Pioneer Wealth Management Group’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Pioneer Wealth Management Group’s Portfolio DFAC Stock Details DFAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.91M	Sell	88,103 -2,494	-3%	-$107K	0.94%	14
2026 Q1	$3.52M	Buy	90,597 +9,130	+11%	+$368K	0.99%	16
2025 Q4	$3.23M	Buy	81,467 +73	+0.1%	+$2.85K	0.98%	15
2025 Q3	$3.14M	Sell	81,394 -1,960	-2%	-$73.1K	1.01%	15
2025 Q2	$2.99M	Sell	83,354 -23,652	-22%	-$789K	1.11%	14
2025 Q1	$3.53M	Buy	+107,006	New	+$3.71M	1.52%	11
2024 Q3	$2.34M	Buy	68,218 +8,161	+14%	+$270K	1.12%	17
2024 Q2	$1.94M	Buy	60,057 +3,158	+6%	+$99.6K	1.03%	17
2024 Q1	$1.82M	Sell	56,899 -2,963	-5%	-$89.4K	1.04%	17
2023 Q4	$1.75M	Buy	59,862 +8,210	+16%	+$222K	1.09%	17
2023 Q3	$1.35M	Sell	51,652 -9,109	-15%	-$249K	1.03%	21
2023 Q2	$1.65M	Buy	60,761 +13,211	+28%	+$341K	1.31%	18
2023 Q1	$1.21M	Sell	47,550 -2,971	-6%	-$75.3K	1.08%	20
2022 Q4	$1.23M	Buy	+50,521	New	+$1.23M	1.16%	20

Other funds holding DFAC

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return

RWM

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Pioneer Wealth Management Group's DFAC Position: Q2 2026 in Review

Pioneer Wealth Management Group reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 2.8% in Q2 2026, selling an estimated $107K and leaving 88,103 shares worth $3.91M. The position accounts for 0.94% of the portfolio, ranked #14.

Pioneer Wealth Management Group first reported a position in DFAC in Q4 2022 and has held it in 14 quarters since. 1,215 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Pioneer Wealth Management Group held 88,103 shares of Dimensional US Core Equity 2 ETF worth $3.91M as of Q2 2026.
Pioneer Wealth Management Group sold 2,494 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $107K.
Dimensional US Core Equity 2 ETF made up 0.94% of Pioneer Wealth Management Group's portfolio in Q2 2026, its #14 holding.
Pioneer Wealth Management Group first reported a position in Dimensional US Core Equity 2 ETF in Q4 2022 and has held it in 14 quarters since.
1,215 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Pioneer Wealth Management Group's 13F filing for Q2 2026, filed 7 Jul 2026.