PS
DFSI

Pinney & Scofield’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

Pinney & Scofield’s Portfolio DFSI Stock Details DFSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$31.4K Sell
741
-372
-33% -$16.5K 0.02% 135
2025
Q4 		$47.7K Buy
+1,113
New +$46.3K 0.03% 112

Other funds holding DFSI

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
FF
Francis Financial $539M AUM 14.16% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $231M AUM 17.28% 1-Year Est. Return

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

Pinney & Scofield reduced its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 33% in Q1 2026, selling an estimated $16.5K and leaving 741 shares worth $31.4K. The position accounts for 0.02% of the portfolio, ranked #135.

Pinney & Scofield first reported a position in DFSI in Q4 2025 and has held it in 2 quarters since. The position peaked at $47.7K in Q4 2025. 227 funds tracked by Wall St. Rank hold DFSI as of Q1 2026.

  • Pinney & Scofield held 741 shares of Dimensional International Sustainability Core 1 ETF worth $31.4K as of Q1 2026.
  • Pinney & Scofield sold 372 Dimensional International Sustainability Core 1 ETF shares in Q1 2026, an estimated $16.5K.
  • Dimensional International Sustainability Core 1 ETF made up 0.02% of Pinney & Scofield's portfolio in Q1 2026, its #135 holding.
  • Pinney & Scofield first reported a position in Dimensional International Sustainability Core 1 ETF in Q4 2025 and has held it in 2 quarters since.
  • Pinney & Scofield's Dimensional International Sustainability Core 1 ETF position peaked at $47.7K in Q4 2025.
  • 227 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q1 2026.

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