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Pioneer Wealth Management Group’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Pioneer Wealth Management Group’s Portfolio DFLV Stock Details DFLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$252K Hold
6,276
– – 0.06% 53
2026
Q2 		$248K Hold
6,276
– – 0.06% 51
2026
Q1 		$224K Hold
6,276
– – 0.06% 49
2025
Q4 		$215K Hold
6,276
– – 0.07% 53
2025
Q3 		$206K Buy
+6,276
New +$201K 0.07% 52

Other funds holding DFLV

FG
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
LFP
Lakeshore Financial Planning St. Clair Shores, Michigan $323M AUM 14.46% 1-Year Est. Return
TFA
Trinity Financial Advisors Columbus, Ohio $388M AUM 14.57% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

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

Pioneer Wealth Management Group held its Dimensional US Large Cap Value ETF (DFLV) position steady in Q3 2026 at 6,276 shares worth $252K. The position accounts for 0.06% of the portfolio, ranked #53.

Pioneer Wealth Management Group first reported a position in DFLV in Q3 2025 and has held it in 5 quarters since. 42 funds tracked by Wall St. Rank hold DFLV as of Q3 2026.

  • Pioneer Wealth Management Group held 6,276 shares of Dimensional US Large Cap Value ETF worth $252K as of Q3 2026.
  • Pioneer Wealth Management Group left its Dimensional US Large Cap Value ETF share count unchanged in Q3 2026.
  • Dimensional US Large Cap Value ETF made up 0.06% of Pioneer Wealth Management Group's portfolio in Q3 2026, its #53 holding.
  • Pioneer Wealth Management Group first reported a position in Dimensional US Large Cap Value ETF in Q3 2025 and has held it in 5 quarters since.
  • 42 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q3 2026.

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