DFIP 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 (DFIP) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 12.27% in 2025 Q4. The latest visible filing shows DFIP at 12.27% 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 DFIP 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

DFIP was reported at 12.27% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
12.27% in 2025 Q4

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 DFIP β€” position size vs. price
% of Fund (quarterly)    DFIP 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 520,444 +77,837 +17.6% 12.27% $21.6M 2026-02-14 (Est.) $42.14
2025 Q3 ADDED 442,607 +42,304 +10.6% 11.61% $18.7M 2025-11-13 $41.69
2025 Q2 REDUCED 400,303 -683 -0.2% 11.33% $16.7M 2025-08-08 $41.16
2025 Q1 ADDED 400,986 +49,586 +14.1% 12.22% $16.9M 2025-05-09 $40.18
2024 Q4 INITIATED 351,400 β€” β€” 10.77% $14.2M 2025-02-19 $39.34

FAQ About PINNEY & SCOFIELD, INC. and DFIP

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 DFIP?

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

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

The largest reported portfolio weight for DFIP was 12.27% in 2025 Q4.

What is the latest reported DFIP position on this page?

The most recent filing on this page is 2025 Q4, when PINNEY & SCOFIELD, INC. reported 520,444 shares, equal to 12.27% of portfolio, with an estimated market value of $21.6M.

What does the chart on this DFIP ownership page compare?

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