PWMG
DFAI

Pioneer Wealth Management Group’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

Pioneer Wealth Management Group’s Portfolio DFAI Stock Details DFAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$62.6M Buy
1,517,600
+96,796
+7% +$3.98M 15.12% 2
2026
Q1 		$55.4M Buy
1,420,804
+100,801
+8% +$4.03M 15.53% 2
2025
Q4 		$50.3M Buy
1,320,003
+63,481
+5% +$2.35M 15.27% 2
2025
Q3 		$45.7M Buy
1,256,522
+114,855
+10% +$4.06M 14.74% 3
2025
Q2 		$39.5M Buy
1,141,667
+36,607
+3% +$1.2M 14.63% 3
2025
Q1 		$34.5M Buy
+1,105,060
New +$34.1M 14.86% 3
2024
Q3 		$29.3M Buy
920,663
+58,332
+7% +$1.79M 13.95% 2
2024
Q2 		$25.6M Buy
862,331
+57,143
+7% +$1.71M 13.59% 2
2024
Q1 		$24.3M Buy
805,188
+111,871
+16% +$3.24M 13.91% 2
2023
Q4 		$19.9M Buy
693,317
+221,711
+47% +$5.92M 12.36% 3
2023
Q3 		$12.3M Buy
471,606
+123,116
+35% +$3.34M 9.38% 4
2023
Q2 		$9.52M Buy
348,490
+36,843
+12% +$1.01M 7.56% 4
2023
Q1 		$8.4M Buy
311,647
+16,756
+6% +$445K 7.47% 4
2022
Q4 		$7.38M Buy
+294,891
New +$7.08M 6.96% 4

Other funds holding DFAI

AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $776M AUM 23.4% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return