Pinney & Scofield, Inc. Incresed Positions in Q2 2025

Pinney & Scofield, Inc.

  • $148 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DFIV
Dimensional ETF Tr

ETFs
33
+ 0.01%
$34.67 - $43.21 $1.14K - $1.43K
425K $18.2B
DFAS
Dimensional ETF Tr U S Small C

ETFs
5.71K
+ 2.14%
$52.31 - $63.72 $299K - $364K
272K $17.3B
NVDA
Nvidia Corp

Technology
1
+ 0.01%
$94.31 - $157.99 $94.3 - $158
18.5K $2.92B
DISV
Dimensional ETF Tr Dimensional

ETFs
916
+ 0.4%
$25.93 - $32.91 $23.8K - $30.1K
232K $7.64B
DFSV
Dimensional ETF Tr Dimensional

ETFs
20.4K
+ 14.63%
$24.21 - $29.47 $495K - $602K
160K $4.71B
DFIS
Dimensional ETF Tr Dimensional

ETFs
11.7K
+ 10.91%
$23.2 - $29.84 $272K - $350K
119K $3.56B
DFAR
Dimensional ETF Tr Dimensional

ETFs
24.6K
+ 9.55%
$20.99 - $23.93 $516K - $588K
282K $6.61B
DIHP
Dimensional ETF Tr Dimensional

ETFs
6.26K
+ 8.23%
$24.32 - $29.74 $152K - $186K
82.3K $2.43B
Dimensional ETF Trust
8.12K
+ 8.03%
N/A
109K $3.39B
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
234
+ 1.09%
$65.04 - $82.18 $15.2K - $19.2K
21.7K $1.78B
IEFA
Ishares Tr

ETFs
826
+ 6.56%
$67.83 - $84.09 $56K - $69.5K
13.4K $1.12B
MSFT
Microsoft Corp

Technology
68
+ 6.98%
$354.56 - $497.45 $24.1K - $33.8K
1.04K $518M
META
Meta Platforms, Inc.

Communication Services
27
+ 6.96%
$484.66 - $738.09 $13.1K - $19.9K
415 $306M
AMZN
Amazon Com Inc

Consumer Cyclical
70
+ 3.16%
$167.32 - $223.3 $11.7K - $15.6K
2.28K $501M
DFAE
Dimensional ETF Tr

ETFs
1.6K
+ 24.35%
$22.87 - $28.95 $36.6K - $46.3K
8.17K $236M
JPM
Jpmorgan Chase & CO

Financial Services
49
+ 4.85%
$210.28 - $289.91 $10.3K - $14.2K
1.06K $307M
EMB
Ishares Tr

ETFs
558
+ 18.6%
$86.54 - $92.62 $48.3K - $51.7K
3.56K $330M
GE
General Electric CO

Industrials
1
+ 0.11%
$166.81 - $257.39 $167 - $257
871 $224M
ABBV
Abb Vie Inc.

Healthcare
288
+ 144.0%
$170.16 - $206.27 $49K - $59.4K
488 $90.6M
DIS
Walt Disney CO

Communication Services
188
+ 19.38%
$81.72 - $124.01 $15.4K - $23.3K
1.16K $144M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
1K
+ 3.62%
$66.5 - $71.25 $66.7K - $71.5K
28.7K $2B
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
962
+ 4.7%
$41.1 - $42.37 $39.5K - $40.8K
21.4K $905M
GOOG
Alphabet Inc.

Communication Services
124
+ 12.8%
$146.58 - $180.01 $18.2K - $22.3K
1.09K $194M
CSCO
Cisco Systems, Inc.

Technology
100
+ 6.76%
$53.19 - $69.38 $5.32K - $6.94K
1.58K $110M
DFAI
Dimensional ETF Tr

ETFs
52
+ 1.18%
$28.02 - $34.71 $1.46K - $1.8K
4.47K $155M
AMD
Advanced Micro Devices Inc

Technology
85
+ 80.95%
$78.21 - $143.81 $6.65K - $12.2K
190 $27M
Celestica Inc
50
+ 50.0%
N/A
150 $23.4M
ADI
Analog Devices Inc

Technology
20
+ 8.55%
$164.6 - $238.02 $3.29K - $4.76K
254 $60.5M
BND
Vanguard Bd Index Fd Inc Total

ETFs
171
+ 9.98%
$72.02 - $73.82 $12.3K - $12.6K
1.88K $139M
V
Visa Inc.

Financial Services
23
+ 4.01%
$308.27 - $373.31 $7.09K - $8.59K
597 $212M
KHC
Kraft Heinz CO

Consumer Defensive
602
+ 48.2%
$25.61 - $30.81 $15.4K - $18.5K
1.85K $47.8M
RTX
Raytheon Technologies Corp

Industrials
49
+ 27.84%
$113.75 - $148.48 $5.57K - $7.28K
225 $32.9M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
158
+ 6.3%
$17.76 - $22.1 $2.81K - $3.49K
2.66K $58.9M
Dimensional ETF Trust
77
+ 20.87%
N/A
446 $29.9M
MFC
Manulife Financial Corp

Financial Services
189
+ 27.63%
$26.93 - $32.44 $5.09K - $6.13K
873 $27.9M
CTSH
Cognizant Technology Solutions Corp

Technology
41
+ 5.69%
$66.47 - $81.81 $2.73K - $3.35K
761 $59.4M
AKAM
Akamai Technologies Inc

Technology
78
+ 1114.29%
N/A
85 $6.76M
Fidelity Covington Trust
10
+ 0.98%
N/A
1.03K $34.2M
SCHA
Schwab Strategic Tr Us Small C

ETFs
3
+ 0.16%
$20.42 - $25.3 $61.3 - $75.9
1.93K $48.7M
MDLZ
Mondelez International, Inc.

Consumer Defensive
55
+ 19.64%
$63.54 - $68.5 $3.49K - $3.77K
335 $22.6M
NEE
Nextera Energy Inc

Utilities
100
+ 3.7%
$64.11 - $75.0 $6.41K - $7.5K
2.8K $194M
DFSD
Dimensional ETF Tr Short Durat

ETFs
31
+ 1.1%
$47.09 - $48.01 $1.46K - $1.49K
2.85K $137M
FNDF
Schwab Fundamental Intl Large

ETFs
3
+ 0.56%
$32.25 - $40.02 $96.8 - $120
541 $21.6M
MRK
Merck & Co., Inc.

Healthcare
52
+ 26.0%
$73.47 - $87.12 $3.82K - $4.53K
252 $19.9M
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
2
+ 0.63%
$67.22 - $81.54 $134 - $163
317 $25.8M
DFSU
Dimensional ETF Tr Dimen Us Su
1
+ 0.24%
N/A
426 $16.7M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
9
+ 0.53%
$77.74 - $78.78 $700 - $709
1.7K $134M
FNDX
Schwab Fundamental U S Large C

ETFs
6
+ 0.43%
$20.84 - $24.54 $125 - $147
1.41K $34.5M
FNDA
Schwab Fundamental U S Small C

ETFs
2
+ 0.26%
$23.85 - $28.69 $47.7 - $57.4
761 $21.8M
Activity Summary
Buys All Purchases 68 New Holdings 5 Increased Positions 63 Sells All Sells 13 Reductions 13 Sold out 0 Options Calls 0 Puts 0
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