DFAE — DIMENSIONAL ETF TRUST

Ownership history in Pioneer Wealth Management Group  ·  11 quarters on record

This page tracks every 13F SEC filing in which Pioneer Wealth Management Group reported a position in DIMENSIONAL ETF TRUST (DFAE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
6.15% (2025 Q1)
Avg. % of fund
5.09%
First filed
2023 Q1
Last filed
2025 Q4
Quarters held
11
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 611,819 +8,877 +1.5% 6.05% $19.9M $32.57
2025 Q3 ADDED 602,942 +33,825 +5.9% 6.14% $19.0M $31.33
2025 Q2 ADDED 569,117 +17,141 +3.1% 6.11% $16.5M $28.56
2025 Q1 ADDED 551,976 +108,856 +24.6% 6.15% $14.3M $25.33
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DFAE price (monthly, adj. close)

Other funds also holding DFAE

As of 2025 Q4 — sorted by position size

Chico Wealth RIA 3Y 9.36% Aquire Wealth Advisors, LLC 3Y 9.16% Morling Financial Advisors, LLC 3Y 7.77% CPA Asset Management Group, LLC 3Y 7.67% RAM Investment Partners, LLC 7.59% Avondale Wealth Management 3Y 7Y 6.46% Great Point Wealth Advisors, LLC 3Y 7Y 6.4% Keyes, Stange & Wooten Wealth Management, LLC 6.01% Creative Capital Management Investments LLC 3Y 5.92% DEMMING FINANCIAL SERVICES CORP /ADV 5.78%
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