PWMG
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Pioneer Wealth Management Group’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Pioneer Wealth Management Group’s Portfolio DFAE Stock Details DFAE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$27M Buy
671,538
+8,852
+1% +$342K 6.52% 6
2026
Q1 		$22.4M Buy
662,686
+50,867
+8% +$1.78M 6.29% 6
2025
Q4 		$19.9M Buy
611,819
+8,877
+1% +$286K 6.05% 6
2025
Q3 		$19M Buy
602,942
+33,825
+6% +$1.02M 6.14% 5
2025
Q2 		$16.5M Buy
569,117
+17,141
+3% +$460K 6.11% 5
2025
Q1 		$14.3M Buy
+551,976
New +$14.3M 6.15% 5
2024
Q3 		$12.1M Buy
443,120
+30,117
+7% +$785K 5.79% 4
2024
Q2 		$10.7M Buy
413,003
+45,003
+12% +$1.14M 5.67% 6
2024
Q1 		$9.1M Buy
368,000
+42,656
+13% +$1.02M 5.2% 6
2023
Q4 		$7.84M Buy
325,344
+93,426
+40% +$2.14M 4.88% 7
2023
Q3 		$5.23M Buy
231,918
+59,664
+35% +$1.41M 3.99% 10
2023
Q2 		$4.04M Buy
172,254
+33,401
+24% +$772K 3.21% 12
2023
Q1 		$3.2M Buy
138,853
+8,082
+6% +$186K 2.84% 13
2022
Q4 		$2.87M Buy
+130,771
New +$2.78M 2.7% 13

Other funds holding DFAE

FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
WFA
West Financial Advisors Des Moines, Iowa $659M AUM 17.93% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $776M AUM 23.4% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
CAM
CPA Asset Management West Palm Beach, Florida $347M AUM 19.81% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return