Pioneer Wealth Management Group’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Pioneer Wealth Management Group’s Portfolio DFCF Stock Details DFCF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$28M	Buy	663,083 +29,618	+5%	+$1.25M	6.76%	5
2026 Q1	$26.7M	Buy	633,465 +37,000	+6%	+$1.58M	7.5%	5
2025 Q4	$25.4M	Buy	596,465 +416,547	+232%	+$17.8M	7.71%	5
2025 Q3	$7.69M	Buy	179,918 +1,662	+0.9%	+$70.5K	2.48%	9
2025 Q2	$7.53M	Sell	178,256 -18,434	-9%	-$769K	2.79%	8
2025 Q1	$8.27M	Buy	+196,690	New	+$8.2M	3.56%	7
2024 Q3	$9.2M	Sell	213,056 -8,445	-4%	-$360K	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	+$9.07M	5.18%	7
2023 Q4	–	Sell	-11,199	Closed	-$452K	–	38
2023 Q3	$452K	Sell	11,199 -5,488	-33%	-$226K	0.34%	29
2023 Q2	$696K	Sell	16,687 -5,201	-24%	-$220K	0.55%	27
2023 Q1	$930K	Sell	21,888 -23,225	-51%	-$982K	0.83%	23
2022 Q4	$1.87M	Buy	+45,113	New	+$1.87M	1.76%	17

Other funds holding DFCF

PHWA

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

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

EFP

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

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

DPW

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

GOCP

Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return

HHWM

Hiley Hunt Wealth Management Omaha, Nebraska $253M AUM 16.36% 1-Year Est. Return

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

Pioneer Wealth Management Group increased its Dimensional Core Fixed Income ETF (DFCF) stake by 4.7% in Q2 2026, buying an estimated $1.25M and bringing the position to 663,083 shares worth $28M. The position accounts for 6.76% of the portfolio, ranked #5.

Pioneer Wealth Management Group first reported a position in DFCF in Q4 2022 and has held it in 13 quarters since. 116 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

Pioneer Wealth Management Group held 663,083 shares of Dimensional Core Fixed Income ETF worth $28M as of Q2 2026.
Pioneer Wealth Management Group bought 29,618 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $1.25M.
Dimensional Core Fixed Income ETF made up 6.76% of Pioneer Wealth Management Group's portfolio in Q2 2026, its #5 holding.
Pioneer Wealth Management Group first reported a position in Dimensional Core Fixed Income ETF in Q4 2022 and has held it in 13 quarters since.
116 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

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