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Pinney & Scofield’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Pinney & Scofield’s Portfolio DFCF Stock Details DFCF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.58M Buy
37,473
+7,115
+23% +$304K 0.85% 19
2025
Q4 		$1.29M Buy
30,358
+4,057
+15% +$174K 0.73% 19
2025
Q3 		$1.12M Buy
26,301
+4,890
+23% +$207K 0.7% 21
2025
Q2 		$905K Buy
21,411
+962
+5% +$40.1K 0.61% 23
2025
Q1 		$860K Buy
20,449
+3,265
+19% +$136K 0.62% 23
2024
Q4 		$709K Buy
+17,184
New +$724K 0.54% 25

Other funds holding DFCF

TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

Pinney & Scofield's DFCF Position: Q1 2026 in Review

Pinney & Scofield increased its Dimensional Core Fixed Income ETF (DFCF) stake by 23% in Q1 2026, buying an estimated $304K and bringing the position to 37,473 shares worth $1.58M. The position accounts for 0.85% of the portfolio, ranked #19.

Pinney & Scofield first reported a position in DFCF in Q4 2024 and has held it in 6 quarters since. 481 funds tracked by Wall St. Rank hold DFCF as of Q1 2026.

  • Pinney & Scofield held 37,473 shares of Dimensional Core Fixed Income ETF worth $1.58M as of Q1 2026.
  • Pinney & Scofield bought 7,115 Dimensional Core Fixed Income ETF shares in Q1 2026, an estimated $304K.
  • Dimensional Core Fixed Income ETF made up 0.85% of Pinney & Scofield's portfolio in Q1 2026, its #19 holding.
  • Pinney & Scofield first reported a position in Dimensional Core Fixed Income ETF in Q4 2024 and has held it in 6 quarters since.
  • 481 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q1 2026.

Based on Pinney & Scofield's 13F filing for Q1 2026, filed 15 May 2026.