DFLV 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 (DFLV) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 2.8% in 2025 Q4. The latest visible filing shows DFLV at 2.80% 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 DFLV 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

DFLV was reported at 2.80% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.8% 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 DFLV β€” position size vs. price
% of Fund (quarterly)    DFLV 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 144,359 +26,566 +22.6% 2.80% $4.9M 2026-02-14 (Est.) $36.77
2025 Q3 ADDED 117,793 +8,625 +7.9% 2.41% $3.9M 2025-11-13 $32.96
2025 Q2 ADDED 109,168 +8,117 +8.0% 2.29% $3.4M 2025-08-08 $30.95
2025 Q1 ADDED 101,051 +21,080 +26.4% 2.24% $3.1M 2025-05-09 $29.05
2024 Q4 INITIATED 79,971 β€” β€” 1.82% $2.4M 2025-02-19 $31.11

FAQ About PINNEY & SCOFIELD, INC. and DFLV

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 DFLV?

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

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

The largest reported portfolio weight for DFLV was 2.80% in 2025 Q4.

What is the latest reported DFLV position on this page?

The most recent filing on this page is 2025 Q4, when PINNEY & SCOFIELD, INC. reported 144,359 shares, equal to 2.80% of portfolio, with an estimated market value of $4.9M.

What does the chart on this DFLV ownership page compare?

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