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 Q3	$180K	Buy	3,811 +2,512	+193%	+$120K	0.08%	71
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%	+$9.8K	0.01%	154
2024 Q4	$6.31K	Buy	+166	New	+$6.36K	﹤0.01%	185

Other funds holding DFSU

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

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

Quantum Financial Advisors El Segundo, California $1.04B AUM 16.08% 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

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

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

Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return

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

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

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

Pinney & Scofield increased its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 193% in Q3 2026, buying an estimated $120K and bringing the position to 3,811 shares worth $180K. The position accounts for 0.08% of the portfolio, ranked #71.

Pinney & Scofield first reported a position in DFSU in Q4 2024 and has held it in 8 quarters since. 225 funds tracked by Wall St. Rank hold DFSU as of Q3 2026.

Pinney & Scofield held 3,811 shares of Dimensional US Sustainability Core 1 ETF worth $180K as of Q3 2026.
Pinney & Scofield bought 2,512 Dimensional US Sustainability Core 1 ETF shares in Q3 2026, an estimated $120K.
Dimensional US Sustainability Core 1 ETF made up 0.08% of Pinney & Scofield's portfolio in Q3 2026, its #71 holding.
Pinney & Scofield first reported a position in Dimensional US Sustainability Core 1 ETF in Q4 2024 and has held it in 8 quarters since.
225 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q3 2026.

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