Pioneer Wealth Management Group Dimensional ETF Tr Transaction History
Pioneer Wealth Management Group
- $232 Billion
- Q1 2025
A detailed history of Pioneer Wealth Management Group transactions in Dimensional ETF Tr stock. As of the latest transaction made, Pioneer Wealth Management Group holds 1,204,564 shares of DFAU stock, worth $49.2 Million. This represents 19.94% of its overall portfolio holdings.
Number of Shares
1,204,564
Previous 1,025,308
17.48%
Holding current value
$49.2 Million
Previous $40.7 Billion
13.78%
% of portfolio
19.94%
Previous 19.41%
Shares
9 transactions
Others Institutions Holding DFAU
# of Institutions
505Shares Held
134MCall Options Held
30.6KPut Options Held
700-
Sequoia Financial Advisors, LLC5.63MShares$230 Million1.87% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$170 Million5.04% of portfolio
-
Aquire Wealth Advisors, LLC3.76MShares$154 Million44.46% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.53MShares$144 Million1.69% of portfolio
-
Modera Wealth Management, LLC3.52MShares$144 Million1.87% of portfolio