DFEV 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 (DFEV) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 0.9% in 2025 Q2. The latest visible filing shows DFEV at 0.86% 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 DFEV 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

DFEV was reported at 0.86% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.9% in 2025 Q2

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 DFEV β€” position size vs. price
% of Fund (quarterly)    DFEV 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 REDUCED 44,739 -36 -0.1% 0.86% $1.5M 2026-02-14 (Est.) $37.79
2025 Q3 ADDED 44,775 +601 +1.4% 0.89% $1.4M 2025-11-13 $33.37
2025 Q2 REDUCED 44,174 -52 -0.1% 0.90% $1.3M 2025-08-08 $30.09
2025 Q1 ADDED 44,226 +3,391 +8.3% 0.87% $1.2M 2025-05-09 $26.77
2024 Q4 INITIATED 40,835 β€” β€” 0.81% $1.1M 2025-02-19 $26.58

FAQ About PINNEY & SCOFIELD, INC. and DFEV

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 DFEV?

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

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

The largest reported portfolio weight for DFEV was 0.90% in 2025 Q2.

What is the latest reported DFEV position on this page?

The most recent filing on this page is 2025 Q4, when PINNEY & SCOFIELD, INC. reported 44,739 shares, equal to 0.86% of portfolio, with an estimated market value of $1.5M.

What does the chart on this DFEV ownership page compare?

The chart compares PINNEY & SCOFIELD, INC.'s quarterly DFEV 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.

← Back to PINNEY & SCOFIELD, INC. Holdings