Pioneer Wealth Management Group
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 11, 2024), Pioneer Wealth Management Group reported 39 stock positions worth $174.9 million. Its top holding was Dimensional US Core Equity M (DFAU) at 19.1% of the portfolio, followed by Dimensional International (DFAI, 13.9%) and Schwab US Aggregate Bond ETF (SCHZ, 7.6%). Compared with Q4 2023, it opened 3 new positions, sold out of 1, added to 11 and reduced 21. The biggest buy was a new position in Dimensional Core Fixed (DFCF) and the biggest sale Schwab US Aggregate Bond ETF (SCHZ, shares −38%).
- Most Recent 13F
- Q2 2026
- Location
- AUSTIN, TX
- CIK
- 0001973339
- Portfolio Value
- $174.9M (Q1 2024)
- SEC Filing
- 0001085146-24-001717 ↗ filed Apr 11, 2024
Holdings Value
Holdings 39 stocks · $174.9M
| DFAU Dimensional US Core Equity M | 19.11% | 914,839 | $33.4M | Add +16.4% |
| DFAI Dimensional International Co. | 13.91% | 805,188 | $24.3M | Add +16.1% |
| SCHZ Schwab US Aggregate Bond ETF | 7.57% | 288,019 | $13.2M | Reduce -37.9% |
| BSV Vanguard Short-Term Bond ETF | 6.74% | 153,767 | $11.8M | Reduce -27.6% |
| VCSH Vanguard S/T Corp. Bond ETF | 5.80% | 131,154 | $10.1M | Add +4.9% |
| DFAE Dimensional Emerging Core Eq | 5.20% | 368,000 | $9.1M | Add +13.1% |
| DFCF Dimensional Core Fixed Inc. | 5.18% | 215,981 | $9.1M | New |
| SCHH Schwab US REIT ETF | 5.15% | 444,090 | $9.0M | Add +6.0% |
| VCIT Vanguard Int-Term Corporate | 4.23% | 91,976 | $7.4M | Add +0.1% |
| DFSD Dimensional Short Duration | 2.93% | 108,820 | $5.1M | New |
| DFAS Dimensional US Small Cap ETF | 2.92% | 81,816 | $5.1M | Add +10.1% |
| DFAT Dimensional US Target Value | 2.57% | 82,748 | $4.5M | Add +43.6% |
| VTV Vanguard Mrngstr Val ETF-Aui | 2.38% | 25,550 | $4.2M | Reduce -10.3% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 2.28% | 16,631 | $4.0M | Reduce -28.1% |
| SCHF Schwab Intl Equity ETF | 1.78% | 79,839 | $3.1M | Reduce -30.3% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 1.68% | 116,049 | $2.9M | Reduce -9.6% |
| DFAC Dimensional US Core Equity 2 | 1.04% | 56,899 | $1.8M | Reduce -5.0% |
| ESGD iShares Trust iShares ESG Aw | 1.02% | 22,256 | $1.8M | Add +3.0% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.00% | 7,649 | $1.7M | Reduce -16.3% |
| ESGU iShares ESG Aware MSCI USA | 0.90% | 13,657 | $1.6M | Reduce -6.5% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.88% | 8,026 | $1.5M | Reduce -45.1% |
| VNQ Vanguard Real Estate ETF | 0.80% | 16,256 | $1.4M | Reduce -11.1% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.66% | 12,512 | $1.1M | New |
| NUSC Nuveen ESG Small-Cap ETF | 0.58% | 24,515 | $1.0M | Reduce -4.4% |
| VOO Vanguard S&P 500 ETF | 0.57% | 2,059 | $990K | Reduce -0.2% |
| NUEM Nuveen ESG Emerging Markets | 0.56% | 35,565 | $978K | Add +3.3% |
| VEU Vanguard Ftse All-World Ex-U | 0.37% | 10,949 | $642K | Reduce -0.5% |
| BND Vanguard Total Bond Market | 0.32% | 7,759 | $564K | Add +0.5% |
| VEA Vanguard Ftse Developed ETF | 0.24% | 8,458 | $424K | Reduce -16.7% |
| SCZ iShares MSCI Eafe Small-Cap | 0.23% | 6,301 | $399K | Reduce -35.5% |
| VWO Vanguard Ftse Emerging Marke | 0.22% | 9,346 | $390K | Reduce -2.3% |
| VIG Vanguard Dividend Apprec ETF | 0.16% | 1,540 | $281K | Reduce -2.0% |
| IEI iShares 3-7 Year Treasury Bo | 0.16% | 2,346 | $272K | Reduce -7.0% |
| DD Dupont DE Nemours Inc. | 0.15% | 3,485 | $267K | No change |
| DOW Dow Inc. | 0.15% | 4,495 | $260K | No change |
| CRM Salesforce Inc. | 0.15% | 856 | $258K | Reduce -6.9% |
| CTVA Corteva Inc. | 0.15% | 4,433 | $256K | No change |
| HD Home Depot Inc. | 0.15% | 664 | $255K | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.14% | 925 | $240K | Reduce -7.9% |
Portfolio Sells Q4 2023 → Q1 2024
| SCHZ Schwab US Aggregate Bond ETF | Reduce -37.9% | 7.57% | −5.89 |
| BSV Vanguard Short-Term Bond ETF | Reduce -27.6% | 6.74% | −3.44 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -28.1% | 2.28% | −0.86 |
| SCHF Schwab Intl Equity ETF | Reduce -30.3% | 1.78% | −0.85 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -45.1% | 0.88% | −0.76 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Reduce -9.6% | 1.68% | −0.31 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -10.3% | 2.38% | −0.27 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -16.3% | 1.00% | −0.21 |
| VNQ Vanguard Real Estate ETF | Reduce -11.1% | 0.80% | −0.20 |
| SCZ iShares MSCI Eafe Small-Cap | Reduce -35.5% | 0.23% | −0.15 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Sold out | 0.00% | −0.14 |
| VEA Vanguard Ftse Developed ETF | Reduce -16.7% | 0.24% | −0.06 |
| ESGU iShares ESG Aware MSCI USA | Reduce -6.5% | 0.90% | −0.06 |
| DFAC Dimensional US Core Equity 2 | Reduce -5.0% | 1.04% | −0.05 |
| NUSC Nuveen ESG Small-Cap ETF | Reduce -4.4% | 0.58% | −0.04 |
| IEI iShares 3-7 Year Treasury Bo | Reduce -7.0% | 0.16% | −0.03 |
| VWO Vanguard Ftse Emerging Marke | Reduce -2.3% | 0.22% | −0.02 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -0.5% | 0.37% | −0.02 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -7.9% | 0.14% | −0.01 |
| VIG Vanguard Dividend Apprec ETF | Reduce -2.0% | 0.16% | −0.01 |
| CRM Salesforce Inc. | Reduce -6.9% | 0.15% | −0.00 |
| VOO Vanguard S&P 500 ETF | Reduce -0.2% | 0.57% | +0.00 |
Portfolio Buys Q4 2023 → Q1 2024
| DFCF Dimensional Core Fixed Inc. | New | 5.18% | +5.18 |
| DFSD Dimensional Short Duration | New | 2.93% | +2.93 |
| DFAU Dimensional US Core Equity M | Add +16.4% | 19.11% | +2.84 |
| DFAI Dimensional International Co. | Add +16.1% | 13.91% | +1.55 |
| DFAT Dimensional US Target Value | Add +43.6% | 2.57% | +0.70 |
| BIL SS SPDR BB 1-3M T-Bill ETF | New | 0.66% | +0.66 |
| DFAE Dimensional Emerging Core Eq | Add +13.1% | 5.20% | +0.32 |
| DFAS Dimensional US Small Cap ETF | Add +10.1% | 2.92% | +0.16 |
| ESGD iShares Trust iShares ESG Aw | Add +3.0% | 1.02% | +0.00 |
| NUEM Nuveen ESG Emerging Markets | Add +3.3% | 0.56% | −0.02 |
| BND Vanguard Total Bond Market | Add +0.5% | 0.32% | −0.03 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +4.9% | 5.80% | −0.23 |
| SCHH Schwab US REIT ETF | Add +6.0% | 5.15% | −0.25 |
| VCIT Vanguard Int-Term Corporate | Add +0.1% | 4.23% | −0.42 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 55 | $413.9M | DFAU, DFAI, SCHZ, VCIT, DFCF |
| Q1 2026 | 50 | $356.5M | DFAU, DFAI, SCHZ, VCIT, DFCF |
| Q4 2025 | 53 | $329.4M | DFAU, DFAI, SCHZ, VCIT, DFCF |
| Q3 2025 | 52 | $309.8M | DFAU, SCHZ, DFAI, VCIT, DFAE |
| Q2 2025 | 45 | $269.7M | DFAU, SCHZ, DFAI, VCIT, DFAE |
| Q1 2025 | 38 | $232.2M | DFAU, SCHZ, DFAI, VCIT, DFAE |
| Q3 2024 | 42 | $209.7M | DFAU, DFAI, SCHZ, DFAE, SCHH |
| Q2 2024 | 40 | $188.3M | DFAU, DFAI, SCHZ, BSV, VCSH |
| Q1 2024 | 39 | $174.9M | DFAU, DFAI, SCHZ, BSV, VCSH |