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 Q3	–	Sell	-38,936	Closed	-$1.86M	–	59
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

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MSWMA

Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 10.22% 1-Year Est. Return

Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return

SRWM

Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return

Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return

BAM

BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

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

Pioneer Wealth Management Group sold out of Dimensional Short-Duration Fixed Income ETF (DFSD) in Q3 2026, closing a stake of 38,936 shares — an estimated $1.86M sold.

Pioneer Wealth Management Group first reported a position in DFSD in Q1 2024 and held it in 5 quarters. The position peaked at $5.12M in Q1 2024. 17 funds tracked by Wall St. Rank hold DFSD as of Q3 2026.

Pioneer Wealth Management Group reported no remaining Dimensional Short-Duration Fixed Income ETF position as of Q3 2026 after selling out during the quarter.
Pioneer Wealth Management Group sold 38,936 Dimensional Short-Duration Fixed Income ETF shares in Q3 2026, an estimated $1.86M.
Pioneer Wealth Management Group first reported a position in Dimensional Short-Duration Fixed Income ETF in Q1 2024 and held it in 5 quarters.
Pioneer Wealth Management Group's Dimensional Short-Duration Fixed Income ETF position peaked at $5.12M in Q1 2024.
17 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q3 2026.

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