DISV 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 (DISV) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 5.3% in 2025 Q4. The latest visible filing shows DISV at 5.30% 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 DISV 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

DISV was reported at 5.30% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.3% 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 DISV β€” position size vs. price
% of Fund (quarterly)    DISV 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 245,914 +10,177 +4.3% 5.30% $9.3M 2026-02-14 (Est.) $42.74
2025 Q3 ADDED 235,737 +3,698 +1.6% 5.22% $8.4M 2025-11-13 $35.72
2025 Q2 ADDED 232,039 +916 +0.4% 5.17% $7.6M 2025-08-08 $33.70
2025 Q1 ADDED 231,123 +24,620 +11.9% 4.87% $6.7M 2025-05-09 $29.94
2024 Q4 INITIATED 206,503 β€” β€” 4.15% $5.5M 2025-02-19 $27.37

FAQ About PINNEY & SCOFIELD, INC. and DISV

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 DISV?

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

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

The largest reported portfolio weight for DISV was 5.30% in 2025 Q4.

What is the latest reported DISV position on this page?

The most recent filing on this page is 2025 Q4, when PINNEY & SCOFIELD, INC. reported 245,914 shares, equal to 5.30% of portfolio, with an estimated market value of $9.3M.

What does the chart on this DISV ownership page compare?

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