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
Q2 		$33.8K Buy
749
+8
+1% +$360 0.02% 131
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 $97.6B AUM 29.43% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
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
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
FF
Francis Financial $610M AUM 16.1% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return

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

Pinney & Scofield increased its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 1.1% in Q2 2026, buying an estimated $360 and bringing the position to 749 shares worth $33.8K. The position accounts for 0.02% of the portfolio, ranked #131.

Pinney & Scofield first reported a position in DFSI in Q4 2025 and has held it in 3 quarters since. The position peaked at $47.7K in Q4 2025. 237 funds tracked by Wall St. Rank hold DFSI as of Q2 2026.

  • Pinney & Scofield held 749 shares of Dimensional International Sustainability Core 1 ETF worth $33.8K as of Q2 2026.
  • Pinney & Scofield bought 8 Dimensional International Sustainability Core 1 ETF shares in Q2 2026, an estimated $360.
  • Dimensional International Sustainability Core 1 ETF made up 0.02% of Pinney & Scofield's portfolio in Q2 2026, its #131 holding.
  • Pinney & Scofield first reported a position in Dimensional International Sustainability Core 1 ETF in Q4 2025 and has held it in 3 quarters since.
  • Pinney & Scofield's Dimensional International Sustainability Core 1 ETF position peaked at $47.7K in Q4 2025.
  • 237 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q2 2026.

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