PWMG
Pioneer Wealth Management Group’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.5M | Buy |
569,117
+17,141
| +3% | +$496K | 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% | +$826K | 5.79% | 4 |
|
|
2024
Q2 | $10.7M | Buy |
413,003
+45,003
| +12% | +$1.16M | 5.67% | 6 |
|
|
2024
Q1 | $9.1M | Buy |
368,000
+42,656
| +13% | +$1.05M | 5.2% | 6 |
|
|
2023
Q4 | $7.84M | Buy |
325,344
+93,426
| +40% | +$2.25M | 4.88% | 7 |
|
|
2023
Q3 | $5.23M | Buy |
231,918
+59,664
| +35% | +$1.35M | 3.99% | 10 |
|
|
2023
Q2 | $4.04M | Buy |
172,254
+33,401
| +24% | +$784K | 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 | +$2.87M | 2.7% | 13 |
|