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Pinney & Scofield’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Pinney & Scofield’s Portfolio DFLV Stock Details DFLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.34M Buy
149,453
+5,094
+4% +$184K 2.88% 11
2025
Q4 		$4.94M Buy
144,359
+26,566
+23% +$885K 2.8% 11
2025
Q3 		$3.88M Buy
117,793
+8,625
+8% +$276K 2.41% 11
2025
Q2 		$3.39M Buy
109,168
+8,117
+8% +$240K 2.29% 12
2025
Q1 		$3.09M Buy
101,051
+21,080
+26% +$651K 2.24% 11
2024
Q4 		$2.4M Buy
+79,971
New +$2.5M 1.82% 12

Other funds holding DFLV

SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
MFWP
Mosaic Family Wealth Partners St. Louis, Missouri $977M AUM 19.09% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

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

Pinney & Scofield increased its Dimensional US Large Cap Value ETF (DFLV) stake by 3.5% in Q1 2026, buying an estimated $184K and bringing the position to 149,453 shares worth $5.34M. The position accounts for 2.88% of the portfolio, ranked #11.

Pinney & Scofield first reported a position in DFLV in Q4 2024 and has held it in 6 quarters since. 366 funds tracked by Wall St. Rank hold DFLV as of Q1 2026.

  • Pinney & Scofield held 149,453 shares of Dimensional US Large Cap Value ETF worth $5.34M as of Q1 2026.
  • Pinney & Scofield bought 5,094 Dimensional US Large Cap Value ETF shares in Q1 2026, an estimated $184K.
  • Dimensional US Large Cap Value ETF made up 2.88% of Pinney & Scofield's portfolio in Q1 2026, its #11 holding.
  • Pinney & Scofield first reported a position in Dimensional US Large Cap Value ETF in Q4 2024 and has held it in 6 quarters since.
  • 366 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q1 2026.

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