PWMG
DFAU icon

Pioneer Wealth Management Group’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Pioneer Wealth Management Group’s Portfolio DFAU Stock Details DFAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$93.9M Buy
1,792,680
+70,385
+4% +$3.7M 22.15% 1
2026
Q2 		$89M Buy
1,722,295
+91,683
+6% +$4.59M 21.51% 1
2026
Q1 		$73.6M Buy
1,630,612
+151,285
+10% +$7.11M 20.64% 1
2025
Q4 		$69.2M Buy
1,479,327
+69,240
+5% +$3.21M 21.02% 1
2025
Q3 		$64.5M Buy
1,410,087
+108,611
+8% +$4.79M 20.83% 1
2025
Q2 		$55.1M Buy
1,301,476
+96,912
+8% +$3.8M 20.44% 1
2025
Q1 		$46.3M Buy
+1,204,564
New +$48.9M 19.94% 1
2024
Q3 		$40.7M Buy
1,025,308
+36,437
+4% +$1.39M 19.41% 1
2024
Q2 		$37.1M Buy
988,871
+74,032
+8% +$2.69M 19.69% 1
2024
Q1 		$33.4M Buy
914,839
+128,822
+16% +$4.46M 19.11% 1
2023
Q4 		$26.1M Buy
786,017
+277,422
+55% +$8.61M 16.27% 1
2023
Q3 		$15.2M Buy
508,595
+108,286
+27% +$3.37M 11.6% 3
2023
Q2 		$12.4M Buy
400,309
+31,158
+8% +$914K 9.86% 2
2023
Q1 		$10.6M Buy
369,151
+35,666
+11% +$1.01M 9.45% 3
2022
Q4 		$9.01M Buy
+333,485
New +$9.06M 8.49% 3

Other funds holding DFAU

RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
KA
Kure Advisory Plymouth, Minnesota $216M AUM 12.91% 1-Year Est. Return
KFGG
Keystone Financial Group (Georgia) Atlanta, Georgia $188M AUM 7.17% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Pioneer Wealth Management Group's DFAU Position: Q3 2026 in Review

Pioneer Wealth Management Group increased its Dimensional US Core Equity Market ETF (DFAU) stake by 4.1% in Q3 2026, buying an estimated $3.7M and bringing the position to 1,792,680 shares worth $93.9M. The position accounts for 22.15% of the portfolio, ranked #1.

Pioneer Wealth Management Group first reported a position in DFAU in Q4 2022 and has held it in 15 quarters since. 53 funds tracked by Wall St. Rank hold DFAU as of Q3 2026.

  • Pioneer Wealth Management Group held 1,792,680 shares of Dimensional US Core Equity Market ETF worth $93.9M as of Q3 2026.
  • Pioneer Wealth Management Group bought 70,385 Dimensional US Core Equity Market ETF shares in Q3 2026, an estimated $3.7M.
  • Dimensional US Core Equity Market ETF made up 22.15% of Pioneer Wealth Management Group's portfolio in Q3 2026, its #1 holding.
  • Pioneer Wealth Management Group first reported a position in Dimensional US Core Equity Market ETF in Q4 2022 and has held it in 15 quarters since.
  • 53 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q3 2026.

Based on Pioneer Wealth Management Group's 13F filing for Q3 2026, filed 9 Oct 2026.