Pinney & Scofield, Inc. 13F Holdings · Q2 2026
Pinney & Scofield, Inc. reported 231 securities worth $204.55M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: DFIP (12.42%), DFAS (11.71%), DFIV (11.21%). Among its top 25 positions this quarter: 11 added, 10 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFIP | DIMENSIONAL ETF TRUST | $25.4M | 12.42% | 615,557 | Added |
| 2 | DFAS | DIMENSIONAL ETF TRUST | $24.0M | 11.71% | 290,953 | Trimmed |
| 3 | DFIV | DIMENSIONAL ETF TRUST | $22.9M | 11.21% | 424,299 | Trimmed |
| 4 | DFUV | DIMENSIONAL ETF TRUST | $17.2M | 8.38% | 311,762 | Trimmed |
| 5 | DFAT | DIMENSIONAL ETF TRUST | $12.4M | 6.07% | 177,700 | Trimmed |
| 6 | DFAR | DIMENSIONAL ETF TRUST | $11.5M | 5.62% | 439,581 | Added |
| 7 | DISV | DIMENSIONAL ETF TRUST | $9.8M | 4.81% | 245,067 | Added |
| 8 | LLY | ELI LILLY & CO | $8.9M | 4.33% | 7,379 | Hold |
| 9 | DFSV | DIMENSIONAL ETF TRUST | $8.0M | 3.90% | 205,689 | Trimmed |
| 10 | AAPL | APPLE INC | $6.5M | 3.19% | 22,530 | Added |
| 11 | DFLV | DIMENSIONAL ETF TRUST | $6.2M | 3.01% | 155,964 | Added |
| 12 | DFIS | DIMENSIONAL ETF TRUST | $4.8M | 2.33% | 136,162 | Added |
| 13 | DIHP | DIMENSIONAL ETF TRUST | $4.0M | 1.97% | 118,359 | Added |
| 14 | NVDA | NVIDIA CORPORATION | $3.7M | 1.81% | 18,513 | Trimmed |
| 15 | BLV | VANGUARD BD INDEX FDS | $3.3M | 1.59% | 47,237 | Added |
| 16 | VPL | VANGUARD INTL EQUITY INDEX F | $2.3M | 1.14% | 20,117 | Trimmed |
| 17 | DFEM | DIMENSIONAL ETF TRUST | $2.2M | 1.10% | 55,200 | Added |
| 18 | DFEV | DIMENSIONAL ETF TRUST | $2.0M | 0.98% | 46,990 | Trimmed |
| 19 | VUG | VANGUARD INDEX FDS | $2.0M | 0.97% | 22,919 | Added |
| 20 | DFCF | DIMENSIONAL ETF TRUST | $1.6M | 0.77% | 37,475 | Added |
| 21 | IEFA | ISHARES TR | $1.2M | 0.61% | 12,827 | Trimmed |
| 22 | IWR | ISHARES TR | $1.2M | 0.58% | 10,760 | Hold |
| 23 | SUB | ISHARES TR | $1.2M | 0.57% | 10,985 | Hold |
| 24 | DEHP | DIMENSIONAL ETF TRUST | $1.0M | 0.49% | 23,602 | Trimmed |
| 25 | IJH | ISHARES TR | $985,466 | 0.48% | 12,780 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR