Pioneer Wealth Management Group
CIK 1973339 · Holdings on Jun 30, 2026 · First reported Jul 7, 2026
Top ten holdings
Q2 2026- DFAU21.51%
- DFAI15.12%
- SCHZ12.57%
- VCIT7.81%
- DFCF6.76%
- DFAE6.52%
- SCHH5.05%
- DFAS3.47%
- DFAT2.81%
- VV1.70%
Share classes counted separately83.32%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- DFAUWeight increased · +0.87 pp20.64% → 21.51%Shares +91.68K (+5.62%)
- DFCFWeight decreased · -0.74 pp7.50% → 6.76%Shares +29.62K (+4.68%)
- VCITWeight decreased · -0.51 pp8.32% → 7.81%Shares +32.91K (+9.18%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | DFAUDIMENSIONAL US CORE EQUITY MUS CORE EQT MKT View history and evidence | $89.03M | 21.51% | 1.72M shares | 20.64% → 21.51%+0.87 pp +91.68K (+5.62%) | Added | ▾ |
| 02 | DFAIDIMENSIONAL INTERNATIONAL COINTL CORE EQT MK View history and evidence | $62.60M | 15.12% | 1.52M shares | 15.53% → 15.12%-0.41 pp +96.80K (+6.81%) | Added | ▾ |
| 03 | SCHZSCHWAB US AGGREGATE BOND ETFUS AGGREGATE B View history and evidence | $52.03M | 12.57% | 2.25M shares | 13.02% → 12.57%-0.45 pp +249.49K (+12.48%) | Added | ▾ |
| 04 | VCITVANGUARD INT-TERM CORPORATEINT-TERM CORP View history and evidence | $32.35M | 7.81% | 391.36K shares | 8.32% → 7.81%-0.51 pp +32.91K (+9.18%) | Added | ▾ |
| 05 | DFCFDIMENSIONAL CORE FIXED INCCORE FIXE IN ETF View history and evidence | $27.99M | 6.76% | 663.08K shares | 7.50% → 6.76%-0.74 pp +29.62K (+4.68%) | Added | ▾ |
| 06 | DFAEDIMENSIONAL EMERGING CORE EQEMGR CRE EQT MNG View history and evidence | $27.00M | 6.52% | 671.54K shares | 6.29% → 6.52%+0.23 pp +8.85K (+1.34%) | Added | ▾ |
| 07 | SCHHSCHWAB US REIT ETFUS REIT ETF View history and evidence | $20.91M | 5.05% | 883.19K shares | 4.92% → 5.05%+0.13 pp +67.46K (+8.27%) | Added | ▾ |
| 08 | DFASDIMENSIONAL US SMALL CAP ETFUS SMALL CAP ETF View history and evidence | $14.38M | 3.47% | 174.60K shares | 3.22% → 3.47%+0.25 pp +13.06K (+8.08%) | Added | ▾ |
| 09 | DFATDIMENSIONAL US TARGET VALUEUS TARGETED VLU View history and evidence | $11.61M | 2.81% | 166.16K shares | 2.69% → 2.81%+0.12 pp +12.43K (+8.08%) | Added | ▾ |
| 10 | VVVNGRD MRGSTR LRG-CAP ETF-USDLARGE CAP ETF View history and evidence | $7.04M | 1.70% | 20.48K shares | 1.78% → 1.70%-0.08 pp -731 (-3.45%) | Reduced | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1973339 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-07-07
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 413935618
}Research all 55 reported holdings.
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