PINNEY & SCOFIELD, INC. - Portfolio overview

PINNEY & SCOFIELD, INC. has 253 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. DFIP - DIMENSIONAL ETF TRUST, 12.69%
2. DFIV - DIMENSIONAL ETF TRUST, 12.08%
3. DFAS - DIMENSIONAL ETF TRUST, 11.20%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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