StockDrifts LogoStockDrifts

Pinney & Scofield Inc

Portfolio Manager
Pinney & Scofield INC
Performance
+1.82% (2026 Q1)
AUM (13F)
$185.44M
# of Holdings
243
Performance Rank
Allocation (Top 20)
87.11%

Pinney & Scofield Inc Holdings Map

Top 50 Pinney & Scofield Inc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
DFIP
DIMENSIONAL ETF TRUST
12.71%564.9K$23.6M
+8.54%(+44.44K)
2025-Q1: 401.0K shares2025-Q2: 400.3K shares2025-Q3: 442.6K shares2025-Q4: 520.4K shares2026-Q1: 564.9K shares
$41.52(+1.05%)
2026-03-31
DFIV
DIMENSIONAL ETF TRUST
12.09%424.8K$22.4M
-1.94%(-8.42K)
2025-Q1: 425.1K shares2025-Q2: 425.2K shares2025-Q3: 430.5K shares2025-Q4: 433.3K shares2026-Q1: 424.8K shares
$36.96(+48.39%)
2026-03-31
DFAS
DIMENSIONAL ETF TRUST
11.21%292.4K$20.8M
+1.40%(+4.03K)
2025-Q1: 266.5K shares2025-Q2: 272.2K shares2025-Q3: 276.8K shares2025-Q4: 288.3K shares2026-Q1: 292.4K shares
$65.06(+16.27%)
2026-03-31
DFUV
DIMENSIONAL ETF TRUST
8.3%317.4K$15.4M
-0.64%(-2.05K)
2025-Q1: 329.5K shares2025-Q2: 327.3K shares2025-Q3: 325.4K shares2025-Q4: 319.5K shares2026-Q1: 317.4K shares
$41.30(+26.23%)
2026-03-31
DFAT
DIMENSIONAL ETF TRUST
6.06%179.9K$11.2M
-0.43%(-781)
2025-Q1: 185.6K shares2025-Q2: 184.5K shares2025-Q3: 184.0K shares2025-Q4: 180.6K shares2026-Q1: 179.9K shares
$55.65(+17.39%)
2026-03-31
DFAR
DIMENSIONAL ETF TRUST
5.5%431.3K$10.2M
+15.51%(+57.93K)
2025-Q1: 257.2K shares2025-Q2: 281.7K shares2025-Q3: 333.4K shares2025-Q4: 373.4K shares2026-Q1: 431.3K shares
$23.98(+5.62%)
2026-03-31
DISV
DIMENSIONAL ETF TRUST
5.19%244.2K$9.6M
-0.71%(-1.75K)
2025-Q1: 231.1K shares2025-Q2: 232.0K shares2025-Q3: 235.7K shares2025-Q4: 245.9K shares2026-Q1: 244.2K shares
$28.30(+47.45%)
2026-03-31
DFSV
DIMENSIONAL ETF TRUST
3.93%208.0K$7.3M
+6.18%(+12.11K)
2025-Q1: 139.6K shares2025-Q2: 160.1K shares2025-Q3: 189.3K shares2025-Q4: 195.9K shares2026-Q1: 208.0K shares
$30.59(+19.23%)
2026-03-31
LLY
ELI LILLY & CO
3.66%7.4K$6.8M
+0.00%(+0)
2025-Q1: 7.4K shares2025-Q2: 7.4K shares2025-Q3: 7.4K shares2025-Q4: 7.4K shares2026-Q1: 7.4K shares
$828.93(+21.23%)
2026-03-31
AAPL
APPLE INC
3.08%22.5K$5.7M
-0.99%(-225)
2025-Q1: 23.3K shares2025-Q2: 24.1K shares2025-Q3: 22.0K shares2025-Q4: 22.7K shares2026-Q1: 22.5K shares
$232.69(+29.02%)
2026-03-31

Unlock alerts, watchlists & AI chat

Sign up free to track Pinney & Scofield Inc, compare funds side by side, and get alerts the moment positions change.

More 13F analyses

View all