Fund Activity
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Latest stock portfolios of the world's best investors and hedge funds
Fund Trends
Stocks ranked by hedge fund and large institutional investor activity
Analyst Outlook
Analyst Upside
Stocks ranked by analyst price target upside potential
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Latest analyst price targets & ratings by research analysts
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Research analysts, their latest ratings and performance metrics
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Research analyst firms, their latest ratings and performance metrics
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Stock index based on fund manager activity updated each quarter
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PWMG
Pioneer Wealth Management Group’s
Dimensional Short-Duration Fixed Income ETF
DFSD
Stock Holding History
Pioneer Wealth Management Group’s Portfolio
DFSD Stock Details
DFSD Fund Activity
Quarter
Market Value
Status
Shares
Shares
Change %
Trade Value
Portfolio Weight
Portfolio Position
2024
Q3
$3.87M
Sell
81,013
-24,945
-
24
%
-$1.19M
1.84%
14
2024
Q2
$4.98M
Sell
105,958
-2,862
-
3
%
-$135K
2.65%
11
2024
Q1
$5.12M
Buy
+108,820
New
+$5.12M
2.93%
10
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Fund Activity
Fund Portfolios
Latest stock portfolios of the world's best investors and hedge funds
Fund Trends
Stocks ranked by hedge fund and large institutional investor activity
Analyst Outlook
Analyst Upside
Stocks ranked by analyst price target upside potential
Latest Price Targets
Latest analyst price targets & ratings by research analysts
Analysts
Research analysts, their latest ratings and performance metrics
Analyst Firms
Research analyst firms, their latest ratings and performance metrics
WSR Indexes
Fund Manager Index
Stock index based on fund manager activity updated each quarter
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