Filed: 11/13/2025ACC: 0002056763-25-000005
📋 What this filing means
PINNEY & SCOFIELD, INC. filed this quarterly 13F‑HR report disclosing 217 equity positions with a total reported market value of $161.06M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
217
Positions
$161.06M
Total AUM (reported)
3.23M
Total Shares
Allocation by class
COM$22.02M13.7%
INTERNATNAL VAL$19.85M12.3%
US SMALL CAP ETF$18.95M11.8%
INFLATION PROTE$18.69M11.6%
US MKTWIDE VALUE$14.54M9.0%
US TARGETED VLU$10.71M6.7%
INTL SMALL CAP V$8.41M5.2%
Portfolio Concentration
Top 3$57.50M35.7%
4–10$58.89M36.6%
11–25$28.62M17.8%
Rest$16.04M10.0%
Top 3 weight
35.7%
Top 10 weight
72.3%
Voting Authority Distribution
Total shares with voting rights: 3.23M
Sole
Full voting authority
3.10M
shares
% of voting shares95.8%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
136.01K
shares
% of voting shares4.2%
Investment Discretion (by position count)
Sole217
Shared0
Other0
Dominant voting typeSole · 95.8% of voting shares
Institutional Holdings217
Rows:
DIMENSIONAL ETF TRUST
SOLEShares430.48K
TypeSH
Market value$19.85M
12.33%
Sole
430.48K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares276.81K
TypeSH
Market value$18.95M
11.77%
Sole
276.81K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares442.61K
TypeSH
Market value$18.69M
11.61%
Sole
442.61K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares325.42K
TypeSH
Market value$14.54M
9.03%
Sole
325.42K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares184.03K
TypeSH
Market value$10.71M
6.65%
Sole
184.03K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares235.74K
TypeSH
Market value$8.41M
5.22%
Sole
235.74K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares333.43K
TypeSH
Market value$7.95M
4.94%
Sole
333.43K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares189.32K
TypeSH
Market value$6.03M
3.74%
Sole
189.32K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares7.39K
TypeSH
Market value$5.64M
3.50%
Sole
0.00
Shared
0.00
None
7.39K
APPLE INC
SOLEShares22.03K
TypeSH
Market value$5.61M
3.48%
Sole
198.00
Shared
0.00
None
21.83K
DIMENSIONAL ETF TRUST
SOLEShares117.79K
TypeSH
Market value$3.88M
2.41%
Sole
117.79K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares121.54K
TypeSH
Market value$3.84M
2.39%
Sole
121.54K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares18.66K
TypeSH
Market value$3.48M
2.16%
Sole
260.00
Shared
0.00
None
18.40K
VANGUARD BD INDEX FDS
SOLEShares39.59K
TypeSH
Market value$2.81M
1.74%
Sole
39.59K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares89.44K
TypeSH
Market value$2.72M
1.69%
Sole
89.44K
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares21.57K
TypeSH
Market value$1.90M
1.18%
Sole
21.57K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares51.69K
TypeSH
Market value$1.66M
1.03%
Sole
51.69K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares44.77K
TypeSH
Market value$1.43M
0.89%
Sole
44.77K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares10.98K
TypeSH
Market value$1.17M
0.73%
Sole
10.98K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares13.38K
TypeSH
Market value$1.17M
0.73%
Sole
13.38K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares26.30K
TypeSH
Market value$1.12M
0.70%
Sole
26.30K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares10.60K
TypeSH
Market value$1.02M
0.64%
Sole
10.60K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares1.74K
TypeSH
Market value$834.4K
0.52%
Sole
1.74K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares12.78K
TypeSH
Market value$834.0K
0.52%
Sole
12.78K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares1.13K
TypeSH
Market value$759.0K
0.47%
Sole
1.13K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 430.48K | SH | $19.85M 12.33% | 430.48K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 276.81K | SH | $18.95M 11.77% | 276.81K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INFLATION PROTE | 442.61K | SH | $18.69M 11.61% | 442.61K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 325.42K | SH | $14.54M 9.03% | 325.42K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 184.03K | SH | $10.71M 6.65% | 184.03K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP V | 235.74K | SH | $8.41M 5.22% | 235.74K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US REAL ESTATE E | 333.43K | SH | $7.95M 4.94% | 333.43K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP VAL | 189.32K | SH | $6.03M 3.74% | 189.32K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 7.39K | SH | $5.64M 3.50% | 0.00 | 0.00 | 7.39K |
APPLE INCSOLE | COM | 22.03K | SH | $5.61M 3.48% | 198.00 | 0.00 | 21.83K |
DIMENSIONAL ETF TRUSTSOLE | US LARGE CAP VAL | 117.79K | SH | $3.88M 2.41% | 117.79K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP E | 121.54K | SH | $3.84M 2.39% | 121.54K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 18.66K | SH | $3.48M 2.16% | 260.00 | 0.00 | 18.40K |
VANGUARD BD INDEX FDSSOLE | LONG TERM BOND | 39.59K | SH | $2.81M 1.74% | 39.59K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTL HIGH PROFIT | 89.44K | SH | $2.72M 1.69% | 89.44K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE PACIFIC ETF | 21.57K | SH | $1.90M 1.18% | 21.57K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 51.69K | SH | $1.66M 1.03% | 51.69K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS VA | 44.77K | SH | $1.43M 0.89% | 44.77K | 0.00 | 0.00 |
ISHARES TRSOLE | SHRT NAT MUN ETF | 10.98K | SH | $1.17M 0.73% | 10.98K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI EAFE | 13.38K | SH | $1.17M 0.73% | 13.38K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXED INCOM | 26.30K | SH | $1.12M 0.70% | 26.30K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS MID CAP ETF | 10.60K | SH | $1.02M 0.64% | 10.60K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 1.74K | SH | $834.4K 0.52% | 1.74K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P MCP ETF | 12.78K | SH | $834.0K 0.52% | 12.78K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 1.13K | SH | $759.0K 0.47% | 1.13K | 0.00 | 0.00 |
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