Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Pioneer Wealth Management Group (CIK 1973339) reported $356.5M across 50 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFAU ($73.6M, 20.64%), DFAI ($55.4M, 15.53%), SCHZ ($46.4M, 13.02%), VCIT ($29.7M, 8.32%), DFCF ($26.7M, 7.50%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAU | DIMENSIONAL ETF TRUST | $73.6M | 20.64% | 1.6M | Added |
| 2 | DFAI | DIMENSIONAL ETF TRUST | $55.4M | 15.53% | 1.4M | Added |
| 3 | SCHZ | SCHWAB STRATEGIC TR | $46.4M | 13.02% | 2.0M | Added |
| 4 | VCIT | VANGUARD SCOTTSDALE FDS | $29.7M | 8.32% | 358,447 | Added |
| 5 | DFCF | DIMENSIONAL ETF TRUST | $26.7M | 7.50% | 633,465 | Added |
| 6 | DFAE | DIMENSIONAL ETF TRUST | $22.4M | 6.29% | 662,686 | Added |
| 7 | SCHH | SCHWAB STRATEGIC TR | $17.5M | 4.92% | 815,731 | Added |
| 8 | DFAS | DIMENSIONAL ETF TRUST | $11.5M | 3.22% | 161,544 | Added |
| 9 | DFAT | DIMENSIONAL ETF TRUST | $9.6M | 2.69% | 153,733 | Added |
| 10 | VV | VANGUARD INDEX FDS | $6.3M | 1.78% | 21,206 | Trimmed |
| 11 | TFLO | ISHARES TR | $6.1M | 1.72% | 121,028 | Added |
| 12 | BIL | SPDR SERIES TRUST | $4.1M | 1.14% | 44,426 | Added |
| 13 | VTV | VANGUARD INDEX FDS | $4.0M | 1.11% | 20,154 | Added |
| 14 | SCHE | SCHWAB STRATEGIC TR | $3.7M | 1.03% | 111,448 | Added |
| 15 | SCHF | SCHWAB STRATEGIC TR | $3.6M | 1.02% | 146,393 | Trimmed |
| 16 | DFAC | DIMENSIONAL ETF TRUST | $3.5M | 0.99% | 90,597 | Added |
| 17 | ESGU | ISHARES TR | $2.9M | 0.81% | 20,338 | Added |
| 18 | ESGD | ISHARES TR | $2.3M | 0.63% | 23,656 | Trimmed |
| 19 | VNQ | VANGUARD INDEX FDS | $2.1M | 0.60% | 24,064 | Added |
| 20 | VBR | VANGUARD INDEX FDS | $1.9M | 0.54% | 8,851 | Trimmed |
| 21 | BND | VANGUARD BD INDEX FDS | $1.9M | 0.54% | 26,318 | Added |
| 22 | NUEM | NUSHARES ETF TR | $1.9M | 0.54% | 52,076 | Added |
| 23 | VB | VANGUARD INDEX FDS | $1.8M | 0.50% | 6,869 | Trimmed |
| 24 | AAPL | APPLE INC | $1.7M | 0.48% | 6,708 | Trimmed |
| 25 | NUSC | NUSHARES ETF TR | $1.5M | 0.41% | 32,445 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31