Pinney & Scofield, Inc. Dimensional ETF Tr Dimensional Transaction History
Pinney & Scofield, Inc.
- $161 Billion
- Q3 2025
A detailed history of Pinney & Scofield, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Pinney & Scofield, Inc. holds 235,737 shares of DISV stock, worth $8.47 Million. This represents 5.22% of its overall portfolio holdings.
Number of Shares
235,737
Previous 232,039
1.59%
Holding current value
$8.47 Million
Previous $7.64 Billion
10.18%
% of portfolio
5.22%
Previous 5.17%
Shares
4 transactions
Others Institutions Holding DISV
# of Institutions
391Shares Held
81.8MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$318 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL5.91MShares$212 Million3.28% of portfolio
-
Mather Group, Llc. Chicago, IL5.86MShares$211 Million2.13% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$113 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.27MShares$81.5 Million0.98% of portfolio