§ 13F · FUND PROFILE
Pioneer Wealth Management Group.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $269.7T (13F)Positions · 45Turnover · — · Q4Filed · Jan 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2.4T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | DFAU | DIMENSIONAL ETF TRUST | 1.48M | $69.2T | 21.0% | +5% |
| 2 | DFAI | DIMENSIONAL ETF TRUST | 1.32M | $50.3T | 15.3% | +5% |
| 3 | SCHZ | SCHWAB STRATEGIC TR | 1.81M | $42.4T | 12.9% | −24% |
| 4 | VCIT | VANGUARD SCOTTSDALE FDS | 335K | $28.0T | 8.5% | +5% |
| 5 | DFCF | DIMENSIONAL ETF TRUST | 596K | $25.4T | 7.7% | +232% |
| 6 | DFAE | DIMENSIONAL ETF TRUST | 612K | $19.9T | 6.1% | +1% |
| 7 | SCHH | SCHWAB STRATEGIC TR | 710K | $14.8T | 4.5% | +2% |
| 8 | DFAS | DIMENSIONAL ETF TRUST | 150K | $10.5T | 3.2% | +6% |
| 9 | DFAT | DIMENSIONAL ETF TRUST | 144K | $8.6T | 2.6% | +6% |
| 10 | VV | VANGUARD INDEX FDS | 22K | $6.8T | 2.1% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PIONEER SIGNAL
AC read
Pioneer Wealth Management Group is a Other fund managing $269723.2 trillion in assets. The fund runs a portfolio of 45 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed