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
Q2 		$60.6K Buy
1,299
+2
+0.2% +$90 0.03% 104
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 $511M AUM 22.6% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
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
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 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
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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

Pinney & Scofield increased its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 0.15% in Q2 2026, buying an estimated $90 and bringing the position to 1,299 shares worth $60.6K. The position accounts for 0.03% of the portfolio, ranked #104.

Pinney & Scofield first reported a position in DFSU in Q4 2024 and has held it in 7 quarters since. The position peaked at $69K in Q4 2025. 277 funds tracked by Wall St. Rank hold DFSU as of Q2 2026.

  • Pinney & Scofield held 1,299 shares of Dimensional US Sustainability Core 1 ETF worth $60.6K as of Q2 2026.
  • Pinney & Scofield bought 2 Dimensional US Sustainability Core 1 ETF shares in Q2 2026, an estimated $90.
  • Dimensional US Sustainability Core 1 ETF made up 0.03% of Pinney & Scofield's portfolio in Q2 2026, its #104 holding.
  • Pinney & Scofield first reported a position in Dimensional US Sustainability Core 1 ETF in Q4 2024 and has held it in 7 quarters since.
  • Pinney & Scofield's Dimensional US Sustainability Core 1 ETF position peaked at $69K in Q4 2025.
  • 277 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2026.

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