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

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

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

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

BCU Wealth Advisors Vernon Hills, Illinois $301M AUM 20.28% 1-Year Est. Return

New Capital Management Houston, Texas $439M AUM 16.55% 1-Year Est. Return

KEB Asset Management Springfield, Illinois $618M AUM 29.12% 1-Year Est. Return

Henrickson Nauta Wealth Advisors Belmont, Michigan $410M AUM 25.02% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return