Pinney & Scofield

$205M 13F equity value
243 Holdings
Quarter ended June 30, 2026

The latest 13F on file for Pinney & Scofield covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.

Top Holdings

TickerCompanySharesValueWeight
DFIPDIMENSIONAL ETF TRUST615,557$25M12.4%
DFASDIMENSIONAL ETF TRUST290,953$24M11.7%
DFIVDIMENSIONAL ETF TRUST424,299$23M11.2%
DFUVDIMENSIONAL ETF TRUST311,762$17M8.4%
DFATDIMENSIONAL ETF TRUST177,700$12M6.1%
DFARDIMENSIONAL ETF TRUST439,581$11M5.6%
DISVDIMENSIONAL ETF TRUST245,067$10M4.8%
LLYELI LILLY & CO7,379$9M4.3%
DFSVDIMENSIONAL ETF TRUST205,689$8M3.9%
AAPLAPPLE INC22,530$7M3.2%

Track Pinney & Scofield's 13F portfolio: $205M in reported holdings, 243 positions. Top holdings and quarterly changes on SentiSense.

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