PINNEY & SCOFIELD, INC.: 13F holdings
CIK 20567632026Q2
| Positions | 232 |
|---|---|
| Reported value | $204.5m |
| Filed | 2026-08-07 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 615,557 | $25.4m | 12.4% |
| DIMENSIONAL ETF TRUST | 290,953 | $24.0m | 11.7% |
| DFIV DIMENSIONAL ETF TRUST | 424,299 | $22.9m | 11.2% |
| YM=F DIMENSIONAL ETF TRUST | 311,762 | $17.2m | 8.4% |
| DIMENSIONAL ETF TRUST | 177,700 | $12.4m | 6.1% |
| DIMENSIONAL ETF TRUST | 439,581 | $11.5m | 5.6% |
| DISV DIMENSIONAL ETF TRUST | 245,067 | $9.8m | 4.8% |
| LLY ELI LILLY & CO | 7,379 | $8.9m | 4.3% |
| DIMENSIONAL ETF TRUST | 205,689 | $8.0m | 3.9% |
| AAPL APPLE INC | 22,530 | $6.5m | 3.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2056763")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.