Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
PINNEY & SCOFIELD, INC. (CIK 2056763) reported $185.4M across 242 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFIP ($23.6M, 12.71%), DFIV ($22.4M, 12.09%), DFAS ($20.8M, 11.21%), DFUV ($15.4M, 8.30%), DFAT ($11.2M, 6.06%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFIP | DIMENSIONAL ETF TRUST | $23.6M | 12.71% | 564,887 | Added |
| 2 | DFIV | DIMENSIONAL ETF TRUST | $22.4M | 12.09% | 424,833 | Trimmed |
| 3 | DFAS | DIMENSIONAL ETF TRUST | $20.8M | 11.21% | 292,372 | Added |
| 4 | DFUV | DIMENSIONAL ETF TRUST | $15.4M | 8.30% | 317,449 | Trimmed |
| 5 | DFAT | DIMENSIONAL ETF TRUST | $11.2M | 6.06% | 179,854 | Trimmed |
| 6 | DFAR | DIMENSIONAL ETF TRUST | $10.2M | 5.50% | 431,323 | Added |
| 7 | DISV | DIMENSIONAL ETF TRUST | $9.6M | 5.19% | 244,163 | Trimmed |
| 8 | DFSV | DIMENSIONAL ETF TRUST | $7.3M | 3.93% | 207,985 | Added |
| 9 | LLY | ELI LILLY & CO | $6.8M | 3.66% | 7,379 | Hold |
| 10 | AAPL | APPLE INC | $5.7M | 3.08% | 22,472 | Trimmed |
| 11 | DFLV | DIMENSIONAL ETF TRUST | $5.3M | 2.88% | 149,453 | Added |
| 12 | DFIS | DIMENSIONAL ETF TRUST | $4.5M | 2.41% | 132,850 | Added |
| 13 | DIHP | DIMENSIONAL ETF TRUST | $3.6M | 1.94% | 111,509 | Added |
| 14 | NVDA | NVIDIA CORPORATION | $3.2M | 1.74% | 18,538 | Trimmed |
| 15 | BLV | VANGUARD BD INDEX FDS | $3.2M | 1.71% | 46,118 | Added |
| 16 | VPL | VANGUARD INTL EQUITY INDEX F | $2.1M | 1.15% | 21,791 | Added |
| 17 | DFEM | DIMENSIONAL ETF TRUST | $1.8M | 0.97% | 51,929 | Added |
| 18 | DFEV | DIMENSIONAL ETF TRUST | $1.7M | 0.91% | 47,098 | Added |
| 19 | DFCF | DIMENSIONAL ETF TRUST | $1.6M | 0.85% | 37,473 | Added |
| 20 | VUG | VANGUARD INDEX FDS | $1.5M | 0.82% | 3,468 | Added |
| 21 | IEFA | ISHARES TR | $1.2M | 0.64% | 13,103 | Hold |
| 22 | SUB | ISHARES TR | $1.2M | 0.63% | 10,985 | Hold |
| 23 | IWR | ISHARES TR | $1.0M | 0.56% | 10,760 | Added |
| 24 | IJH | ISHARES TR | $863,033 | 0.47% | 12,780 | Hold |
| 25 | DEHP | DIMENSIONAL ETF TRUST | $841,353 | 0.45% | 24,899 | Added |
Source: SEC Form 13F filings · as of 2026-03-31