The Analysis of Pioneer Wealth Management Group's Holdings
Currently, Pioneer Wealth Management Group holds 53 types of securities in its portfolio with a total value $329.4M. In the most recent quarter, they have increased their positions in DFCF (+416.5K shares, valued at $17.7M), DFAU (+69.2K shares, valued at $3.2M), DFAI (+63.5K shares, valued at $2.4M); decreased their positions in SCHZ (-581.4K shares, valued at $13.6M), AAPL (-1.7K shares, valued at $452.1K), VEU (-6.1K shares, valued at $445.9K); initiated new positions in DFIP (+25.3K shares, valued at $1.1M), DFAR (+24.2K shares, valued at $553.7K), DFSD (+8.3K shares, valued at $400.4K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DFAU DIMENSIONAL ETF TRUST1.5M shares4.91%2025-12-312026-01-12
DFAI DIMENSIONAL ETF TRUST1.3M shares5.05%2025-12-312026-01-12 SCHZ SCHWAB STRATEGIC TR1.8M shares-24.27%2025-12-312026-01-12 VCIT VANGUARD SCOTTSDALE FDS334.6K shares5.49%2025-12-312026-01-12 DFCF DIMENSIONAL ETF TRUST596.5K shares231.52%2025-12-312026-01-12 DFAE DIMENSIONAL ETF TRUST611.8K shares1.47%2025-12-312026-01-12 SCHH SCHWAB STRATEGIC TR709.7K shares1.89%2025-12-312026-01-12 DFAS DIMENSIONAL ETF TRUST150.2K shares6.39%2025-12-312026-01-12 DFAT DIMENSIONAL ETF TRUST144.0K shares5.65%2025-12-312026-01-12 VV VANGUARD INDEX FDS21.7K shares-0.97%2025-12-312026-01-12 VTV VANGUARD INDEX FDS20.1K shares1.12%2025-12-312026-01-12 SCHE SCHWAB STRATEGIC TR111.0K shares8.36%2025-12-312026-01-12 BIL SPDR SERIES TRUST39.1K shares10.93%2025-12-312026-01-12 SCHF SCHWAB STRATEGIC TR147.5K shares7.78%2025-12-312026-01-12 DFAC DIMENSIONAL ETF TRUST81.5K shares0.09%2025-12-312026-01-12 ESGU ISHARES TR19.0K shares5.47%2025-12-312026-01-12 ESGD ISHARES TR25.9K shares5.80%2025-12-312026-01-12 AAPL APPLE INC8.6K shares-16.22%2025-12-312026-01-12 VNQ VANGUARD INDEX FDS24.0K shares2.71%2025-12-312026-01-12 VBR VANGUARD INDEX FDS8.9K shares2.23%2025-12-312026-01-12 VB VANGUARD INDEX FDS7.2K shares-4.44%2025-12-312026-01-12 NUEM NUSHARES ETF TR51.5K shares0.47%2025-12-312026-01-12 BND VANGUARD BD INDEX FDS24.4K shares9.02%2025-12-312026-01-12 NUSC NUSHARES ETF TR33.7K shares4.46%2025-12-312026-01-12 VEU VANGUARD INTL EQUITY INDEX F18.1K shares-25.10%2025-12-312026-01-12 VEA VANGUARD TAX-MANAGED FDS20.0K shares0.66%2025-12-312026-01-12 TFLO ISHARES TR22.3K shares6.26%2025-12-312026-01-12 PTL NORTHERN LTS FD TR IV4.5K shares-0.40%2025-12-312026-01-12 DFIP DIMENSIONAL ETF TRUST25.3K sharesnew addition2025-12-312026-01-12 VGIT VANGUARD SCOTTSDALE FDS16.1K shares4.57%2025-12-312026-01-12 VTI VANGUARD INDEX FDS2.8K shares-16.09%2025-12-312026-01-12 CEFA GLOBAL X FDS18.5K shares-0.62%2025-12-312026-01-12 ITOT ISHARES TR4.0K shares0.00%2025-12-312026-01-12 NVDA NVIDIA CORPORATION3.0K shares1.90%2025-12-312026-01-12 DFAR DIMENSIONAL ETF TRUST24.2K sharesnew addition2025-12-312026-01-12 VWO VANGUARD INTL EQUITY INDEX F9.9K shares0.11%2025-12-312026-01-12 DFIC DIMENSIONAL ETF TRUST14.6K shares0.00%2025-12-312026-01-12 UNP UNION PAC CORP2.0K shares0.00%2025-12-312026-01-12 NSC NORFOLK SOUTHN CORP1.4K shares0.00%2025-12-312026-01-12 ALPHABET INC ALPHABET INC1.3K shares23.41%2025-12-312026-01-12 CRM SALESFORCE INC1.5K shares-2.48%2025-12-312026-01-12 DFSD DIMENSIONAL ETF TRUST8.3K sharesnew addition2025-12-312026-01-12 MSFT MICROSOFT CORP780 shares0.00%2025-12-312026-01-12 IBD NORTHERN LTS FD TR IV14.9K shares3.71%2025-12-312026-01-12 DUHP DIMENSIONAL ETF TRUST9.3K sharesnew addition2025-12-312026-01-12 VIG VANGUARD SPECIALIZED FUNDS1.6K shares-10.96%2025-12-312026-01-12 TPSC TIMOTHY PLAN7.0K shares-3.06%2025-12-312026-01-12 VTEB VANGUARD MUN BD FDS5.6K shares9.97%2025-12-312026-01-12 VGT VANGUARD WORLD FD359 shares0.00%2025-12-312026-01-12 LQD ISHARES TR2.4K shares-1.95%2025-12-312026-01-12 DFLV DIMENSIONAL ETF TRUST6.3K shares0.00%2025-12-312026-01-12 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available