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Pinney & Scofield’s Dimensional International Value ETF DFIV Stock Holding History

Pinney & Scofield’s Portfolio DFIV Stock Details DFIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$22.9M Sell
424,299
-534
-0.1% -$29.3K 11.21% 3
2026
Q1 		$22.4M Sell
424,833
-8,417
-2% -$446K 12.09% 2
2025
Q4 		$21.6M Buy
433,250
+2,767
+0.6% +$131K 12.27% 2
2025
Q3 		$19.9M Buy
430,483
+5,302
+1% +$237K 12.33% 1
2025
Q2 		$18.2M Buy
425,181
+33
+0% +$1.34K 12.33% 1
2025
Q1 		$16.7M Buy
425,148
+11,744
+3% +$448K 12.11% 2
2024
Q4 		$14.7M Buy
+413,404
New +$15.2M 11.11% 2

Other funds holding DFIV

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Pinney & Scofield's DFIV Position: Q2 2026 in Review

Pinney & Scofield reduced its Dimensional International Value ETF (DFIV) stake by 0.13% in Q2 2026, selling an estimated $29.3K and leaving 424,299 shares worth $22.9M. The position accounts for 11.21% of the portfolio, ranked #3.

Pinney & Scofield first reported a position in DFIV in Q4 2024 and has held it in 7 quarters since. 894 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Pinney & Scofield held 424,299 shares of Dimensional International Value ETF worth $22.9M as of Q2 2026.
  • Pinney & Scofield sold 534 Dimensional International Value ETF shares in Q2 2026, an estimated $29.3K.
  • Dimensional International Value ETF made up 11.21% of Pinney & Scofield's portfolio in Q2 2026, its #3 holding.
  • Pinney & Scofield first reported a position in Dimensional International Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 894 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Pinney & Scofield's 13F filing for Q2 2026, filed 7 Aug 2026.