PWMG
Pioneer Wealth Management Group’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.99M | Sell |
83,354
-23,652
| -22% | -$848K | 1.11% | 14 |
|
|
2025
Q1 | $3.53M | Buy |
+107,006
| New | +$3.53M | 1.52% | 11 |
|
|
2024
Q3 | $2.34M | Buy |
68,218
+8,161
| +14% | +$280K | 1.12% | 17 |
|
|
2024
Q2 | $1.94M | Buy |
60,057
+3,158
| +6% | +$102K | 1.03% | 17 |
|
|
2024
Q1 | $1.82M | Sell |
56,899
-2,963
| -5% | -$94.7K | 1.04% | 17 |
|
|
2023
Q4 | $1.75M | Buy |
59,862
+8,210
| +16% | +$240K | 1.09% | 17 |
|
|
2023
Q3 | $1.35M | Sell |
51,652
-9,109
| -15% | -$239K | 1.03% | 21 |
|
|
2023
Q2 | $1.65M | Buy |
60,761
+13,211
| +28% | +$359K | 1.31% | 18 |
|
|
2023
Q1 | $1.21M | Sell |
47,550
-2,971
| -6% | -$75.7K | 1.08% | 20 |
|
|
2022
Q4 | $1.23M | Buy |
+50,521
| New | +$1.23M | 1.16% | 20 |
|