PWMG
Pioneer Wealth Management Group’s Dimensional US Core Equity Market ETF DFAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $55.1M | Buy |
1,301,476
+96,912
| +8% | +$4.11M | 20.44% | 1 |
|
|
2025
Q1 | $46.3M | Buy |
+1,204,564
| New | +$46.3M | 19.94% | 1 |
|
|
2024
Q3 | $40.7M | Buy |
1,025,308
+36,437
| +4% | +$1.45M | 19.41% | 1 |
|
|
2024
Q2 | $37.1M | Buy |
988,871
+74,032
| +8% | +$2.78M | 19.69% | 1 |
|
|
2024
Q1 | $33.4M | Buy |
914,839
+128,822
| +16% | +$4.71M | 19.11% | 1 |
|
|
2023
Q4 | $26.1M | Buy |
786,017
+277,422
| +55% | +$9.22M | 16.27% | 1 |
|
|
2023
Q3 | $15.2M | Buy |
508,595
+108,286
| +27% | +$3.24M | 11.6% | 3 |
|
|
2023
Q2 | $12.4M | Buy |
400,309
+31,158
| +8% | +$966K | 9.86% | 2 |
|
|
2023
Q1 | $10.6M | Buy |
369,151
+35,666
| +11% | +$1.03M | 9.45% | 3 |
|
|
2022
Q4 | $9.01M | Buy |
+333,485
| New | +$9.01M | 8.49% | 3 |
|