PWMG
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Pioneer Wealth Management Group’s U.S. Small Cap Portfolio ETF Class Shares DFAS Stock Holding History

Pioneer Wealth Management Group’s Portfolio DFAS Stock Details DFAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$13.9M Buy
179,644
+5,044
+3% +$410K 3.28% 8
2026
Q2 		$14.4M Buy
174,600
+13,056
+8% +$1.01M 3.47% 8
2026
Q1 		$11.5M Buy
161,544
+11,381
+8% +$835K 3.22% 8
2025
Q4 		$10.5M Buy
150,163
+9,019
+6% +$622K 3.18% 8
2025
Q3 		$9.66M Buy
141,144
+12,882
+10% +$860K 3.12% 7
2025
Q2 		$8.17M Buy
128,262
+8,136
+7% +$488K 3.03% 7
2025
Q1 		$7.18M Buy
+120,126
New +$7.73M 3.09% 8
2024
Q3 		$6.75M Buy
104,097
+8,779
+9% +$549K 3.22% 10
2024
Q2 		$5.73M Buy
95,318
+13,502
+17% +$813K 3.04% 10
2024
Q1 		$5.1M Buy
81,816
+7,493
+10% +$443K 2.92% 11
2023
Q4 		$4.43M Buy
74,323
+28,053
+61% +$1.5M 2.76% 10
2023
Q3 		$2.43M Buy
46,270
+13,478
+41% +$743K 1.85% 15
2023
Q2 		$1.8M Buy
32,792
+6,842
+26% +$357K 1.43% 16
2023
Q1 		$1.37M Buy
25,950
+2,508
+11% +$136K 1.22% 18
2022
Q4 		$1.2M Buy
+23,442
New +$1.21M 1.13% 22

Other funds holding DFAS

GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return
BWMG
Bannerman Wealth Management Group Lewisville, Texas $175M AUM 13.84% 1-Year Est. Return
TFA
Trinity Financial Advisors Columbus, Ohio $388M AUM 14.57% 1-Year Est. Return
MFG
Mendota Financial Group Madison, Wisconsin $161M AUM 7.98% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return

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

Pioneer Wealth Management Group increased its U.S. Small Cap Portfolio ETF Class Shares (DFAS) stake by 2.9% in Q3 2026, buying an estimated $410K and bringing the position to 179,644 shares worth $13.9M. The position accounts for 3.28% of the portfolio, ranked #8.

Pioneer Wealth Management Group first reported a position in DFAS in Q4 2022 and has held it in 15 quarters since. The position peaked at $14.4M in Q2 2026. 48 funds tracked by Wall St. Rank hold DFAS as of Q3 2026.

  • Pioneer Wealth Management Group held 179,644 shares of U.S. Small Cap Portfolio ETF Class Shares worth $13.9M as of Q3 2026.
  • Pioneer Wealth Management Group bought 5,044 U.S. Small Cap Portfolio ETF Class Shares shares in Q3 2026, an estimated $410K.
  • U.S. Small Cap Portfolio ETF Class Shares made up 3.28% of Pioneer Wealth Management Group's portfolio in Q3 2026, its #8 holding.
  • Pioneer Wealth Management Group first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q4 2022 and has held it in 15 quarters since.
  • Pioneer Wealth Management Group's U.S. Small Cap Portfolio ETF Class Shares position peaked at $14.4M in Q2 2026.
  • 48 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q3 2026.

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