Pinney & Scofield, Inc.

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 13, 2025), Pinney & Scofield, Inc. reported 216 stock positions worth $161.1 million. Its top holding was Dimensional International Va (DFIV) at 12.3% of the portfolio, followed by Dimensional US Small Cap ETF (DFAS, 11.8%) and Dimensional Inflation-Protec (DFIP, 11.6%). Compared with Q2 2025, it opened 1 new position, sold out of 4, added to 50 and reduced 18. The biggest buy was Dimensional US Small Cap Val (DFSV, shares +18%) and the biggest sale an exit from iShares National Muni Bond E (MUB).

Most Recent 13F
Q2 2026
Location
CAMBRIDGE, MA
CIK
0002056763
Portfolio Value
$161.1M (Q3 2025)
SEC Filing
0002056763-25-000005 ↗ filed Nov 13, 2025

Holdings Value

0$50.0M$100.0M$150.0M$200.0M$250.0M Q4 2024: $132.1M Q4 2024 Q1 2025: $138.1M Q1 2025 Q2 2025: $147.7M Q2 2025 Q3 2025: $161.1M $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 · $161.1M
DFIV Dimensional International Va 12.33% 430,483 $19.9M Add +1.3%
DFAS Dimensional US Small Cap ETF 11.77% 276,808 $19.0M Add +1.7%
DFIP Dimensional Inflation-Protec 11.61% 442,607 $18.7M Add +10.6%
DFUV Dimensional US Marketwide Va 9.03% 325,421 $14.5M Reduce -0.6%
DFAT Dimensional US Target Value 6.65% 184,035 $10.7M Reduce -0.2%
DISV Dimensional International SM 5.22% 235,737 $8.4M Add +1.6%
DFAR Dimensional US Real Est ETF 4.94% 333,430 $8.0M Add +18.3%
DFSV Dimensional US Small Cap Val 3.74% 189,316 $6.0M Add +18.3%
LLY Eli Lilly & Co. 3.50% 7,387 $5.6M No change
AAPL Apple Inc. 3.48% 22,026 $5.6M Reduce -8.4%
DFLV Dim US Large Cap Value ETF 2.41% 117,793 $3.9M Add +7.9%
DFIS Dimensional International SM 2.39% 121,543 $3.8M Add +2.0%
NVDA Nvidia Corp. 2.16% 18,662 $3.5M Add +1.1%
BLV Vanguard Long-Term Bond ETF 1.74% 39,595 $2.8M Add +38.0%
DIHP Dimensional International Hi 1.69% 89,440 $2.7M Add +8.6%
VPL Vanguard Ftse Pacific ETF 1.18% 21,574 $1.9M Reduce -0.6%
DFEM Dimensional Emrg MRKT Core 1.03% 51,690 $1.7M Add +3.7%
DFEV Dimensional Emrg MRKT Val 0.89% 44,775 $1.4M Add +1.4%
SUB iShares Short-Term National 0.73% 10,985 $1.2M Reduce -4.1%
IEFA iShares Core MSCI Eafe ETF 0.73% 13,378 $1.2M Reduce -0.4%
DFCF Dimensional Core Fixed Inc. 0.70% 26,301 $1.1M Add +22.8%
IWR iShares Russell Mid-Cap ETF 0.64% 10,600 $1.0M No change
VUG Vanguard Mrngstar GR ETF-Sui 0.52% 1,740 $834K Reduce -1.9%
IJH iShares Core S&P Midcap ETF 0.52% 12,780 $834K No change
IVV iShares Core S&P 500 ETF 0.47% 1,134 $759K No change
GOOGL Alphabet Inc. Class A 0.37% 2,434 $592K No change
MSFT Microsoft Corp. 0.34% 1,042 $540K No change
AMZN Amazon.com Inc. 0.31% 2,283 $501K No change
DEHP Dimensional Emrg MRK Hi Prof 0.31% 16,247 $496K Add +5.6%
BRK.B Berkshire Hathaway Inc. Class B 0.29% 918 $462K No change
VWO Vanguard Ftse Emerging Marke 0.27% 8,135 $441K No change
IEMG iShares Core MSCI Emerging 0.26% 6,279 $414K No change
TSLA Tesla Inc. 0.25% 915 $407K Add +1.7%
XOM Exxon Mobil Corp. 0.24% 3,465 $391K No change
IJR iShares Core S&P Small-Cap E 0.21% 2,904 $345K No change
EMB iShares JP Morgan Usd Emergi 0.21% 3,558 $339K No change
COST Costco Wholesale Corp. 0.21% 364 $337K No change
JPM JPMorgan Chase & Co. 0.21% 1,059 $334K No change
PG The Procter & Gamble Co. 0.19% 1,998 $307K No change
META Meta Platforms Inc. Class A 0.19% 415 $305K No change
VNQ Vanguard Real Estate ETF 0.19% 3,262 $298K Add +0.1%
SCHX Schwab US Large-Cap ETF 0.17% 10,197 $269K No change
SCZ iShares MSCI Eafe Small-Cap 0.17% 3,471 $266K No change
GOOG Alphabet Inc. Class C 0.17% 1,093 $266K No change
GE General Electric filed as GE AEROSPACE 0.16% 872 $262K Add +0.1%
DFAE Dimensional Emerging Core Eq 0.16% 8,222 $259K Add +0.7%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.14% 826 $233K Add +0.1%
BMO Bank of Montreal filed as BANK MONTREAL QUE 0.14% 1,700 $221K No change
T AT&T Inc. 0.13% 7,666 $216K No change
NEE Nextera Energy Inc. 0.13% 2,800 $211K No change
V Visa Inc. Class A 0.13% 597 $204K No change
DFSD Dimensional Short Duration 0.11% 3,723 $179K Add +30.5%
UNP Union Pacific Corp. 0.11% 724 $171K No change
DFAI Dimensional International Co. 0.10% 4,487 $163K Add +0.3%
UMBF Umb Financial Corp. 0.10% 1,346 $159K No change
BND Vanguard Total Bond Market 0.10% 2,107 $157K Add +11.8%
SCHC Schwab Intl Small-Cap Equity 0.09% 3,224 $147K No change
IWN iShares Russell 2000 Value E 0.09% 810 $143K No change
PFE Pfizer Inc. 0.08% 5,321 $136K No change
BSV Vanguard Short-Term Bond ETF 0.08% 1,711 $135K Add +0.4%
SYK Stryker Corp. 0.08% 360 $133K No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.08% 1,158 $133K No change
GEV GE Vernova Inc. 0.08% 215 $132K No change
ADP Automatic Data Processing 0.08% 450 $132K No change
IWB iShares Russell 1000 ETF 0.08% 360 $132K No change
CGNX Cognex Corp. 0.08% 2,770 $125K Reduce -19.8%
UNH Unitedhealth Group Inc. 0.08% 362 $125K No change
CVS CVS Health Corp. 0.08% 1,657 $125K Reduce -16.4%
SCHG Schwab US Large-Cap Growth 0.07% 3,760 $120K No change
ABBV Abbvie Inc. 0.07% 488 $113K No change
VOO Vanguard S&P 500 ETF 0.07% 184 $113K Add +0.6%
VCSH Vanguard S/T Corp. Bond ETF 0.07% 1,392 $111K Add +59.1%
CSCO Cisco Systems Inc. 0.07% 1,580 $108K No change
AMT American Tower Corp. 0.07% 557 $107K No change
CSX CSX Corp. 0.06% 2,925 $104K No change
BP BP PLC-Spons ADR 0.06% 3,010 $104K No change
TIP iShares Tips Bond ETF 0.06% 878 $98K No change
BA The Boeing Co. 0.05% 409 $88K No change
SPYV SS SPDR P S&P 500 Value ETF 0.05% 1,514 $84K No change
VGK Vanguard Ftse Europe ETF 0.05% 1,043 $83K Add +0.1%
MDY State Street SPDR S&P Midcap 0.05% 134 $80K No change
ICFI Icf International Inc. 0.05% 852 $79K No change
SPY SS SPDR S&P 500 ETF Trust-US 0.05% 117 $78K No change
ESRT Empire State Realty Trust-A 0.05% 10,000 $77K No change
MCD McDonald's Corp. 0.05% 245 $74K Reduce -2.0%
IWP iShares Russell Mid-Cap Grow 0.04% 509 $72K No change
CEG Constellation Energy 0.04% 220 $72K No change
YUM Yum! Brands Inc. 0.04% 467 $71K No change
TXN Texas Instruments Inc. 0.04% 370 $68K No change
SCHF Schwab Intl Equity ETF 0.04% 2,883 $67K Add +8.2%
TT Trane Technologies PLC 0.04% 150 $63K No change
VTI VG Morningstar TS MKT ETF-US 0.04% 189 $62K Add +142.3%
ADI Analog Devices Inc. 0.04% 248 $61K Reduce -2.4%
TFC Truist Financial Corp. 0.04% 1,310 $60K No change
KR Kroger Co. 0.04% 874 $59K Reduce -50.0%
VZ Verizon Communications Inc. 0.04% 1,301 $57K No change
DELL Dell Technologies -C 0.03% 381 $54K No change
SCHA Schwab US Small-Cap ETF 0.03% 1,928 $54K Add +0.2%
PM Philip Morris International 0.03% 330 $54K No change
AMD Advanced Micro Devices 0.03% 330 $53K Add +73.7%

Show all 216 holdings

Other holdings (1): bonds, preferreds, convertibles and warrants · $77 (not counted above)
SecurityClassShares / PrincipalValueChange
OXY.WS Occidental Petroleum-CW27 *W EXP 08/03/202 3$77No change

Total filed on the 13F, all lines: $161.1M.

Portfolio Sells Q2 2025 → Q3 2025
MUB iShares National Muni Bond E Sold out 0.00% −0.98
DFUV Dimensional US Marketwide Va Reduce -0.6% 9.03% −0.34
EMXC iShares MSCI Emr MRK Ex Chna Sold out 0.00% −0.17
SUB iShares Short-Term National Reduce -4.1% 0.73% −0.10
DFAT Dimensional US Target Value Reduce -0.2% 6.65% −0.09
KR Kroger Co. Reduce -50.0% 0.04% −0.05
IEFA iShares Core MSCI Eafe ETF Reduce -0.4% 0.73% −0.03
VPL Vanguard Ftse Pacific ETF Reduce -0.6% 1.18% −0.03
BROOKLINE BANCORP INC Sold out 0.00% −0.02
CVS CVS Health Corp. Reduce -16.4% 0.08% −0.01
LAC Lithium Americas Corp. Sold out 0.00% −0.01
VUG Vanguard Mrngstar GR ETF-Sui Reduce -1.9% 0.52% −0.01
ES Eversource Energy Reduce -15.5% 0.02% −0.00
MCD McDonald's Corp. Reduce -2.0% 0.05% −0.00
ADI Analog Devices Inc. Reduce -2.4% 0.04% −0.00
LIT Global X Lithium & Battery T Reduce -54.0% 0.00% −0.00
INTC Intel Corp. Reduce -33.1% 0.01% −0.00
ADBE Adobe Inc. Reduce -30.0% 0.00% −0.00
IVE iShares S&P 500 Value ETF Reduce -3.0% 0.02% −0.00
CGNX Cognex Corp. Reduce -19.8% 0.08% +0.00
WBD Warner Bros Discovery Inc. Reduce -4.4% 0.02% +0.01
AAPL Apple Inc. Reduce -8.4% 3.48% +0.14

Portfolio Buys Q2 2025 → Q3 2025
DFSV Dimensional US Small Cap Val Add +18.3% 3.74% +0.55
DFAR Dimensional US Real Est ETF Add +18.3% 4.94% +0.46
BLV Vanguard Long-Term Bond ETF Add +38.0% 1.74% +0.39
DFIP Dimensional Inflation-Protec Add +10.6% 11.61% +0.28
NVDA Nvidia Corp. Add +1.1% 2.16% +0.19
DFLV Dim US Large Cap Value ETF Add +7.9% 2.41% +0.11
DFCF Dimensional Core Fixed Inc. Add +22.8% 0.70% +0.09
TSLA Tesla Inc. Add +1.7% 0.25% +0.06
DISV Dimensional International SM Add +1.6% 5.22% +0.05
DIHP Dimensional International Hi Add +8.6% 1.69% +0.04
DFEM Dimensional Emrg MRKT Core Add +3.7% 1.03% +0.03
DFAS Dimensional US Small Cap ETF Add +1.7% 11.77% +0.03
VTI VG Morningstar TS MKT ETF-US Add +142.3% 0.04% +0.02
VCSH Vanguard S/T Corp. Bond ETF Add +59.1% 0.07% +0.02
DFSD Dimensional Short Duration Add +30.5% 0.11% +0.02
BBT Beacon Financial Corp. Add +682.2% 0.02% +0.02
DEHP Dimensional Emrg MRK Hi Prof Add +5.6% 0.31% +0.02
AMD Advanced Micro Devices Add +73.7% 0.03% +0.01
CLS Celestica Inc. Add +20.0% 0.03% +0.01
VEU Vanguard Ftse All-World Ex-U Add +123.8% 0.02% +0.01
GE General Electric Add +0.1% 0.16% +0.01
TSM Taiwan Semiconductor-SP ADR Add +50.0% 0.03% +0.01
WDC Western Digital Corp. Add +50.0% 0.01% +0.01
DFAW Dimensional World Eqty ETF Add +30.7% 0.03% +0.01
BND Vanguard Total Bond Market Add +11.8% 0.10% +0.00
UPS United Parcel Service Class B Add +47.1% 0.03% +0.00
AKAM Akamai Technologies Inc. Add +60.0% 0.01% +0.00
SCHF Schwab Intl Equity ETF Add +8.2% 0.04% +0.00
DUSB Dimension Ultrashort Fi ETF New 0.00% +0.00
DFAE Dimensional Emerging Core Eq Add +0.7% 0.16% +0.00
DFSU Dimensional US Sus CORE1 ETF Add +4.5% 0.01% +0.00
SCHA Schwab US Small-Cap ETF Add +0.2% 0.03% +0.00
DFIV Dimensional International Va Add +1.3% 12.33% +0.00
SCHB Schwab US Broad Market ETF Add +0.3% 0.01% 0.00
FNDA Schwab Fndmntl US SM Co. ETF Add +0.4% 0.01% 0.00
SCHV Schwab US Large-Cap Value Add +0.7% 0.01% −0.00
FNDX Schwab Fndmntl US LRG Co. ETF Add +0.4% 0.02% −0.00
FENI Fidelity Enhanced Intl ETF Add +0.5% 0.02% −0.00
SCHP Schwab U.S. Tips ETF Add +1.0% 0.01% −0.00
VOO Vanguard S&P 500 ETF Add +0.6% 0.07% −0.00
GSEW Goldman Sachs Eql WGHT Large Add +0.3% 0.02% −0.00
VOT Vngrd Mrngstr MC GRW ETF-Usd Add +1.0% 0.02% −0.00
VCLT Vanguard Long-Term Corp. Bond Add +1.5% 0.03% −0.00
VGLT Vanguard Long-Term Treasury Add +1.1% 0.03% −0.00
VGK Vanguard Ftse Europe ETF Add +0.1% 0.05% −0.00
DFAI Dimensional International Co. Add +0.3% 0.10% −0.00
BSV Vanguard Short-Term Bond ETF Add +0.4% 0.08% −0.01
DFEV Dimensional Emrg MRKT Val Add +1.4% 0.89% −0.01
VNQ Vanguard Real Estate ETF Add +0.1% 0.19% −0.01
IBM Intl Business Machines Corp. Add +0.1% 0.14% −0.02

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