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Pioneer Wealth Management Group’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

Pioneer Wealth Management Group’s Portfolio DFAR Stock Details DFAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-24,176
Closed -$554K – 52
2025
Q4 		$554K Buy
+24,176
New +$566K 0.17% 35

Other funds holding DFAR

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $676M AUM 26.38% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
RIP
RAM Investment Partners Bellevue, Washington $625M AUM 16.29% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return

Pioneer Wealth Management Group's DFAR Position: Q1 2026 in Review

Pioneer Wealth Management Group sold out of DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) in Q1 2026, closing a stake of 24,176 shares — an estimated $554K sold.

Pioneer Wealth Management Group first reported a position in DFAR in Q4 2025 and held it in 1 quarter. The position peaked at $554K in Q4 2025. 289 funds tracked by Wall St. Rank hold DFAR as of Q1 2026.

  • Pioneer Wealth Management Group reported no remaining DFA Real Estate Securities Portfolio ETF Class Shares position as of Q1 2026 after selling out during the quarter.
  • Pioneer Wealth Management Group sold 24,176 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q1 2026, an estimated $554K.
  • Pioneer Wealth Management Group first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q4 2025 and held it in 1 quarter.
  • Pioneer Wealth Management Group's DFA Real Estate Securities Portfolio ETF Class Shares position peaked at $554K in Q4 2025.
  • 289 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q1 2026.

Based on Pioneer Wealth Management Group's 13F filing for Q1 2026, filed 8 Apr 2026.