Pinney & Scofield, Inc. Purchases in Q4 2024

Pinney & Scofield, Inc.

  • $132 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DFAS
Dimensional ETF Tr U S Small C

ETFs
255K
New
$63.58 - $71.15 $16.2M - $18.1M
255K $16.6B
DFIV
Dimensional ETF Tr

ETFs
413K
New
$34.86 - $37.97 $14.4M - $15.7M
413K $14.7B
DFIP
Dimensional ETF Tr Inflation P

ETFs
351K
New
$40.31 - $42.43 $14.2M - $14.9M
351K $14.2B
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
335K
New
$40.38 - $44.35 $13.5M - $14.8M
335K $13.7B
DFAT
Dimensional ETF Tr U S Target

ETFs
186K
New
$54.54 - $61.04 $10.2M - $11.4M
186K $10.4B
LLY
Eli Lilly & CO

Healthcare
7.38K
New
$727.2 - $932.06 $5.36M - $6.87M
7.38K $5.69B
DISV
Dimensional ETF Tr Dimensional

ETFs
207K
New
$26.18 - $28.77 $5.41M - $5.94M
207K $5.49B
AAPL
Apple Inc.

Technology
21.6K
New
$221.69 - $259.02 $4.78M - $5.58M
21.6K $5.4B
DFAR
Dimensional ETF Tr Dimensional

ETFs
228K
New
$22.72 - $25.76 $5.18M - $5.87M
228K $5.3B
DFSV
Dimensional ETF Tr Dimensional

ETFs
106K
New
$30.18 - $33.87 $3.19M - $3.58M
106K $3.25B
Dimensional ETF Trust
80K
New
N/A
80K $2.4B
VTI
Vanguard Total Stock Market Et

ETFs
140
New
$280.04 - $302.45 $39.2K - $42.3K
140 $2.27B
DFIS
Dimensional ETF Tr Dimensional

ETFs
88.4K
New
$24.25 - $26.7 $2.14M - $2.36M
88.4K $2.17B
BLV
Vanguard Bd Index Fd Inc Long

ETFs
24K
New
$68.25 - $75.42 $1.64M - $1.81M
24K $1.64B
MUB
Ishares National Muni Bond ETF

ETFs
13.8K
New
$105.78 - $108.7 $1.46M - $1.5M
13.8K $1.47B
DIHP
Dimensional ETF Tr Dimensional

ETFs
56K
New
$25.15 - $27.57 $1.41M - $1.54M
56K $1.41B
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
19.8K
New
$70.63 - $78.23 $1.4M - $1.55M
19.8K $1.41B
SUB
Ishares Short Term National Mu

ETFs
11.5K
New
$104.94 - $106.2 $1.2M - $1.22M
11.5K $1.21B
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
40.8K
New
$26.16 - $29.13 $1.07M - $1.19M
40.8K $1.07B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
39.2K
New
$26.16 - $28.82 $1.03M - $1.13M
39.2K $1.03B
IWR
Ishares Russell Mid Cap ETF

ETFs
10.6K
New
$87.25 - $95.52 $925K - $1.01M
10.6K $937M
IEFA
Ishares Tr

ETFs
12.7K
New
$70.06 - $77.43 $890K - $984K
12.7K $893M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
12.8K
New
$61.68 - $67.87 $788K - $867K
12.8K $796M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
17.2K
New
$41.17 - $43.34 $707K - $745K
17.2K $709M
BRK-A
Berkshire Hathaway Inc

Financial Services
100
New
$664750.0 - $724132.5 $66.5M - $72.4M
100 $681M
IVV
Ishares Core S&P 500 ETF

ETFs
1.13K
New
$570.51 - $610.59 $647K - $692K
1.13K $668M
VUG
Vanguard Growth ETF

ETFs
1.33K
New
$378.79 - $428.11 $503K - $569K
1.33K $545M
GOOGL
Alphabet Inc.

Communication Services
2.45K
New
$161.86 - $196.66 $396K - $482K
2.45K $464M
AMZN
Amazon Com Inc

Consumer Cyclical
2.01K
New
$180.88 - $232.93 $364K - $469K
2.01K $442M
MSFT
Microsoft Corp

Technology
1.01K
New
$406.35 - $454.46 $412K - $461K
1.01K $427M
TSLA
Tesla, Inc.

Consumer Cyclical
900
New
$213.65 - $479.86 $192K - $432K
900 $363M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
8.14K
New
$44.04 - $49.49 $358K - $403K
8.14K $358M
XOM
Exxon Mobil Corp

Energy
3.17K
New
$105.51 - $125.37 $334K - $397K
3.17K $340M
PG
Procter & Gamble CO

Consumer Defensive
2K
New
$161.05 - $179.7 $322K - $359K
2K $335M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.9K
New
$113.92 - $127.38 $331K - $370K
2.9K $335M
COST
Costco Wholesale Corp

Consumer Defensive
364
New
$873.59 - $994.69 $318K - $362K
364 $334M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
731
New
$442.29 - $483.08 $323K - $353K
731 $331M
IEMG
Ishares Inc

ETFs
6.28K
New
N/A
6.28K $328M
VNQ
Vanguard Specialized Funds Van

ETFs
3.28K
New
$87.85 - $98.6 $288K - $323K
3.28K $292M
DEHP
Dimensional ETF Tr Emerging Mk

ETFs
11.6K
New
$24.74 - $27.68 $287K - $321K
11.6K $287M
EMB
Ishares Tr

ETFs
3K
New
$88.94 - $93.46 $267K - $280K
3K $267M
SCHX
Schwab Strategic Tr Us Large C

ETFs
10.2K
New
$22.4 - $68.28 $228K - $696K
10.2K $236M
META
Meta Platforms, Inc.

Communication Services
388
New
$554.08 - $632.68 $215K - $245K
388 $227M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
4K
New
$55.45 - $61.08 $222K - $244K
4K $222M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
3.47K
New
$60.13 - $67.31 $209K - $234K
3.47K $211M
KR
Kroger CO

Consumer Defensive
3.29K
New
$55.21 - $63.3 $182K - $208K
3.29K $201M
JPM
Jpmorgan Chase & CO

Financial Services
810
New
$205.18 - $250.29 $166K - $203K
810 $194M
GOOG
Alphabet Inc.

Communication Services
1.01K
New
$163.08 - $198.16 $165K - $200K
1.01K $192M
NEE
Nextera Energy Inc

Utilities
2.61K
New
$69.77 - $85.43 $182K - $223K
2.61K $187M
Activity Summary
Buys All Purchases 225 New Holdings 225 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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