§ 13F · FUND PROFILE
PINNEY & SCOFIELD, INC..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $148M (13F)Positions · 220Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | DFIP | DIMENSIONAL ETF TRUST | 565K | $24M | 12.7% | +9% |
| 2 | DFIV | DIMENSIONAL ETF TRUST | 425K | $22M | 12.1% | −2% |
| 3 | DFAS | DIMENSIONAL ETF TRUST | 292K | $21M | 11.2% | +1% |
| 4 | DFUV | DIMENSIONAL ETF TRUST | 317K | $15M | 8.3% | −1% |
| 5 | DFAT | DIMENSIONAL ETF TRUST | 180K | $11M | 6.1% | ±0% |
| 6 | DFAR | DIMENSIONAL ETF TRUST | 431K | $10M | 5.5% | +16% |
| 7 | DISV | DIMENSIONAL ETF TRUST | 244K | $10M | 5.2% | −1% |
| 8 | DFSV | DIMENSIONAL ETF TRUST | 208K | $7M | 3.9% | +6% |
| 9 | LLY | ELI LILLY & CO | 7K | $7M | 3.7% | ±0% |
| 10 | AAPL | APPLE INC | 22K | $6M | 3.1% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PINNEY SIGNAL
AC read
PINNEY & SCOFIELD, INC. is a Other fund managing $148 million in assets. The fund runs a broad portfolio of 220 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed