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Pioneer Wealth Management Group’s Dimensional US Small Cap ETF 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
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

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Pioneer Wealth Management Group's DFAS Position: Q2 2026 in Review

Pioneer Wealth Management Group increased its Dimensional US Small Cap ETF (DFAS) stake by 8.1% in Q2 2026, buying an estimated $1.01M and bringing the position to 174,600 shares worth $14.4M. The position accounts for 3.47% of the portfolio, ranked #8.

Pioneer Wealth Management Group first reported a position in DFAS in Q4 2022 and has held it in 14 quarters since. 906 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Pioneer Wealth Management Group held 174,600 shares of Dimensional US Small Cap ETF worth $14.4M as of Q2 2026.
  • Pioneer Wealth Management Group bought 13,056 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $1.01M.
  • Dimensional US Small Cap ETF made up 3.47% of Pioneer Wealth Management Group's portfolio in Q2 2026, its #8 holding.
  • Pioneer Wealth Management Group first reported a position in Dimensional US Small Cap ETF in Q4 2022 and has held it in 14 quarters since.
  • 906 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Pioneer Wealth Management Group's 13F filing for Q2 2026, filed 7 Jul 2026.