Pioneer Wealth Management Group Incresed Positions in Q2 2025

Pioneer Wealth Management Group

  • $270 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DFAU
Dimensional ETF Tr

ETFs
96.9K
+ 8.05%
$34.04 - $42.36 $3.3M - $4.11M
1.3M $55.1B
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
261K
+ 13.29%
$22.68 - $23.28 $5.92M - $6.08M
2.23M $51.7B
DFAI
Dimensional ETF Tr

ETFs
36.6K
+ 3.31%
$28.02 - $34.71 $1.03M - $1.27M
1.14M $39.5B
VV
Vanguard Large Cap ETF

ETFs
8.45K
+ 62.79%
$228.25 - $285.3 $1.93M - $2.41M
21.9K $6.25B
DFAE
Dimensional ETF Tr

ETFs
17.1K
+ 3.11%
$22.87 - $28.95 $392K - $496K
569K $16.5B
VCIT
Vanguard Intermediate Term Cor

ETFs
16.1K
+ 5.89%
$79.56 - $82.92 $1.28M - $1.33M
289K $24B
DFAS
Dimensional ETF Tr U S Small C

ETFs
8.14K
+ 6.77%
$52.31 - $63.72 $426K - $518K
128K $8.17B
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
49.7K
+ 8.83%
$18.94 - $21.67 $941K - $1.08M
613K $13B
VBR
Vanguard Small Cap Value ETF

ETFs
4.03K
+ 63.97%
$162.76 - $195.77 $656K - $789K
10.3K $2.01B
VEU
Vanguard Ftse All World Ex Us

ETFs
10.6K
+ 56.32%
$54.19 - $67.22 $575K - $714K
29.5K $1.98B
SCHE
Schwab Strategic Tr Us Emergin

ETFs
13.5K
+ 14.78%
$24.38 - $30.18 $329K - $407K
105K $3.16B
VEA
Vanguard Ftse Developed Market

ETFs
8.2K
+ 85.22%
$45.65 - $57.01 $374K - $468K
17.8K $1.02B
Northern Lts Fd Tr Iv
1.68K
+ 92.07%
N/A
3.51K $805M
DFAT
Dimensional ETF Tr U S Target

ETFs
2.26K
+ 1.9%
$44.8 - $53.97 $101K - $122K
121K $6.54B
ESGU
Ishares Trust Ishares Esg Awar

ETFs
1.41K
+ 8.82%
$108.06 - $135.3 $152K - $191K
17.4K $2.36B
NUEM
Nuveen Esg Emerging Markets Eq

ETFs
4.74K
+ 10.78%
$25.97 - $33.21 $123K - $157K
48.7K $1.62B
CEFA
Global X Fds
7.09K
+ 76.75%
$28.37 - $34.48 $201K - $244K
16.3K $561M
NUSC
Nuveen Esg Small Cap ETF

ETFs
2.67K
+ 8.99%
$33.38 - $40.81 $89K - $109K
32.3K $1.32B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
3K
+ 51.35%
$39.89 - $49.46 $120K - $148K
8.84K $437M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
225
+ 55.97%
$456.74 - $568.03 $103K - $128K
627 $356M
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.91K
+ 10.02%
$72.02 - $73.82 $137K - $141K
20.9K $1.54B
VNQ
Vanguard Specialized Funds Van

ETFs
1.71K
+ 8.27%
$79.79 - $91.42 $136K - $156K
22.3K $1.99B
VTI
Vanguard Total Stock Market Et

ETFs
86
+ 3.09%
$243.75 - $303.93 $21K - $26.1K
2.87K $871M
HD
Home Depot, Inc.

Consumer Cyclical
36
+ 6.08%
$335.24 - $380.78 $12.1K - $13.7K
628 $230M
Activity Summary
Buys All Purchases 36 New Holdings 11 Increased Positions 25 Sells All Sells 7 Reductions 7 Sold out 0 Options Calls 0 Puts 0
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