PWMG
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Pioneer Wealth Management Group’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Pioneer Wealth Management Group’s Portfolio DFAT Stock Details DFAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11.6M Buy
166,160
+12,427
+8% +$830K 2.81% 9
2026
Q1 		$9.6M Buy
153,733
+9,694
+7% +$616K 2.69% 9
2025
Q4 		$8.58M Buy
144,039
+7,702
+6% +$449K 2.6% 9
2025
Q3 		$7.94M Buy
136,337
+15,214
+13% +$867K 2.56% 8
2025
Q2 		$6.54M Buy
121,123
+2,263
+2% +$115K 2.42% 9
2025
Q1 		$6.12M Buy
+118,860
New +$6.54M 2.64% 9
2024
Q3 		$5.46M Buy
98,106
+6,598
+7% +$357K 2.6% 11
2024
Q2 		$4.75M Buy
91,508
+8,760
+11% +$460K 2.52% 12
2024
Q1 		$4.5M Buy
82,748
+25,142
+44% +$1.29M 2.57% 12
2023
Q4 		$3.01M Buy
57,606
+21,580
+60% +$1.01M 1.88% 14
2023
Q3 		$1.65M Buy
36,026
+13,469
+60% +$640K 1.25% 17
2023
Q2 		$1.05M Buy
22,557
+5,290
+31% +$232K 0.83% 24
2023
Q1 		$768K Buy
17,267
+1,776
+11% +$82.3K 0.68% 25
2022
Q4 		$681K Buy
+15,491
New +$680K 0.64% 26

Other funds holding DFAT

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
JTWM
Jackson Thornton Wealth Management Montgomery, Alabama $1.26B AUM 29.39% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return

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

Pioneer Wealth Management Group increased its Dimensional US Targeted Value ETF (DFAT) stake by 8.1% in Q2 2026, buying an estimated $830K and bringing the position to 166,160 shares worth $11.6M. The position accounts for 2.81% of the portfolio, ranked #9.

Pioneer Wealth Management Group first reported a position in DFAT in Q4 2022 and has held it in 14 quarters since. 856 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

  • Pioneer Wealth Management Group held 166,160 shares of Dimensional US Targeted Value ETF worth $11.6M as of Q2 2026.
  • Pioneer Wealth Management Group bought 12,427 Dimensional US Targeted Value ETF shares in Q2 2026, an estimated $830K.
  • Dimensional US Targeted Value ETF made up 2.81% of Pioneer Wealth Management Group's portfolio in Q2 2026, its #9 holding.
  • Pioneer Wealth Management Group first reported a position in Dimensional US Targeted Value ETF in Q4 2022 and has held it in 14 quarters since.
  • 856 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

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