PWMG
Pioneer Wealth Management Group’s Dimensional US Small Cap ETF DFAS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.17M | Buy |
128,262
+8,136
| +7% | +$518K | 3.03% | 7 |
|
|
2025
Q1 | $7.18M | Buy |
+120,126
| New | +$7.18M | 3.09% | 8 |
|
|
2024
Q3 | $6.75M | Buy |
104,097
+8,779
| +9% | +$569K | 3.22% | 10 |
|
|
2024
Q2 | $5.73M | Buy |
95,318
+13,502
| +17% | +$811K | 3.04% | 10 |
|
|
2024
Q1 | $5.1M | Buy |
81,816
+7,493
| +10% | +$467K | 2.92% | 11 |
|
|
2023
Q4 | $4.43M | Buy |
74,323
+28,053
| +61% | +$1.67M | 2.76% | 10 |
|
|
2023
Q3 | $2.43M | Buy |
46,270
+13,478
| +41% | +$707K | 1.85% | 15 |
|
|
2023
Q2 | $1.8M | Buy |
32,792
+6,842
| +26% | +$375K | 1.43% | 16 |
|
|
2023
Q1 | $1.37M | Buy |
25,950
+2,508
| +11% | +$132K | 1.22% | 18 |
|
|
2022
Q4 | $1.2M | Buy |
+23,442
| New | +$1.2M | 1.13% | 22 |
|