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
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

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
AWA
Aquire Wealth Advisors South Jordan, Utah $436M AUM 20.64% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
MJFG
Mars Jewett Financial Group Bellevue, Washington $494M AUM

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

Pioneer Wealth Management Group increased its Dimensional US Core Equity Market ETF (DFAU) stake by 5.6% in Q2 2026, buying an estimated $4.59M and bringing the position to 1,722,295 shares worth $89M. The position accounts for 21.51% of the portfolio, ranked #1.

Pioneer Wealth Management Group first reported a position in DFAU in Q4 2022 and has held it in 14 quarters since. 600 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Pioneer Wealth Management Group held 1,722,295 shares of Dimensional US Core Equity Market ETF worth $89M as of Q2 2026.
  • Pioneer Wealth Management Group bought 91,683 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $4.59M.
  • Dimensional US Core Equity Market ETF made up 21.51% of Pioneer Wealth Management Group's portfolio in Q2 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 14 quarters since.
  • 600 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

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