DFAR β€” DIMENSIONAL ETF TRUST

Ownership history in PINNEY & SCOFIELD, INC.  Β·  5 quarters on record

AI Ownership Summary

PINNEY & SCOFIELD, INC. reported DIMENSIONAL ETF TRUST (DFAR) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 4.94% in 2025 Q3. The latest visible filing shows DFAR at 4.85% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DFAR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PINNEY & SCOFIELD, INC.'s position in DIMENSIONAL ETF TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

DFAR was reported at 4.85% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.94% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How PINNEY & SCOFIELD, INC. held DFAR β€” position size vs. price
% of Fund (quarterly)    DFAR price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 373,392 +39,962 +12.0% 4.85% $8.6M 2026-02-14 (Est.) $24.91
2025 Q3 ADDED 333,430 +51,683 +18.3% 4.94% $8.0M 2025-11-13 $22.92
2025 Q2 ADDED 281,747 +24,561 +9.5% 4.47% $6.6M 2025-08-08 $22.49
2025 Q1 ADDED 257,186 +29,381 +12.9% 4.43% $6.1M 2025-05-09 $22.85
2024 Q4 INITIATED 227,805 β€” β€” 4.01% $5.3M 2025-02-19 $23.11

🏒 Other funds also holding DFAR

As of 2026 Q1 β€” sorted by position size

Aspen Wealth Management LLC 3Y 1.84% DWR WEALTH MANAGEMENT, LLC 1.13%

FAQ About PINNEY & SCOFIELD, INC. and DFAR

These are the practical questions this page is built to answer before you even open the full history table.

How long has PINNEY & SCOFIELD, INC. reported owning DFAR?

PINNEY & SCOFIELD, INC. reported DFAR across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported DFAR position in PINNEY & SCOFIELD, INC.'s portfolio?

The largest reported portfolio weight for DFAR was 4.94% in 2025 Q3.

What is the latest reported DFAR position on this page?

The most recent filing on this page is 2025 Q4, when PINNEY & SCOFIELD, INC. reported 373,392 shares, equal to 4.85% of portfolio, with an estimated market value of $8.6M.

What does the chart on this DFAR ownership page compare?

The chart compares PINNEY & SCOFIELD, INC.'s quarterly DFAR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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