DFUV 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 (DFUV) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 10.37% in 2024 Q4. The latest visible filing shows DFUV at 8.45% 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 DFUV 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

DFUV was reported at 8.45% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
10.37% in 2024 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 DFUV β€” position size vs. price
% of Fund (quarterly)    DFUV 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 319,499 -5,922 -1.8% 8.45% $14.9M 2026-02-14 (Est.) $50.13
2025 Q3 REDUCED 325,421 -1,834 -0.6% 9.03% $14.5M 2025-11-13 $44.85
2025 Q2 REDUCED 327,255 -2,215 -0.7% 9.37% $13.8M 2025-08-08 $42.03
2025 Q1 REDUCED 329,470 -5,129 -1.5% 9.83% $13.6M 2025-05-09 $39.48
2024 Q4 INITIATED 334,599 β€” β€” 10.37% $13.7M 2025-02-19 $42.36

FAQ About PINNEY & SCOFIELD, INC. and DFUV

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 DFUV?

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

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

The largest reported portfolio weight for DFUV was 10.37% in 2024 Q4.

What is the latest reported DFUV position on this page?

The most recent filing on this page is 2025 Q4, when PINNEY & SCOFIELD, INC. reported 319,499 shares, equal to 8.45% of portfolio, with an estimated market value of $14.9M.

What does the chart on this DFUV ownership page compare?

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