Pioneer Wealth Management Group’s U.S. Core Equity 2 Portfolio ETF Class Shares 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 Q3	$3.8M	Sell	85,502 -2,601	-3%	-$117K	0.9%	16
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 $7.88B AUM 10.78% 1-Year Est. Return

MSWM

McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CSIA

Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $618M AUM 13.45% 1-Year Est. Return

PWM

Parkshore Wealth Management Granite Bay, California $394M AUM 11.59% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

Financial Symmetry Raleigh, North Carolina $313M AUM 16.11% 1-Year Est. Return

Shearwater Capital Denver, Colorado $211M AUM 16.08% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Pioneer Wealth Management Group's DFAC Position: Q3 2026 in Review

Pioneer Wealth Management Group reduced its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 3% in Q3 2026, selling an estimated $117K and leaving 85,502 shares worth $3.8M. The position accounts for 0.9% of the portfolio, ranked #16.

Pioneer Wealth Management Group first reported a position in DFAC in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.91M in Q2 2026. 103 funds tracked by Wall St. Rank hold DFAC as of Q3 2026.

Pioneer Wealth Management Group held 85,502 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $3.8M as of Q3 2026.
Pioneer Wealth Management Group sold 2,601 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q3 2026, an estimated $117K.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.9% of Pioneer Wealth Management Group's portfolio in Q3 2026, its #16 holding.
Pioneer Wealth Management Group first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q4 2022 and has held it in 15 quarters since.
Pioneer Wealth Management Group's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $3.91M in Q2 2026.
103 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q3 2026.

Based on Pioneer Wealth Management Group's 13F filing for Q3 2026, filed 9 Oct 2026.