Pioneer Wealth Management Group Purchases in Q1 2025

Pioneer Wealth Management Group

  • $232 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
1.42M
+ 259.68%
$22.46 - $23.26 $31.9M - $33M
1.97M $45.5B
VCIT
Vanguard Intermediate Term Cor

ETFs
137K
+ 100.67%
$79.17 - $82.04 $10.8M - $11.2M
273K $22.3B
DFAU
Dimensional ETF Tr

ETFs
179K
+ 17.48%
$37.84 - $42.29 $6.78M - $7.58M
1.2M $46.3B
DFAI
Dimensional ETF Tr

ETFs
184K
+ 20.03%
$28.88 - $32.4 $5.33M - $5.97M
1.11M $34.5B
DFAE
Dimensional ETF Tr

ETFs
109K
+ 24.57%
$24.64 - $26.86 $2.68M - $2.92M
552K $14.3B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
38.8K
+ 56.86%
$32.42 - $36.13 $1.26M - $1.4M
107K $3.53B
BND
Vanguard Bd Index Fd Inc Total

ETFs
12K
+ 168.86%
$71.17 - $73.66 $851K - $881K
19K $1.4B
DFAT
Dimensional ETF Tr U S Target

ETFs
20.8K
+ 21.15%
$50.44 - $58.1 $1.05M - $1.21M
119K $6.12B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.21K
New
$442.66 - $534.52 $534K - $645K
1.21K $642M
TFLO
Ishares Treasury Floating Rate

ETFs
10.4K
+ 68.82%
$50.48 - $50.68 $526K - $528K
25.6K $1.29B
DFIC
Dimensional ETF Tr Dimensional

ETFs
14.6K
New
$25.54 - $28.79 $373K - $421K
14.6K $406M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
57.4K
+ 11.35%
$20.2 - $22.24 $1.16M - $1.28M
563K $12.1B
Northern Lts Fd Tr Iv
1.83K
New
N/A
1.83K $376M
CEFA
Global X Fds
9.24K
New
$29.76 - $32.81 $275K - $303K
9.24K $310M
VNQ
Vanguard Specialized Funds Van

ETFs
3.86K
+ 22.99%
$85.55 - $94.34 $330K - $364K
20.6K $1.87B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.31K
New
$95.85 - $99.25 $221K - $229K
2.31K $228M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
2K
New
$96.18 - $109.82 $192K - $220K
2K $205M
DFSV
Dimensional ETF Tr Dimensional

ETFs
7.18K
New
$27.56 - $32.1 $198K - $230K
7.18K $202M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
2.14K
+ 15.45%
$120.24 - $134.3 $257K - $288K
16K $1.95B
ESGD
Ishares Trust Ishares Esg Awar

ETFs
2.87K
+ 12.56%
$75.32 - $84.77 $216K - $243K
25.7K $2.1B
VEU
Vanguard Ftse All World Ex Us

ETFs
3.24K
+ 20.78%
$56.51 - $62.98 $183K - $204K
18.9K $1.14B
VTI
Vanguard Total Stock Market Et

ETFs
452
+ 19.42%
$271.18 - $303.12 $123K - $137K
2.78K $764M
NUSC
Nuveen Esg Small Cap ETF

ETFs
5.17K
+ 21.09%
$37.9 - $43.9 $196K - $227K
29.7K $1.14B
NUEM
Nuveen Esg Emerging Markets Eq

ETFs
4.68K
+ 11.9%
$28.11 - $30.42 $132K - $142K
44K $1.29B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
67K
+ 94.06%
$18.36 - $20.51 $1.23M - $1.37M
138K $2.73B
Activity Summary
Buys All Purchases 26 New Holdings 7 Increased Positions 19 Sells All Sells 12 Reductions 12 Sold out 0 Options Calls 0 Puts 0
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