PWMG
Pioneer Wealth Management Group’s Dimensional Core Fixed Income ETF DFCF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.53M | Sell |
178,256
-18,434
| -9% | -$779K | 2.79% | 8 |
|
|
2025
Q1 | $8.27M | Buy |
+196,690
| New | +$8.27M | 3.56% | 7 |
|
|
2024
Q3 | $9.2M | Sell |
213,056
-8,445
| -4% | -$365K | 4.39% | 8 |
|
|
2024
Q2 | $9.2M | Buy |
221,501
+5,520
| +3% | +$229K | 4.89% | 8 |
|
|
2024
Q1 | $9.06M | Buy |
+215,981
| New | +$9.06M | 5.18% | 7 |
|
|
2023
Q4 | – | Sell |
-11,199
| Closed | -$452K | – | 38 |
|
|
2023
Q3 | $452K | Sell |
11,199
-5,488
| -33% | -$222K | 0.34% | 29 |
|
|
2023
Q2 | $696K | Sell |
16,687
-5,201
| -24% | -$217K | 0.55% | 27 |
|
|
2023
Q1 | $930K | Sell |
21,888
-23,225
| -51% | -$987K | 0.83% | 23 |
|
|
2022
Q4 | $1.87M | Buy |
+45,113
| New | +$1.87M | 1.76% | 17 |
|