PS
DFSU

Pinney & Scofield’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Pinney & Scofield’s Portfolio DFSU Stock Details DFSU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$53.3K Sell
1,297
-293
-18% -$12.7K 0.03% 108
2025
Q4 		$69K Buy
1,590
+1,145
+257% +$49.1K 0.04% 93
2025
Q3 		$18.9K Buy
445
+19
+4% +$777 0.01% 150
2025
Q2 		$16.7K Buy
426
+1
+0.2% +$36 0.01% 155
2025
Q1 		$15.2K Buy
425
+259
+156% +$9.84K 0.01% 154
2024
Q4 		$6.31K Buy
+166
New +$6.36K ﹤0.01% 185

Other funds holding DFSU

RS
Retirement Solution Redmond, Washington $423M AUM 16.83% 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
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $231M AUM 17.28% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 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

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

Pinney & Scofield reduced its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 18% in Q1 2026, selling an estimated $12.7K and leaving 1,297 shares worth $53.3K. The position accounts for 0.03% of the portfolio, ranked #108.

Pinney & Scofield first reported a position in DFSU in Q4 2024 and has held it in 6 quarters since. The position peaked at $69K in Q4 2025. 256 funds tracked by Wall St. Rank hold DFSU as of Q1 2026.

  • Pinney & Scofield held 1,297 shares of Dimensional US Sustainability Core 1 ETF worth $53.3K as of Q1 2026.
  • Pinney & Scofield sold 293 Dimensional US Sustainability Core 1 ETF shares in Q1 2026, an estimated $12.7K.
  • Dimensional US Sustainability Core 1 ETF made up 0.03% of Pinney & Scofield's portfolio in Q1 2026, its #108 holding.
  • Pinney & Scofield first reported a position in Dimensional US Sustainability Core 1 ETF in Q4 2024 and has held it in 6 quarters since.
  • Pinney & Scofield's Dimensional US Sustainability Core 1 ETF position peaked at $69K in Q4 2025.
  • 256 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q1 2026.

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