Top 50 Pinney & Scofield Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFIP | DIMENSIONAL ETF TRUST | 12.71% | 564.9K | $23.6M | +8.54%(+44.44K) | $41.52(+1.05%) | 2026-03-31 | |
| DFIV | DIMENSIONAL ETF TRUST | 12.09% | 424.8K | $22.4M | -1.94%(-8.42K) | $36.96(+48.39%) | 2026-03-31 | |
| DFAS | DIMENSIONAL ETF TRUST | 11.21% | 292.4K | $20.8M | +1.40%(+4.03K) | $65.06(+16.27%) | 2026-03-31 | |
| DFUV | DIMENSIONAL ETF TRUST | 8.3% | 317.4K | $15.4M | -0.64%(-2.05K) | $41.30(+26.23%) | 2026-03-31 | |
| DFAT | DIMENSIONAL ETF TRUST | 6.06% | 179.9K | $11.2M | -0.43%(-781) | $55.65(+17.39%) | 2026-03-31 | |
| DFAR | DIMENSIONAL ETF TRUST | 5.5% | 431.3K | $10.2M | +15.51%(+57.93K) | $23.98(+5.62%) | 2026-03-31 | |
| DISV | DIMENSIONAL ETF TRUST | 5.19% | 244.2K | $9.6M | -0.71%(-1.75K) | $28.30(+47.45%) | 2026-03-31 | |
| DFSV | DIMENSIONAL ETF TRUST | 3.93% | 208.0K | $7.3M | +6.18%(+12.11K) | $30.59(+19.23%) | 2026-03-31 | |
| LLY | ELI LILLY & CO | 3.66% | 7.4K | $6.8M | +0.00%(+0) | $828.93(+21.23%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.08% | 22.5K | $5.7M | -0.99%(-225) | $232.69(+29.02%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.40% | +49.72% |
| Top 20 Holdings Unweighted | +15.83% | +55.42% |
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