§ 13F · FUND PROFILE
PINNEY & SCOFIELD, INC..
AUM · $205M (13F)Positions · 232Turnover · n/a · Q2Filed · Aug 7, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$516K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | DFIP | DIMENSIONAL ETF TRUST | 616K | $25M | 12.4% | +9% |
| 2 | DFAS | DIMENSIONAL ETF TRUST | 291K | $24M | 11.7% | ±0% |
| 3 | DFIV | DIMENSIONAL ETF TRUST | 424K | $23M | 11.2% | ±0% |
| 4 | DFUV | DIMENSIONAL ETF TRUST | 312K | $17M | 8.4% | −2% |
| 5 | DFAT | DIMENSIONAL ETF TRUST | 178K | $12M | 6.1% | −1% |
| 6 | DFAR | DIMENSIONAL ETF TRUST | 440K | $11M | 5.6% | +2% |
| 7 | DISV | DIMENSIONAL ETF TRUST | 245K | $10M | 4.8% | ±0% |
| 8 | LLY | ELI LILLY & CO | 7K | $9M | 4.3% | ±0% |
| 9 | DFSV | DIMENSIONAL ETF TRUST | 206K | $8M | 3.9% | −1% |
| 10 | AAPL | APPLE INC | 23K | $7M | 3.2% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PINNEY SIGNAL
AC read
PINNEY & SCOFIELD, INC. is a Other fund managing $205 million in assets. The fund runs a broad portfolio of 232 positions.
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