PWMG
DFSD

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
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.86M Buy
+38,936
New +$1.86M 0.45% 27
2026
Q1 		– Sell
-8,350
Closed -$400K – 54
2025
Q4 		$400K Buy
+8,350
New +$402K 0.12% 44
2024
Q3 		$3.87M Sell
81,013
-24,945
-24% -$1.18M 1.84% 14
2024
Q2 		$4.98M Sell
105,958
-2,862
-3% -$134K 2.65% 11
2024
Q1 		$5.12M Buy
+108,820
New +$5.11M 2.93% 10

Other funds holding DFSD

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Pioneer Wealth Management Group opened a new position in Dimensional Short-Duration Fixed Income ETF (DFSD) in Q2 2026: 38,936 shares worth $1.86M. The stake represents 0.45% of the portfolio and ranks #27 among its holdings. This is a return to the name: Pioneer Wealth Management Group previously reported a position in DFSD as recently as Q4 2025.

Pioneer Wealth Management Group first reported a position in DFSD in Q1 2024 and has held it in 5 quarters since. The position peaked at $5.12M in Q1 2024. 450 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • Pioneer Wealth Management Group held 38,936 shares of Dimensional Short-Duration Fixed Income ETF worth $1.86M as of Q2 2026.
  • Dimensional Short-Duration Fixed Income ETF was a new Pioneer Wealth Management Group position in Q2 2026.
  • Dimensional Short-Duration Fixed Income ETF made up 0.45% of Pioneer Wealth Management Group's portfolio in Q2 2026, its #27 holding.
  • Pioneer Wealth Management Group first reported a position in Dimensional Short-Duration Fixed Income ETF in Q1 2024 and has held it in 5 quarters since.
  • Pioneer Wealth Management Group's Dimensional Short-Duration Fixed Income ETF position peaked at $5.12M in Q1 2024.
  • 450 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

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