFSE Position: Q3 2026 in Review

Pinney & Scofield increased its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) stake by 40% in Q3 2026, buying an estimated $33.8K and bringing the position to 2,476 shares worth $120K. The position accounts for 0.05% of the portfolio, ranked #85.

Pinney & Scofield first reported a position in DFSE in Q4 2024 and has held it in 8 quarters since. 152 funds tracked by Wall St. Rank hold DFSE as of Q3 2026.

Pinney & Scofield held 2,476 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $120K as of Q3 2026.
Pinney & Scofield bought 705 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q3 2026, an estimated $33.8K.
Dimensional Emerging Markets Sustainability Core 1 ETF made up 0.05% of Pinney & Scofield's portfolio in Q3 2026, its #85 holding.
Pinney & Scofield first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q4 2024 and has held it in 8 quarters since.
152 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q3 2026.

Based on Pinney & Scofield's 13F filing for Q3 2026, filed 12 Nov 2026.