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Richard Seeley

Pinney & Scofield, Inc.

Assets Managed
$185.437M
Holdings
243
Last Quarter
2026 - Q1
Filed Date
1d ago
Growth Rate
5.23%(2Q avg: 7.33%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Pinney & Scofield, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 243 positions.

Assets under management

The assets under management (AUM) of Pinney & Scofield, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 185.437M in assets, with a quarterly growth rate of 5.23% and a 2-quarter average growth rate of 7.33%. The portfolio is managed by Richard Seeley, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DFIP
Dimensional Inflation-protec
Recent Activity
Increased 8.54%
12.71%
$23.567M
564,887 shares@ $41.72 avg price
DFIV
Dimensional International Va
Recent Activity
Decreased -1.94%
12.1%
$22.423M
424,833 shares@ $52.79 avg price
DFAS
Dimensional Us Small Cap Etf
Recent Activity
Increased 1.4%
11.22%
$20.796M
292,372 shares@ $71.14 avg price
DFUV
Dimensional Us Marketwide Va
Recent Activity
Decreased -0.64%
8.3%
$15.384M
317,449 shares@ $48.46 avg price
DFAT
Dimensional Us Target Value
Recent Activity
Decreased -0.43%
6.06%
$11.232M
179,854 shares@ $62.45 avg price
DFAR
Dimensional Us Real Est Etf
Recent Activity
Increased 15.52%
5.51%
$10.201M
431,323 shares@ $23.66 avg price
DISV
Dimensional International Sm
Recent Activity
Decreased -0.71%
5.2%
$9.63M
244,163 shares@ $39.44 avg price
DFSV
Dimensional Us Small Cap Val
Recent Activity
Increased 6.19%
3.94%
$7.288M
207,985 shares@ $35.05 avg price
LLY
Eli Lilly & Co
Recent Activity
3.66%
$6.787M
7,379 shares@ $919.78 avg price
AAPL
Apple Inc
Recent Activity
Decreased -0.99%
3.08%
$5.703M
22,472 shares@ $253.79 avg price

1-10 of 243