§ 13F · FUND PROFILE
Pioneer Wealth Management Group.
AUM · $414M (13F)Positions · 55Turnover · n/a · Q2Filed · Jul 7, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$4M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | DFAU | DIMENSIONAL ETF TRUST | 1.72M | $89M | 21.5% | +6% |
| 2 | DFAI | DIMENSIONAL ETF TRUST | 1.52M | $63M | 15.1% | +7% |
| 3 | SCHZ | SCHWAB STRATEGIC TR | 2.25M | $52M | 12.6% | +12% |
| 4 | VCIT | VANGUARD SCOTTSDALE FDS | 391K | $32M | 7.8% | +9% |
| 5 | DFCF | DIMENSIONAL ETF TRUST | 663K | $28M | 6.8% | +5% |
| 6 | DFAE | DIMENSIONAL ETF TRUST | 672K | $27M | 6.5% | +1% |
| 7 | SCHH | SCHWAB STRATEGIC TR | 883K | $21M | 5.1% | +8% |
| 8 | DFAS | DIMENSIONAL ETF TRUST | 175K | $14M | 3.5% | +8% |
| 9 | DFAT | DIMENSIONAL ETF TRUST | 166K | $12M | 2.8% | +8% |
| 10 | VV | VANGUARD INDEX FDS | 20K | $7M | 1.7% | −3% |
§ 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 $414 million in assets. The fund runs a portfolio of 55 positions.
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