§ 13F · FUND PROFILE
Pioneer Wealth Management Group.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $310M (13F)Positions · 52Turnover · — · Q1Filed · Apr 8, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$761K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 8, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | DFAU | DIMENSIONAL ETF TRUST | 1.63M | $74M | 20.6% | +10% |
| 2 | DFAI | DIMENSIONAL ETF TRUST | 1.42M | $55M | 15.5% | +8% |
| 3 | SCHZ | SCHWAB STRATEGIC TR | 2.00M | $46M | 13.0% | +10% |
| 4 | VCIT | VANGUARD SCOTTSDALE FDS | 358K | $30M | 8.3% | +7% |
| 5 | DFCF | DIMENSIONAL ETF TRUST | 633K | $27M | 7.5% | +6% |
| 6 | DFAE | DIMENSIONAL ETF TRUST | 663K | $22M | 6.3% | +8% |
| 7 | SCHH | SCHWAB STRATEGIC TR | 816K | $18M | 4.9% | +15% |
| 8 | DFAS | DIMENSIONAL ETF TRUST | 162K | $11M | 3.2% | +8% |
| 9 | DFAT | DIMENSIONAL ETF TRUST | 154K | $10M | 2.7% | +7% |
| 10 | VV | VANGUARD INDEX FDS | 21K | $6M | 1.8% | −2% |
§ 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 $310 million in assets. The fund runs a portfolio of 52 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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