DFSV 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 (DFSV) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 3.74% in 2025 Q3. The latest visible filing shows DFSV at 3.66% 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 DFSV 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

DFSV was reported at 3.66% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.74% 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 DFSV β€” position size vs. price
% of Fund (quarterly)    DFSV 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 195,879 +6,563 +3.5% 3.66% $6.4M 2026-02-14 (Est.) $36.81
2025 Q3 ADDED 189,316 +29,241 +18.3% 3.74% $6.0M 2025-11-13 $31.20
2025 Q2 ADDED 160,075 +20,434 +14.6% 3.19% $4.7M 2025-08-08 $29.53
2025 Q1 ADDED 139,641 +33,910 +32.1% 2.85% $3.9M 2025-05-09 $27.35
2024 Q4 INITIATED 105,731 β€” β€” 2.46% $3.3M 2025-02-19 $30.77

🏒 Other funds also holding DFSV

As of 2026 Q1 β€” sorted by position size

COLLECTIVE FAMILY OFFICE LLC 3Y 1.59%

FAQ About PINNEY & SCOFIELD, INC. and DFSV

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 DFSV?

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

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

The largest reported portfolio weight for DFSV was 3.74% in 2025 Q3.

What is the latest reported DFSV position on this page?

The most recent filing on this page is 2025 Q4, when PINNEY & SCOFIELD, INC. reported 195,879 shares, equal to 3.66% of portfolio, with an estimated market value of $6.4M.

What does the chart on this DFSV ownership page compare?

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