PWMG
Pioneer Wealth Management Group’s Dimensional US Targeted Value ETF DFAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.54M | Buy |
121,123
+2,263
| +2% | +$122K | 2.42% | 9 |
|
|
2025
Q1 | $6.12M | Buy |
+118,860
| New | +$6.12M | 2.64% | 9 |
|
|
2024
Q3 | $5.46M | Buy |
98,106
+6,598
| +7% | +$367K | 2.6% | 11 |
|
|
2024
Q2 | $4.75M | Buy |
91,508
+8,760
| +11% | +$454K | 2.52% | 12 |
|
|
2024
Q1 | $4.5M | Buy |
82,748
+25,142
| +44% | +$1.37M | 2.57% | 12 |
|
|
2023
Q4 | $3.01M | Buy |
57,606
+21,580
| +60% | +$1.13M | 1.88% | 14 |
|
|
2023
Q3 | $1.65M | Buy |
36,026
+13,469
| +60% | +$615K | 1.25% | 17 |
|
|
2023
Q2 | $1.05M | Buy |
22,557
+5,290
| +31% | +$245K | 0.83% | 24 |
|
|
2023
Q1 | $768K | Buy |
17,267
+1,776
| +11% | +$79K | 0.68% | 25 |
|
|
2022
Q4 | $681K | Buy |
+15,491
| New | +$681K | 0.64% | 26 |
|