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
Q3 		$27.6M Buy
702,292
+30,754
+5% +$1.2M 6.51% 5
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

MG
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

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

Pioneer Wealth Management Group increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 4.6% in Q3 2026, buying an estimated $1.2M and bringing the position to 702,292 shares worth $27.6M. The position accounts for 6.51% of the portfolio, ranked #5.

Pioneer Wealth Management Group first reported a position in DFAE in Q4 2022 and has held it in 15 quarters since. 91 funds tracked by Wall St. Rank hold DFAE as of Q3 2026.

  • Pioneer Wealth Management Group held 702,292 shares of Dimensional Emerging Core Equity Market ETF worth $27.6M as of Q3 2026.
  • Pioneer Wealth Management Group bought 30,754 Dimensional Emerging Core Equity Market ETF shares in Q3 2026, an estimated $1.2M.
  • Dimensional Emerging Core Equity Market ETF made up 6.51% of Pioneer Wealth Management Group's portfolio in Q3 2026, its #5 holding.
  • Pioneer Wealth Management Group first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2022 and has held it in 15 quarters since.
  • 91 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q3 2026.

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