PINNEY & SCOFIELD, INC.

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CIK 2056763

13F portfolio (2026-Q1)

$185M

Positions

243

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

Open in PORT →

As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

243

Top 5

50.4%

Top 10

71.7%

Effective N

15.0

HHI

0.067

This quarter

34 new · 0 exit →

By sector

Unclassified86.0%

Information Technology5.9%

Health Care3.9%

Financials1.0%

Communication Services1.0%

Consumer Discretionary0.7%

Energy0.4%

Industrials0.3%

Other0.6%

By market cap

Unknown86.2%

Mega (>$200B)11.8%

Large ($10–200B)2.0%

Small ($300M–2B)0.1%

Mid ($2–10B)0.0%

Micro (<$300M)0.0%

By region

Other86.0%

North America13.9%

Europe0.1%

Asia-Pacific0.0%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	86.25%	108
Pharmaceuticals & Biotechnology	3.87%	14
Technology Hardware & Equipment	3.44%	10
Semiconductors & Semiconductor Equipment	1.94%	10
Software & IT Services	0.80%	7
Banks	0.49%	9
Specialty Retail	0.45%	3
Oil, Gas & Consumable Fuels	0.45%	8
Electrical Equipment & Components	0.24%	4
Software	0.22%	5
Chemicals	0.19%	7
Utilities	0.19%	4
Road & Rail	0.18%	3
Diversified Telecommunication Services	0.17%	3
Commercial Services & Supplies	0.14%	5
Automobiles & Components	0.13%	3
Hotels, Restaurants & Leisure	0.09%	3
Capital Markets	0.08%	3
Health Care Equipment & Supplies	0.08%	3
Insurance	0.07%	4
Equity Real Estate Investment Trusts (REITs)	0.07%	3
Aerospace & Defense	0.07%	4
Food Products	0.06%	4
Entertainment	0.06%	1
Food & Staples Retailing	0.06%	1
Tobacco	0.05%	2
Machinery	0.04%	6
Professional Services	0.03%	1
Media & Entertainment	0.03%	1
Distributors	0.02%	1
Agricultural Products	0.02%	1
Real Estate Management & Development	0.00%	1
Beverages	0.00%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	DFIP	DIMENSIONAL ETF TRUST	Unclassified	12.71%
2	DFIV	DIMENSIONAL ETF TRUST	Unclassified	12.09%
3	DFAS	DIMENSIONAL ETF TRUST	Unclassified	11.21%
4	DFUV	DIMENSIONAL ETF TRUST	Unclassified	8.30%
5	DFAT	DIMENSIONAL ETF TRUST	Unclassified	6.06%
6	DFAR	DIMENSIONAL ETF TRUST	Unclassified	5.50%
7	DISV	DIMENSIONAL ETF TRUST	Unclassified	5.19%
8	DFSV	DIMENSIONAL ETF TRUST	Unclassified	3.93%
9	LLY	ELI LILLY & Co	Health Care	3.66%
10	AAPL	Apple Inc.	Information Technology	3.08%

136/243 names classified · sector 14.0% of weight · industry 13.7% · mkt cap 13.8%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 6 quarters

Information TechnologyAAPL, NVDA, MSFT, IBM, GE · other

Health CareLLY, PFE, SYK, ABBV, AMGN · other

FinancialsBRK.B, JPM, V, BMO, UNH · other

Communication ServicesGOOGL, GOOG, META, T, DIS · other

Consumer DiscretionaryAMZN, COST, TSLA, YUM, MCD · other

IndustrialsUNP, CSX, BA, ICFI, DE · other

EnergyXOM, BP, EXE, MPC, VLO · other

Consumer StaplesCVS, KR, PM, KHC, MO · other

MaterialsPG, DD, DOW, KVUE, LAC · other

UtilitiesNEE, CEG, ES, SRE, ETR

Real EstateAMT, ESRT, EQIX, VAC

UnclassifiedDFIV, DFIP, DFAS, DFUV, DFAT · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 14.0% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Only 13% of book weight classified — the grid is NOT representative of the whole book.

holdings, colored by sector (109 classified)PINNEY & SCOFIELD, INC. centroid (Large Growth)

Information TechnologyHealth CareCommunication ServicesConsumer DiscretionaryFinancialsEnergyIndustrialsConsumer StaplesMaterialsUtilitiesReal Estate

Style box summary for PINNEY & SCOFIELD, INC.: centroid Large Growth. Heaviest cells: Large Growth 10.4%, Large Value 1.2%, Large Core 1.2%.

Classified: 13.4% of book weight (109/243 names) · unclassified 86.6%: DFIP, DFIV, DFAS, DFUV, DFAT, DFAR, DISV, DFSV, DFLV, DFIS +124 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 243 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	DFIPDIMENSIONAL ETF TRUST	564,887	$24M	12.7%	ADD 9%
2	DFIVDIMENSIONAL ETF TRUST	424,833	$22M	12.1%	HOLD
3	DFASDIMENSIONAL ETF TRUST	292,372	$21M	11.2%	HOLD
4	DFUVDIMENSIONAL ETF TRUST	317,449	$15M	8.3%	HOLD
5	DFATDIMENSIONAL ETF TRUST	179,854	$11M	6.1%	HOLD
6	DFARDIMENSIONAL ETF TRUST	431,323	$10M	5.5%	ADD 16%
7	DISVDIMENSIONAL ETF TRUST	244,163	$10M	5.2%	HOLD
8	DFSVDIMENSIONAL ETF TRUST	207,985	$7M	3.9%	ADD 6%
9	LLYELI LILLY & CO	7,379	$7M	3.7%	HOLD
10	AAPLAPPLE INC	22,472	$6M	3.1%	HOLD
11	DFLVDIMENSIONAL ETF TRUST	149,453	$5M	2.9%	ADD 4%
12	DFISDIMENSIONAL ETF TRUST	132,850	$4M	2.4%	HOLD
13	DIHPDIMENSIONAL ETF TRUST	111,509	$4M	1.9%	ADD 9%
14	NVDANVIDIA CORPORATION	18,538	$3M	1.7%	HOLD
15	BLVVANGUARD BD INDEX FDS	46,118	$3M	1.7%	HOLD
16	VPLVANGUARD INTL EQUITY INDEX F	21,791	$2M	1.1%	ADD 5%
17	DFEMDIMENSIONAL ETF TRUST	51,929	$2M	1.0%	HOLD
18	DFEVDIMENSIONAL ETF TRUST	47,098	$2M	0.9%	ADD 5%
19	DFCFDIMENSIONAL ETF TRUST	37,473	$2M	0.9%	ADD 23%
20	VUGVANGUARD INDEX FDS	3,468	$2M	0.8%	ADD 55%
21	IEFAISHARES TR	13,103	$1M	0.6%	HOLD
22	SUBISHARES TR	10,985	$1M	0.6%	HOLD
23	IWRISHARES TR	10,760	$1M	0.6%	HOLD
24	IJHISHARES TR	12,780	$863,033	0.5%	HOLD
25	DEHPDIMENSIONAL ETF TRUST	24,899	$841,353	0.5%	HOLD
26	IVVISHARES TR	1,261	$823,698	0.4%	ADD 11%
27	BRK.ABERKSHIRE HATHAWAY INC DEL	1	$718,140	0.4%	NEW
28	GOOGLALPHABET INC	2,434	$699,921	0.4%	HOLD
29	XOMEXXON MOBIL CORP	3,455	$586,175	0.3%	HOLD
30	BRK.BBERKSHIRE HATHAWAY INC DEL	1,002	$480,158	0.3%	HOLD
31	AMZNAMAZON COM INC	2,260	$470,690	0.3%	HOLD
32	IEMGISHARES INC	6,344	$442,494	0.2%	HOLD
33	GOOGALPHABET INC	1,457	$417,955	0.2%	HOLD
34	VWOVANGUARD INTL EQUITY INDEX F	7,700	$416,185	0.2%	TRIM −5%
35	MSFTMICROSOFT CORP	1,011	$374,222	0.2%	HOLD
36	COSTCOSTCO WHSL CORP NEW	364	$362,701	0.2%	HOLD
37	IJRISHARES TR	2,904	$360,996	0.2%	HOLD
38	VCLTVANGUARD SCOTTSDALE FDS	4,785	$357,544	0.2%	ADD 232%
39	JPMJPMORGAN CHASE & CO	1,208	$355,345	0.2%	HOLD
40	VGLTVANGUARD SCOTTSDALE FDS	6,203	$343,350	0.2%	ADD 198%
41	DFAEDIMENSIONAL ETF TRUST	9,374	$317,395	0.2%	ADD 11%
42	EMBISHARES TR	3,186	$299,261	0.2%	HOLD
43	VNQVANGUARD INDEX FDS	3,268	$289,835	0.2%	HOLD
44	PGPROCTER AND GAMBLE CO	1,998	$288,591	0.2%	HOLD
45	SCHXSCHWAB U.S. LARGE-CAP ETF	10,197	$261,451	0.1%	HOLD
46	NEENEXTERA ENERGY INC	2,800	$260,064	0.1%	HOLD
47	GEGE AEROSPACE	873	$247,851	0.1%	HOLD
48	TSLATESLA INC	640	$237,920	0.1%	TRIM −21%
49	METAMETA PLATFORMS INC	405	$231,713	0.1%	HOLD
50	BMOBANK MONTREAL MEDIUM	1,700	$230,078	0.1%	HOLD
51	TAT&T INC	7,666	$222,244	0.1%	HOLD
52	DFAIDIMENSIONAL ETF TRUST	5,632	$219,409	0.1%	ADD 25%
53	UMBFUMB FINL CORP	1,841	$207,677	0.1%	ADD 37%
54	DFSDDIMENSIONAL ETF TRUST	4,293	$205,536	0.1%	ADD 11%
55	IBMINTERNATIONAL BUSINESS MACHS	827	$200,412	0.1%	HOLD
56	BNDVANGUARD BD INDEX FDS	2,568	$189,082	0.1%	ADD 20%
57	BSVVANGUARD BD INDEX FDS	2,407	$188,718	0.1%	ADD 2%
58	VTVVANGUARD INDEX FDS	960	$188,352	0.1%	TRIM −14%
59	GEVGE VERNOVA INC	215	$187,674	0.1%	HOLD
60	SCZISHARES TR	2,390	$187,400	0.1%	TRIM −31%
61	VVISA INC	589	$178,019	0.1%	HOLD
62	UNPUNION PAC CORP	718	$174,178	0.1%	HOLD
63	CSCOCISCO SYS INC	2,047	$158,827	0.1%	HOLD
64	IWNISHARES TR	810	$153,568	0.1%	HOLD
65	PFEPFIZER INC	5,321	$149,414	0.1%	HOLD
66	CMECME GROUP INC	498	$147,084	0.1%	NEW
67	BPBP PLC	3,010	$141,470	0.1%	HOLD
68	CGNXCOGNEX CORP	2,770	$135,702	0.1%	HOLD
69	VCSHVANGUARD SCOTTSDALE FDS	1,652	$130,954	0.1%	HOLD
70	SCHCSCHWAB STRATEGIC TR	2,625	$122,679	0.1%	TRIM −19%
71	CSXCSX CORP	2,925	$120,071	0.1%	HOLD
72	AGGISHARES TR	1,192	$118,330	0.1%	NEW
73	SYKSTRYKER CORPORATION	360	$118,292	0.1%	HOLD
74	DISDISNEY WALT CO	1,158	$111,608	0.1%	HOLD
75	VOOVANGUARD INDEX FDS	186	$110,865	0.1%	HOLD
76	SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF	3,760	$109,529	0.1%	HOLD
77	CVSCVS HEALTH CORP	1,507	$108,233	0.1%	HOLD
78	ABBVABBVIE INC	478	$103,960	0.1%	HOLD
79	TIPISHARES TR	878	$96,896	0.1%	HOLD
80	UNHUNITEDHEALTH GROUP INC	355	$96,059	0.1%	HOLD
81	DFSEDIMENSIONAL ETF TRUST	2,181	$92,411	0.0%	HOLD
82	ADPAUTOMATIC DATA PROCESSING IN	450	$91,431	0.0%	HOLD
83	DFAWDIMENSIONAL ETF TRUST	1,209	$89,232	0.0%	ADD 27%
84	VGKVANGUARD INTL EQUITY INDEX F	1,043	$85,999	0.0%	HOLD
85	SPYVSPDR SERIES TRUST	1,514	$85,662	0.0%	HOLD
86	MDYSPDR S&P MIDCAP 400 ETF TR	134	$82,646	0.0%	HOLD
87	IWBISHARES TR	225	$80,226	0.0%	TRIM −38%
88	SCHFSCHWAB STRATEGIC TR	3,178	$78,657	0.0%	HOLD
89	ADIANALOG DEVICES INC	241	$76,672	0.0%	HOLD
90	SPYSTATE STR SPDR S&P 500 ETF T	117	$76,090	0.0%	HOLD
91	DFSBDIMENSIONAL ETF TR DIMENSIONAL GLOBAL SUSTAINABILITY FIXED INCOME	1,464	$75,737	0.0%	ADD 13%
92	MCDMCDONALDS CORP	239	$74,279	0.0%	HOLD
93	BABOEING CO	367	$73,044	0.0%	TRIM −8%
94	YUMYUM BRANDS INC	467	$72,609	0.0%	HOLD
95	TXNTEXAS INSTRS INC	370	$71,832	0.0%	HOLD
96	VZVERIZON COMMUNICATIONS INC	1,301	$65,310	0.0%	HOLD
97	IWPISHARES TR	509	$65,213	0.0%	HOLD
98	DELLDELL TECHNOLOGIES INC	381	$62,534	0.0%	HOLD
99	TTTRANE TECHNOLOGIES PLC	150	$62,511	0.0%	HOLD
100	CEGCONSTELLATION ENERGY CORP	220	$61,435	0.0%	HOLD
101	TFCTRUIST FINL CORP	1,310	$60,221	0.0%	HOLD
102	VTIVANGUARD INDEX FDS	187	$59,924	0.0%	HOLD
103	VOVANGUARD INDEX FDS	196	$56,287	0.0%	NEW
104	SCHASCHWAB STRATEGIC TR	1,933	$56,223	0.0%	HOLD
105	ICFIICF INTL INC	852	$55,627	0.0%	HOLD
106	PMPHILIP MORRIS INTL INC	330	$54,562	0.0%	HOLD
107	AMDADVANCED MICRO DEVICES INC	267	$54,316	0.0%	TRIM −16%
108	DFSUDIMENSIONAL ETF TRUST	1,297	$53,276	0.0%	TRIM −18%
109	ESRTEMPIRE ST RLTY TR INC	10,000	$52,000	0.0%	HOLD
110	KHCKRAFT HEINZ CO	2,307	$51,884	0.0%	ADD 25%
111	VOOVVANGUARD ADMIRAL FDS INC	250	$50,948	0.0%	HOLD
112	CLSCELESTICA INC	180	$50,702	0.0%	HOLD
113	TSMTAIWAN SEMICONDUCTOR MFG LTD	150	$50,693	0.0%	HOLD
114	WBDWARNER BROS DISCOVERY INC	1,761	$48,357	0.0%	HOLD
115	CTSHCOGNIZANT TECHNOLOGY SOLUTIO	747	$45,828	0.0%	HOLD
116	AMTAMERICAN TOWER CORP	265	$45,734	0.0%	HOLD
117	EBAYEBAY INC.	493	$44,873	0.0%	HOLD
118	BBTBERKSHIRE HILLS BANCORP INC	1,447	$43,399	0.0%	HOLD
119	CAHCARDINAL HEALTH INC	200	$42,262	0.0%	NEW
120	DEDEERE & CO	75	$42,248	0.0%	TRIM −35%
121	MOALTRIA GROUP INC	631	$41,636	0.0%	HOLD
122	VEAVANGUARD TAX-MANAGED FDS	648	$41,524	0.0%	ADD 32%
123	WDCWESTERN DIGITAL CORP	150	$40,574	0.0%	HOLD
124	JNKSPDR SER TR	420	$40,202	0.0%	NEW
125	FNDXSCHWAB STRATEGIC TR	1,421	$39,584	0.0%	HOLD
126	CTVACORTEVA INC	472	$39,511	0.0%	HOLD
127	UPSUNITED PARCEL SERVICE INC	392	$38,565	0.0%	HOLD
128	TMUST-MOBILE US INC	175	$36,755	0.0%	HOLD
129	MPCMARATHON PETE CORP	150	$36,627	0.0%	HOLD
130	PTCPTC INC	256	$36,477	0.0%	HOLD
131	ADMARCHER DANIELS MIDLAND CO	500	$36,345	0.0%	NEW
132	VEUVANGUARD INTL EQUITY INDEX F	470	$35,297	0.0%	HOLD
133	AMGNAMGEN INC	100	$35,185	0.0%	HOLD
134	VTWOVANGUARD SCOTTSDALE FDS	331	$33,156	0.0%	NEW
135	DFSIDIMENSIONAL ETF TRUST	741	$31,401	0.0%	TRIM −33%
136	EQIXEQUINIX INC	30	$29,407	0.0%	HOLD
137	INTCINTEL CORP	666	$29,391	0.0%	HOLD
138	XLVSELECT SECTOR SPDR TR	200	$29,322	0.0%	HOLD
139	RTXRTX CORPORATION	149	$28,805	0.0%	HOLD
140	DACDANAOS CORPORATION	255	$28,723	0.0%	HOLD
141	EXEEXPAND ENERGY CORPORATION	260	$28,543	0.0%	HOLD
142	MRKMERCK & CO INC	235	$28,268	0.0%	HOLD
143	MFCMANULIFE FINL CORP	810	$27,896	0.0%	HOLD
144	IUSBISHARES TR	593	$27,391	0.0%	NEW
145	BMYBRISTOL-MYERS SQUIBB CO	450	$27,293	0.0%	HOLD
146	FNDFSCHWAB STRATEGIC TR	555	$27,165	0.0%	HOLD
147	GSEWGOLDMAN SACHS ETF TR	320	$27,113	0.0%	HOLD
148	REGNREGENERON PHARMACEUTICALS	35	$27,042	0.0%	HOLD
149	USHYISHARES TR	723	$26,635	0.0%	NEW
150	Life & Banc Split Corp	2,500	$26,600	0.0%	HOLD
151	VOTVANGUARD INDEX FDS	102	$26,282	0.0%	HOLD
152	GSIEGoldman Sachs ActiveBeta Int'l Eq ETF	583	$25,145	0.0%	NEW
153	FNDASCHWAB STRATEGIC TR	768	$24,911	0.0%	HOLD
154	VLOVALERO ENERGY CORP	100	$24,708	0.0%	HOLD
155	FTGCFIRST TR EXCHANGE TRAD FD VI	859	$24,662	0.0%	NEW
156	MDLZMONDELEZ INTL INC	417	$24,036	0.0%	HOLD
157	VBVANGUARD INDEX FDS	91	$23,835	0.0%	NEW
158	IGVISHARES TR	280	$22,414	0.0%	HOLD
159	SRESEMPRA	226	$21,960	0.0%	HOLD
160	DDDUPONT DE NEMOURS INC	472	$21,618	0.0%	HOLD
161	GEHCGE HEALTHCARE TECHNOLOGIES I	288	$20,493	0.0%	HOLD
162	LQDISHARES TR	186	$20,272	0.0%	NEW
163	SDYSPDR SER TR	135	$19,702	0.0%	HOLD
164	IVEISHARES TR	91	$19,215	0.0%	TRIM −3%
165	DFAUDIMENSIONAL ETF TRUST	415	$18,725	0.0%	HOLD
166	DOWDOW HLDGS INC	427	$17,785	0.0%	HOLD
167	GLDSPDR GOLD TR	41	$17,642	0.0%	HOLD
168	PDBCINVESCO ACTVELY MNGD ETC FD	1,017	$17,614	0.0%	NEW
169	AVGOBROADCOM INC	55	$17,023	0.0%	NEW
170	HONHONEYWELL INTL INC	75	$16,952	0.0%	HOLD
171	LVSLAS VEGAS SANDS CORP	300	$16,164	0.0%	HOLD
172	AKAMAKAMAI TECHNOLOGIES INC	139	$15,981	0.0%	TRIM −18%
173	VYMVANGUARD WHITEHALL FDS	100	$14,810	0.0%	HOLD
174	PYPLPAYPAL HLDGS INC	311	$14,052	0.0%	HOLD
175	FNDCSCHWAB STRATEGIC TR	301	$13,965	0.0%	HOLD
176	SCHPSCHWAB STRATEGIC TR	515	$13,695	0.0%	HOLD
177	SCHVSCHWAB STRATEGIC TR	446	$13,607	0.0%	HOLD
178	ABTABBOTT LABS	132	$13,552	0.0%	NEW
179	EMREMERSON ELEC CO	95	$12,447	0.0%	HOLD
180	SHELSHELL PLC	130	$12,090	0.0%	HOLD
181	LINLINDE PLC	23	$11,402	0.0%	HOLD
182	VIGVANGUARD SPECIALIZED FUNDS	53	$11,294	0.0%	HOLD
183	NVDLGRANITESHARES ETF TR	150	$10,886	0.0%	HOLD
184	IRINGERSOLL RAND INC	132	$10,576	0.0%	HOLD
185	AMBAAMBARELLA INC	200	$10,295	0.0%	NEW
186	KVUEKENVUE INC	570	$9,827	0.0%	HOLD
187	FNDBSchwab Fundamental US Broad Market ETF	360	$9,792	0.0%	HOLD
188	SCHBSCHWAB STRATEGIC TR	390	$9,780	0.0%	HOLD
189	IWMISHARES TR	38	$9,424	0.0%	HOLD
190	CCITIGROUP INC	73	$8,279	0.0%	NEW
191	VACMARRIOTT VACATIONS WORLDWIDE	120	$7,814	0.0%	HOLD
192	VLTOVERALTO CORP	86	$7,604	0.0%	HOLD
193	ETRENTERGY CORP NEW	66	$7,416	0.0%	HOLD
194	DLSWISDOMTREE TR	86	$7,009	0.0%	HOLD
195	ASMLASML HOLDING N V	5	$6,604	0.0%	HOLD
196	WFCWELLS FARGO CO NEW	82	$6,528	0.0%	TRIM −55%
197	VMBSVANGUARD SCOTTSDALE FDS	131	$6,150	0.0%	NEW
198	ARMARM HOLDINGS PLC	40	$6,051	0.0%	NEW
199	ETNEATON CORP PLC	16	$5,723	0.0%	HOLD
200	SLVISHARES SILVER TR	80	$5,451	0.0%	NEW

showing the top 200 by weight

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

DFIPDIMENSIONAL ETF TRUST

351K

401K

400K

443K

520K

565K

$24M

DFIVDIMENSIONAL ETF TRUST

413K

425K

430K

433K

425K

$22M

DFASDIMENSIONAL ETF TRUST

255K

266K

272K

277K

288K

292K

$21M

DFUVDIMENSIONAL ETF TRUST

335K

329K

327K

325K

319K

317K

$15M

DFATDIMENSIONAL ETF TRUST

186K

184K

181K

180K

$11M

DFARDIMENSIONAL ETF TRUST

228K

257K

282K

333K

373K

431K

$10M

DISVDIMENSIONAL ETF TRUST

207K

231K

232K

236K

246K

244K

$10M

DFSVDIMENSIONAL ETF TRUST

106K

140K

160K

189K

196K

208K

$7M

LLYELI LILLY & CO

$7M

AAPLAPPLE INC

22K

23K

24K

22K

23K

22K

$6M

DFLVDIMENSIONAL ETF TRUST

80K

101K

109K

118K

144K

149K

$5M

DFISDIMENSIONAL ETF TRUST

88K

107K

119K

122K

132K

133K

$4M

DIHPDIMENSIONAL ETF TRUST

56K

76K

82K

89K

102K

112K

$4M

NVDANVIDIA CORPORATION

18K

19K

$3M

BLVVANGUARD BD INDEX FDS

24K

28K

29K

40K

46K

$3M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

☆PINNEY & SCOFIELD, INC.