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 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

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

55 North Private Wealth Winter Park, Florida $508M AUM

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return

Physician Wealth Solutions North Las Vegas, Nevada $264M AUM 18.47% 1-Year Est. Return