Pinney & Scofield, Inc.

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 9, 2025), Pinney & Scofield, Inc. reported 216 stock positions worth $138.1 million. Its top holding was Dimensional Inflation-Protec (DFIP) at 12.2% of the portfolio, followed by Dimensional International Va (DFIV, 12.1%) and Dimensional US Small Cap ETF (DFAS, 11.5%). Compared with Q4 2024, it opened 1 new position, sold out of 9, added to 50 and reduced 14. The biggest buy was Dimensional Inflation-Protec (DFIP, shares +14%) and the biggest sale VG Morningstar TS MKT ETF-US (VTI, shares −44%).

Most Recent 13F
Q2 2026
Location
CAMBRIDGE, MA
CIK
0002056763
Portfolio Value
$138.1M (Q1 2025)
SEC Filing
0002056763-25-000003 ↗ filed May 9, 2025

Holdings Value

0$50.0M$100.0M$150.0M$200.0M$250.0M Q4 2024: $132.1M Q4 2024 Q1 2025: $138.1M $138.1M Q1 2025 Q2 2025: $147.7M Q2 2025 Q3 2025: $161.1M Q3 2025 Q4 2025: $176.2M Q4 2025 Q1 2026: $185.4M Q1 2026 Q2 2026: $204.5M Q2 2026

Holdings 216 stocks · $138.1M
DFIP Dimensional Inflation-Protec 12.22% 400,986 $16.9M Add +14.1%
DFIV Dimensional International Va 12.11% 425,148 $16.7M Add +2.8%
DFAS Dimensional US Small Cap ETF 11.53% 266,482 $15.9M Add +4.6%
DFUV Dimensional US Marketwide Va 9.83% 329,470 $13.6M Reduce -1.5%
DFAT Dimensional US Target Value 6.92% 185,610 $9.6M Reduce -0.4%
DISV Dimensional International SM 4.87% 231,123 $6.7M Add +11.9%
DFAR Dimensional US Real Est ETF 4.43% 257,186 $6.1M Add +12.9%
LLY Eli Lilly & Co. 4.41% 7,376 $6.1M No change
AAPL Apple Inc. 3.74% 23,286 $5.2M Add +8.0%
DFSV Dimensional US Small Cap Val 2.85% 139,641 $3.9M Add +32.1%
DFLV Dim US Large Cap Value ETF 2.24% 101,051 $3.1M Add +26.4%
DFIS Dimensional International SM 2.01% 107,474 $2.8M Add +21.5%
DIHP Dimensional International Hi 1.48% 76,075 $2.0M Add +35.8%
NVDA Nvidia Corp. 1.45% 18,461 $2.0M Add +1.9%
BLV Vanguard Long-Term Bond ETF 1.41% 27,692 $2.0M Add +15.5%
VPL Vanguard Ftse Pacific ETF 1.13% 21,479 $1.6M Add +8.4%
MUB iShares National Muni Bond E 1.06% 13,830 $1.5M No change
DFEM Dimensional Emrg MRKT Core 0.93% 48,633 $1.3M Add +24.0%
SUB iShares Short-Term National 0.88% 11,450 $1.2M No change
DFEV Dimensional Emrg MRKT Val 0.87% 44,226 $1.2M Add +8.3%
IEFA iShares Core MSCI Eafe ETF 0.69% 12,600 $953K Reduce -0.9%
IWR iShares Russell Mid-Cap ETF 0.65% 10,600 $902K No change
DFCF Dimensional Core Fixed Inc. 0.62% 20,449 $860K Add +19.0%
IJH iShares Core S&P Midcap ETF 0.54% 12,780 $746K No change
VUG Vanguard Mrngstar GR ETF-Sui 0.49% 1,832 $679K Add +38.0%
IVV iShares Core S&P 500 ETF 0.46% 1,134 $637K No change
BRK.B Berkshire Hathaway Inc. Class B 0.43% 1,106 $589K Add +51.3%
AMZN Amazon.com Inc. 0.30% 2,213 $421K Add +9.9%
XOM Exxon Mobil Corp. 0.30% 3,465 $412K Add +9.5%
DEHP Dimensional Emrg MRK Hi Prof 0.29% 15,731 $397K Add +35.5%
GOOGL Alphabet Inc. Class A 0.27% 2,434 $376K Reduce -0.6%
VWO Vanguard Ftse Emerging Marke 0.27% 8,135 $368K No change
MSFT Microsoft Corp. 0.26% 974 $366K Reduce -3.9%
COST Costco Wholesale Corp. 0.25% 364 $344K No change
PG The Procter & Gamble Co. 0.25% 1,998 $340K No change
IEMG iShares Core MSCI Emerging 0.25% 6,279 $339K No change
IJR iShares Core S&P Small-Cap E 0.22% 2,904 $304K No change
VNQ Vanguard Real Estate ETF 0.21% 3,257 $295K Reduce -0.6%
EMB iShares JP Morgan Usd Emergi 0.20% 3,000 $272K No change
JPM JPMorgan Chase & Co. 0.18% 1,010 $248K Add +24.7%
TSLA Tesla Inc. 0.17% 900 $233K No change
SCHX Schwab US Large-Cap ETF 0.16% 10,197 $225K No change
META Meta Platforms Inc. Class A 0.16% 388 $224K No change
KR Kroger Co. 0.16% 3,293 $223K No change
SCZ iShares MSCI Eafe Small-Cap 0.16% 3,471 $221K No change
EMXC iShares MSCI Emr MRK Ex Chna 0.16% 4,000 $220K No change
T AT&T Inc. 0.16% 7,666 $217K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.15% 825 $205K Add +0.1%
V Visa Inc. Class A 0.15% 574 $201K No change
NEE Nextera Energy Inc. 0.14% 2,700 $191K Add +3.5%
UNH Unitedhealth Group Inc. 0.13% 345 $181K Reduce -3.9%
GE General Electric filed as GE AEROSPACE 0.13% 870 $174K No change
DFAE Dimensional Emerging Core Eq 0.12% 6,567 $170K Add +22.1%
UNP Union Pacific Corp. 0.12% 704 $166K No change
BMO Bank of Montreal filed as BANK MONTREAL QUE 0.12% 1,700 $162K No change
GOOG Alphabet Inc. Class C 0.11% 969 $151K Reduce -4.0%
CVS CVS Health Corp. 0.11% 2,182 $148K Reduce -12.1%
DFAI Dimensional International Co. 0.10% 4,422 $138K Add +8.2%
ADP Automatic Data Processing 0.10% 450 $137K No change
UMBF Umb Financial Corp. 0.10% 1,346 $136K No change
PFE Pfizer Inc. 0.10% 5,321 $135K No change
DFSD Dimensional Short Duration 0.10% 2,822 $134K Add +0.3%
SYK Stryker Corp. 0.10% 360 $134K No change
BSV Vanguard Short-Term Bond ETF 0.10% 1,695 $133K Add +154.5%
BND Vanguard Total Bond Market 0.09% 1,713 $126K Add +43.7%
IWN iShares Russell 2000 Value E 0.09% 810 $122K No change
AMT American Tower Corp. 0.09% 557 $121K No change
SCHC Schwab Intl Small-Cap Equity 0.08% 3,224 $116K No change
IWB iShares Russell 1000 ETF 0.08% 360 $110K No change
VOOV Vanguard S&P 500 Value ETF 0.08% 594 $109K Reduce -15.6%
CGNX Cognex Corp. 0.07% 3,452 $103K No change
BP BP PLC-Spons ADR 0.07% 3,010 $102K No change
TIP iShares Tips Bond ETF 0.07% 878 $98K No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.07% 970 $96K No change
VOO Vanguard S&P 500 ETF 0.07% 183 $94K No change
SCHG Schwab US Large-Cap Growth 0.07% 3,760 $94K No change
CSCO Cisco Systems Inc. 0.07% 1,480 $91K No change
CSX CSX Corp. 0.06% 2,925 $86K No change
ESRT Empire State Realty Trust-A 0.06% 10,000 $78K No change
SPYV SS SPDR P S&P 500 Value ETF 0.06% 1,514 $77K No change
BA The Boeing Co. 0.06% 449 $77K No change
YUM Yum! Brands Inc. 0.05% 467 $73K No change
VGK Vanguard Ftse Europe ETF 0.05% 1,042 $73K Add +0.1%
MCD McDonald's Corp. 0.05% 232 $72K Add +132.0%
ICFI Icf International Inc. 0.05% 852 $72K No change
MDY State Street SPDR S&P Midcap 0.05% 134 $71K No change
VCSH Vanguard S/T Corp. Bond ETF 0.05% 875 $69K No change
TXN Texas Instruments Inc. 0.05% 370 $66K No change
GEV GE Vernova Inc. 0.05% 215 $66K No change
SPY SS SPDR S&P 500 ETF Trust-US 0.05% 117 $65K No change
IWP iShares Russell Mid-Cap Grow 0.04% 509 $60K No change
VZ Verizon Communications Inc. 0.04% 1,301 $59K No change
CTSH Cognizant Tech Solutions-A 0.04% 720 $55K No change
DE Deere & Co. 0.04% 115 $54K Reduce -20.7%
TFC Truist Financial Corp. 0.04% 1,310 $54K No change
PM Philip Morris International 0.04% 330 $52K No change
TT Trane Technologies PLC 0.04% 150 $51K No change
SCHF Schwab Intl Equity ETF 0.04% 2,506 $50K Add +22.9%
FNDC Schwab Fndmnt Intl SM Eq ETF 0.03% 1,306 $47K No change
ADI Analog Devices Inc. 0.03% 234 $47K No change

Show all 216 holdings

Other holdings (1): bonds, preferreds, convertibles and warrants · $83 (not counted above)
SecurityClassShares / PrincipalValueChange
OXY.WS Occidental Petroleum-CW27 *W EXP 08/03/202 3$83No change

Total filed on the 13F, all lines: $138.1M.

Portfolio Sells Q4 2024 → Q1 2025
VTI VG Morningstar TS MKT ETF-US Reduce -44.3% 0.02% −1.71
DFAT Dimensional US Target Value Reduce -0.4% 6.92% −0.93
DFUV Dimensional US Marketwide Va Reduce -1.5% 9.83% −0.54
BRK.A Berkshire Hathaway Inc. Class A Sold out 0.00% −0.52
GOOGL Alphabet Inc. Class A Reduce -0.6% 0.27% −0.08
MSFT Microsoft Corp. Reduce -3.9% 0.26% −0.06
GOOG Alphabet Inc. Class C Reduce -4.0% 0.11% −0.04
MMM 3M Co. Sold out 0.00% −0.02
VOOV Vanguard S&P 500 Value ETF Reduce -15.6% 0.08% −0.02
PYPL PayPal Holdings Inc. Reduce -24.4% 0.01% −0.01
VNQ Vanguard Real Estate ETF Reduce -0.6% 0.21% −0.01
DE Deere & Co. Reduce -20.7% 0.04% −0.01
UNH Unitedhealth Group Inc. Reduce -3.9% 0.13% −0.01
ORCL Oracle Corp. Sold out 0.00% −0.00
ETN Eaton Corp. PLC Sold out 0.00% −0.00
VXUS Vanguard Total Intl Stock Sold out 0.00% −0.00
HD Home Depot Inc. Sold out 0.00% −0.00
DFAX Dimensional World Ex US Core Sold out 0.00% −0.00
PLTR Palantir Technologies Inc. Class A Sold out 0.00% −0.00
AKAM Akamai Technologies Inc. Reduce -82.5% 0.00% −0.00
SMCI Super Micro Computer Inc. Sold out 0.00% −0.00
IEFA iShares Core MSCI Eafe ETF Reduce -0.9% 0.69% +0.01
CVS CVS Health Corp. Reduce -12.1% 0.11% +0.02

Portfolio Buys Q4 2024 → Q1 2025
DFIP Dimensional Inflation-Protec Add +14.1% 12.22% +1.45
DFIV Dimensional International Va Add +2.8% 12.11% +1.01
DISV Dimensional International SM Add +11.9% 4.87% +0.72
DFLV Dim US Large Cap Value ETF Add +26.4% 2.24% +0.42
DIHP Dimensional International Hi Add +35.8% 1.48% +0.41
DFAR Dimensional US Real Est ETF Add +12.9% 4.43% +0.41
DFSV Dimensional US Small Cap Val Add +32.1% 2.85% +0.38
DFIS Dimensional International SM Add +21.5% 2.01% +0.37
BRK.B Berkshire Hathaway Inc. Class B Add +51.3% 0.43% +0.18
BLV Vanguard Long-Term Bond ETF Add +15.5% 1.41% +0.17
DFEM Dimensional Emrg MRKT Core Add +24.0% 0.93% +0.15
DFCF Dimensional Core Fixed Inc. Add +19.0% 0.62% +0.09
VUG Vanguard Mrngstar GR ETF-Sui Add +38.0% 0.49% +0.08
DEHP Dimensional Emrg MRK Hi Prof Add +35.5% 0.29% +0.07
VPL Vanguard Ftse Pacific ETF Add +8.4% 1.13% +0.06
BSV Vanguard Short-Term Bond ETF Add +154.5% 0.10% +0.06
DFEV Dimensional Emrg MRKT Val Add +8.3% 0.87% +0.06
XOM Exxon Mobil Corp. Add +9.5% 0.30% +0.04
JPM JPMorgan Chase & Co. Add +24.7% 0.18% +0.03
MCD McDonald's Corp. Add +132.0% 0.05% +0.03
BND Vanguard Total Bond Market Add +43.7% 0.09% +0.03
DFAE Dimensional Emerging Core Eq Add +22.1% 0.12% +0.02
IBM Intl Business Machines Corp. Add +0.1% 0.15% +0.01
UPS United Parcel Service Class B Add +79.6% 0.03% +0.01
DFAI Dimensional International Co. Add +8.2% 0.10% +0.01
SCHF Schwab Intl Equity ETF Add +22.9% 0.04% +0.01
DFSU Dimensional US Sus CORE1 ETF Add +156.0% 0.01% +0.01
DFAW Dimensional World Eqty ETF Add +59.0% 0.02% +0.01
BBT Beacon Financial Corp. New 0.00% +0.00
VGK Vanguard Ftse Europe ETF Add +0.1% 0.05% +0.00
LAC Lithium Americas Corp. Add +56.7% 0.01% +0.00
FENI Fidelity Enhanced Intl ETF Add +0.8% 0.02% +0.00
VGLT Vanguard Long-Term Treasury Add +0.6% 0.03% +0.00
DGCB Dimensional Global Credit Add +11.1% 0.00% 0.00
SCHP Schwab U.S. Tips ETF Add +0.2% 0.01% 0.00
MJ Amplify Alternat Harvest ETF Add +0.9% 0.00% −0.00
GEHC GE Healthcare Technology Add +0.3% 0.02% −0.00
SCHV Schwab US Large-Cap Value Add +0.5% 0.01% −0.00
VIG Vanguard Dividend Apprec ETF Add +2.0% 0.01% −0.00
SCHB Schwab US Broad Market ETF Add +0.3% 0.01% −0.00
VCLT Vanguard Long-Term Corp. Bond Add +0.8% 0.03% −0.00
GSEW Goldman Sachs Eql WGHT Large Add +0.3% 0.02% −0.00
FNDX Schwab Fndmntl US LRG Co. ETF Add +0.4% 0.02% −0.00
FNDA Schwab Fndmntl US SM Co. ETF Add +0.1% 0.02% −0.00
DFSD Dimensional Short Duration Add +0.3% 0.10% −0.00
NEE Nextera Energy Inc. Add +3.5% 0.14% −0.00
SCHA Schwab US Small-Cap ETF Add +0.1% 0.03% −0.01
AMZN Amazon.com Inc. Add +9.9% 0.30% −0.03
AAPL Apple Inc. Add +8.0% 3.74% −0.34
NVDA Nvidia Corp. Add +1.9% 1.45% −0.39

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 231$204.5MDFIP, DFAS, DFIV, DFUV, DFAT
Q1 2026 242$185.4MDFIP, DFIV, DFAS, DFUV, DFAT
Q4 2025 211$176.2MDFIP, DFIV, DFAS, DFUV, DFAT
Q3 2025 216$161.1MDFIV, DFAS, DFIP, DFUV, DFAT
Q2 2025 219$147.7MDFIV, DFAS, DFIP, DFUV, DFAT
Q1 2025 216$138.1MDFIP, DFIV, DFAS, DFUV, DFAT
Q4 2024 224$132.1MDFAS, DFIV, DFIP, DFUV, DFAT