PINNEY & SCOFIELD, INC.

Filed: 8/8/2025ACC: 0002056763-25-000004

📋 What this filing means

PINNEY & SCOFIELD, INC. filed this quarterly 13F‑HR report disclosing 220 equity positions with a total reported market value of $147.73M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

220

Positions

$147.73M

Total AUM (reported)

3.09M

Total Shares

Allocation by class

COM$20.65M14.0%

INTERNATNAL VAL$18.21M12.3%

US SMALL CAP ETF$17.34M11.7%

INFLATION PROTE$16.74M11.3%

US MKTWIDE VALUE$13.84M9.4%

US TARGETED VLU$9.95M6.7%

INTL SMALL CAP V$7.64M5.2%

Portfolio Concentration

Top 3$52.29M35.4%

4–10$53.44M36.2%

11–25$26.11M17.7%

Rest$15.89M10.8%

Top 3 weight

35.4%

Top 10 weight

71.6%

Voting Authority Distribution

Total shares with voting rights: 3.09M

Sole

Full voting authority

2.94M

% of voting shares95.3%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

145.99K

% of voting shares4.7%

Investment Discretion (by position count)

Sole220

Shared0

Other0

Dominant voting typeSole · 95.3% of voting shares

Institutional Holdings220

Rows:

DIMENSIONAL ETF TRUST

SOLE

INTERNATNAL VAL

Shares425.18K

TypeSH

Market value$18.21M

12.33%

Sole

425.18K

Shared

0.00

None

0.00

DIMENSIONAL ETF TRUST

SOLE

US SMALL CAP ETF

Shares272.20K

TypeSH

Market value$17.34M

11.74%

Sole

272.20K

Shared

0.00

None

0.00

DIMENSIONAL ETF TRUST

SOLE

INFLATION PROTE

Shares400.30K

TypeSH

Market value$16.74M

11.33%

Sole

400.30K

Shared

0.00

None

0.00

DIMENSIONAL ETF TRUST

SOLE

US MKTWIDE VALUE

Shares327.25K

TypeSH

Market value$13.84M

9.37%

Sole

327.25K

Shared

0.00

None

0.00

DIMENSIONAL ETF TRUST

SOLE

US TARGETED VLU

Shares184.48K

TypeSH

Market value$9.95M

6.74%

Sole

184.48K

Shared

0.00

None

0.00

DIMENSIONAL ETF TRUST

SOLE

INTL SMALL CAP V

Shares232.04K

TypeSH

Market value$7.64M

5.17%

Sole

232.04K

Shared

0.00

None

0.00

DIMENSIONAL ETF TRUST

SOLE

US REAL ESTATE E

Shares281.75K

TypeSH

Market value$6.61M

4.47%

Sole

281.75K

Shared

0.00

None

0.00

ELI LILLY & CO

SOLE

COM

Shares7.39K

TypeSH

Market value$5.76M

3.90%

Sole

4.00

Shared

0.00

None

7.38K

APPLE INC

SOLE

COM

Shares24.06K

TypeSH

Market value$4.94M

3.34%

Sole

2.24K

Shared

0.00

None

21.82K

DIMENSIONAL ETF TRUST

SOLE

US SMALL CAP VAL

Shares160.07K

TypeSH

Market value$4.71M

3.19%

Sole

160.07K

Shared

0.00

None

0.00

DIMENSIONAL ETF TRUST

SOLE

INTL SMALL CAP E

Shares119.20K

TypeSH

Market value$3.56M

2.41%

Sole

119.20K

Shared

0.00

None

0.00

DIMENSIONAL ETF TRUST

SOLE

US LARGE CAP VAL

Shares109.17K

TypeSH

Market value$3.39M

2.29%

Sole

109.17K

Shared

0.00

None

0.00

NVIDIA CORPORATION

SOLE

COM

Shares18.46K

TypeSH

Market value$2.92M

1.97%

Sole

260.00

Shared

0.00

None

18.20K

DIMENSIONAL ETF TRUST

SOLE

INTL HIGH PROFIT

Shares82.34K

TypeSH

Market value$2.43M

1.64%

Sole

82.34K

Shared

0.00

None

0.00

VANGUARD BD INDEX FDS

SOLE

LONG TERM BOND

Shares28.70K

TypeSH

Market value$2.00M

1.35%

Sole

28.70K

Shared

0.00

None

0.00

VANGUARD INTL EQUITY INDEX F

SOLE

FTSE PACIFIC ETF

Shares21.71K

TypeSH

Market value$1.78M

1.21%

Sole

21.71K

Shared

0.00

None

0.00

DIMENSIONAL ETF TRUST

SOLE

EMERGING MKTS CO

Shares49.84K

TypeSH

Market value$1.48M

1.00%

Sole

49.84K

Shared

0.00

None

0.00

ISHARES TR

SOLE

NATIONAL MUN ETF

Shares13.83K

TypeSH

Market value$1.44M

0.98%

Sole

13.83K

Shared

0.00

None

0.00

DIMENSIONAL ETF TRUST

SOLE

EMERGING MKTS VA

Shares44.17K

TypeSH

Market value$1.32M

0.90%

Sole

44.17K

Shared

0.00

None

0.00

ISHARES TR

SOLE

SHRT NAT MUN ETF

Shares11.45K

TypeSH

Market value$1.22M

0.82%

Sole

11.45K

Shared

0.00

None

0.00

ISHARES TR

SOLE

CORE MSCI EAFE

Shares13.43K

TypeSH

Market value$1.12M

0.76%

Sole

12.88K

Shared

0.00

None

551.00

ISHARES TR

SOLE

RUS MID CAP ETF

Shares10.60K

TypeSH

Market value$974.9K

0.66%

Sole

10.60K

Shared

0.00

None

0.00

DIMENSIONAL ETF TRUST

SOLE

CORE FIXED INCOM

Shares21.41K

TypeSH

Market value$904.8K

0.61%

Sole

21.41K

Shared

0.00

None

0.00

ISHARES TR

SOLE

CORE S&P MCP ETF

Shares12.78K

TypeSH

Market value$792.6K

0.54%

Sole

12.78K

Shared

0.00

None

0.00

VANGUARD INDEX FDS

SOLE

GROWTH ETF

Shares1.77K

TypeSH

Market value$777.8K

0.53%

Sole

1.77K

Shared

0.00

None

0.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
DIMENSIONAL ETF TRUSTSOLE	INTERNATNAL VAL	425.18K	SH	$18.21M 12.33%	425.18K	0.00
DIMENSIONAL ETF TRUSTSOLE	US SMALL CAP ETF	272.20K	SH	$17.34M 11.74%	272.20K	0.00
DIMENSIONAL ETF TRUSTSOLE	INFLATION PROTE	400.30K	SH	$16.74M 11.33%	400.30K	0.00
DIMENSIONAL ETF TRUSTSOLE	US MKTWIDE VALUE	327.25K	SH	$13.84M 9.37%	327.25K	0.00
DIMENSIONAL ETF TRUSTSOLE	US TARGETED VLU	184.48K	SH	$9.95M 6.74%	184.48K	0.00
DIMENSIONAL ETF TRUSTSOLE	INTL SMALL CAP V	232.04K	SH	$7.64M 5.17%	232.04K	0.00
DIMENSIONAL ETF TRUSTSOLE	US REAL ESTATE E	281.75K	SH	$6.61M 4.47%	281.75K	0.00
ELI LILLY & COSOLE	COM	7.39K	SH	$5.76M 3.90%	4.00	7.38K
APPLE INCSOLE	COM	24.06K	SH	$4.94M 3.34%	2.24K	21.82K
DIMENSIONAL ETF TRUSTSOLE	US SMALL CAP VAL	160.07K	SH	$4.71M 3.19%	160.07K	0.00
DIMENSIONAL ETF TRUSTSOLE	INTL SMALL CAP E	119.20K	SH	$3.56M 2.41%	119.20K	0.00
DIMENSIONAL ETF TRUSTSOLE	US LARGE CAP VAL	109.17K	SH	$3.39M 2.29%	109.17K	0.00
NVIDIA CORPORATIONSOLE	COM	18.46K	SH	$2.92M 1.97%	260.00	18.20K
DIMENSIONAL ETF TRUSTSOLE	INTL HIGH PROFIT	82.34K	SH	$2.43M 1.64%	82.34K	0.00
VANGUARD BD INDEX FDSSOLE	LONG TERM BOND	28.70K	SH	$2.00M 1.35%	28.70K	0.00
VANGUARD INTL EQUITY INDEX FSOLE	FTSE PACIFIC ETF	21.71K	SH	$1.78M 1.21%	21.71K	0.00
DIMENSIONAL ETF TRUSTSOLE	EMERGING MKTS CO	49.84K	SH	$1.48M 1.00%	49.84K	0.00
ISHARES TRSOLE	NATIONAL MUN ETF	13.83K	SH	$1.44M 0.98%	13.83K	0.00
DIMENSIONAL ETF TRUSTSOLE	EMERGING MKTS VA	44.17K	SH	$1.32M 0.90%	44.17K	0.00
ISHARES TRSOLE	SHRT NAT MUN ETF	11.45K	SH	$1.22M 0.82%	11.45K	0.00
ISHARES TRSOLE	CORE MSCI EAFE	13.43K	SH	$1.12M 0.76%	12.88K	551.00
ISHARES TRSOLE	RUS MID CAP ETF	10.60K	SH	$974.9K 0.66%	10.60K	0.00
DIMENSIONAL ETF TRUSTSOLE	CORE FIXED INCOM	21.41K	SH	$904.8K 0.61%	21.41K	0.00
ISHARES TRSOLE	CORE S&P MCP ETF	12.78K	SH	$792.6K 0.54%	12.78K	0.00
VANGUARD INDEX FDSSOLE	GROWTH ETF	1.77K	SH	$777.8K 0.53%	1.77K	0.00

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