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Disclosed positions
PINNEY & SCOFIELD, INC.: source evidence dated 2026-08-08T03:59:59.999Z.
- Issuer
- DIMENSIONAL ETF TRUST
- Ticker
- DFIP
- Class
- INFLATION PROTE
- Reported value
- $25,394,808
- Reported amount
- 615,557
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0002056763-26-000003Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
| DIMENSIONAL ETF TRUST | DFIP | INFLATION PROTE | $25,394,808 | 615,557 | SH | None |
| DIMENSIONAL ETF TRUST | DFAS | US SMALL CAP ETF | $23,957,061 | 290,953 | SH | None |
| DIMENSIONAL ETF TRUST | DFIV | INTERNATNAL VAL | $22,920,623 | 424,299 | SH | None |
| DIMENSIONAL ETF TRUST | DFUV | US MKTWIDE VALUE | $17,150,013 | 311,762 | SH | None |
| DIMENSIONAL ETF TRUST | DFAT | US TARGETED VLU | $12,421,219 | 177,700 | SH | None |
| DIMENSIONAL ETF TRUST | DFAR | US REAL ESTATE E | $11,499,441 | 439,581 | SH | None |
| DIMENSIONAL ETF TRUST | DISV | INTL SMALL CAP V | $9,834,544 | 245,067 | SH | None |
| ELI LILLY & CO | LLY | COM | $8,850,594 | 7,379 | SH | None |
| DIMENSIONAL ETF TRUST | DFSV | US SMALL CAP VAL | $7,978,692 | 205,689 | SH | None |
| APPLE INC | AAPL | COM | $6,519,312 | 22,530 | SH | None |
| DIMENSIONAL ETF TRUST | DFLV | US LARGE CAP VAL | $6,166,820 | 155,964 | SH | None |
| DIMENSIONAL ETF TRUST | DFIS | INTL SMALL CAP E | $4,769,745 | 136,162 | SH | None |
| DIMENSIONAL ETF TRUST | DIHP | INTL HIGH PROFIT | $4,039,000 | 118,359 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $3,704,312 | 18,513 | SH | None |
| VANGUARD BD INDEX FDS | BLV | LONG TERM BOND | $3,256,055 | 47,237 | SH | None |
| VANGUARD INTL EQUITY INDEX F | VPL | FTSE PACIFIC ETF | $2,327,308 | 20,117 | SH | None |
| DIMENSIONAL ETF TRUST | DFEM | EMERGING MKTS CO | $2,243,324 | 55,200 | SH | None |
| DIMENSIONAL ETF TRUST | DFEV | EMERGING MKTS VA | $2,004,918 | 46,990 | SH | None |
| VANGUARD INDEX FDS | VUG | GROWTH ETF | $1,974,219 | 22,919 | SH | None |
| DIMENSIONAL ETF TRUST | DFCF | CORE FIXED INCOM | $1,581,812 | 37,475 | SH | None |
| ISHARES TR | IEFA | CORE MSCI EAFE | $1,238,818 | 12,827 | SH | None |
| ISHARES TR | IWR | RUS MID CAP ETF | $1,187,043 | 10,760 | SH | None |
| ISHARES TR | SUB | SHRT NAT MUN ETF | $1,169,573 | 10,985 | SH | None |
| DIMENSIONAL ETF TRUST | DEHP | EMERGING MKTS HI | $1,009,479 | 23,602 | SH | None |
| ISHARES TR | IJH | CORE S&P MCP ETF | $985,466 | 12,780 | SH | None |
| ISHARES TR | IVV | CORE S&P500 ETF | $915,892 | 1,223 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $869,839 | 2,434 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.A | CL A | $748,850 | 1 | SH | None |
| AMAZON COM INC | AMZN | COM | $538,648 | 2,260 | SH | None |
| VANGUARD SCOTTSDALE FDS | VCLT | LG-TERM COR BD | $526,437 | 6,996 | SH | None |
| ISHARES INC | IEMG | CORE MSCI EMKT | $525,537 | 6,344 | SH | None |
| ALPHABET INC | GOOG | CAP STK CL C | $514,802 | 1,457 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $501,391 | 1,002 | SH | None |
| EXXON MOBIL CORP | XOM | COM | $471,000 | 3,445 | SH | None |
| VANGUARD SCOTTSDALE FDS | VGLT | LONG TERM TREAS | $442,947 | 8,027 | SH | None |
| ISHARES TR | IJR | CORE S&P SCP ETF | $430,692 | 2,904 | SH | None |
| DIMENSIONAL ETF TRUST | DFAE | EMGR CRE EQT MNG | $426,312 | 10,602 | SH | None |
| JPMORGAN CHASE & CO. | JPM | COM | $395,415 | 1,208 | SH | None |
| MICROSOFT CORP | MSFT | COM | $377,103 | 1,011 | SH | None |
| GE AEROSPACE | GE | COM NEW | $374,237 | 1,001 | SH | None |
| COSTCO WHSL CORP NEW | COST | COM | $340,511 | 364 | SH | None |
| VANGUARD BD INDEX FDS | BND | TOTAL BND MRKT | $331,738 | 4,519 | SH | None |
| VANGUARD INDEX FUNDS | VNQ | REAL ESTATE ETF | $315,335 | 3,270 | SH | None |
| BANK MONTREAL QUE | BMO | COM | $300,390 | 1,700 | SH | None |
| SCHWAB STRATEGIC TR | SCHX | US LRG CAP ETF | $295,006 | 10,024 | SH | None |
| PROCTER AND GAMBLE CO | PG | COM | $292,987 | 1,998 | SH | None |
| ISHARES TR | EMB | JPMORGAN USD EMG | $289,320 | 3,000 | SH | None |
| GE VERNOVA INC | GEV | COM | $289,016 | 246 | SH | None |
| UMB FINL CORP | UMBF | COM | $262,860 | 1,841 | SH | None |
| DIMENSIONAL ETF TRUST | DFSD | SHORT DURATION F | $247,548 | 5,184 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 1 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.