Pioneer Wealth Management Group
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 12, 2024), Pioneer Wealth Management Group reported 40 stock positions worth $188.3 million. Its top holding was Dimensional US Core Equity M (DFAU) at 19.7% of the portfolio, followed by Dimensional International (DFAI, 13.6%) and Schwab US Aggregate Bond ETF (SCHZ, 8.0%). Compared with Q1 2024, it opened 3 new positions, sold out of 2, added to 22 and reduced 12. The biggest buy was Dimensional US Core Equity M (DFAU, shares +8%) and the biggest sale SS SPDR BB 1-3M T-Bill ETF (BIL, shares −53%).
- Most Recent 13F
- Q2 2026
- Location
- AUSTIN, TX
- CIK
- 0001973339
- Portfolio Value
- $188.3M (Q2 2024)
- SEC Filing
- 0001085146-24-002892 ↗ filed Jul 12, 2024
Holdings Value
Holdings 40 stocks · $188.3M
| DFAU Dimensional US Core Equity M | 19.69% | 988,871 | $37.1M | Add +8.1% |
| DFAI Dimensional International Co. | 13.59% | 862,331 | $25.6M | Add +7.1% |
| SCHZ Schwab US Aggregate Bond ETF | 8.04% | 332,007 | $15.1M | Add +15.3% |
| BSV Vanguard Short-Term Bond ETF | 6.91% | 169,665 | $13.0M | Add +10.3% |
| VCSH Vanguard S/T Corp. Bond ETF | 6.09% | 148,297 | $11.5M | Add +13.1% |
| DFAE Dimensional Emerging Core Eq | 5.67% | 413,003 | $10.7M | Add +12.2% |
| SCHH Schwab US REIT ETF | 5.19% | 489,759 | $9.8M | Add +10.3% |
| DFCF Dimensional Core Fixed Inc. | 4.89% | 221,501 | $9.2M | Add +2.6% |
| VCIT Vanguard Int-Term Corporate | 4.22% | 99,489 | $8.0M | Add +8.2% |
| DFAS Dimensional US Small Cap ETF | 3.04% | 95,318 | $5.7M | Add +16.5% |
| DFSD Dimensional Short Duration | 2.65% | 105,958 | $5.0M | Reduce -2.6% |
| DFAT Dimensional US Target Value | 2.52% | 91,508 | $4.7M | Add +10.6% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 2.17% | 16,373 | $4.1M | Reduce -1.6% |
| VTV Vanguard Mrngstr Val ETF-Aui | 2.04% | 23,951 | $3.8M | Reduce -6.3% |
| SCHF Schwab Intl Equity ETF | 1.58% | 77,514 | $3.0M | Reduce -2.9% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 1.52% | 107,775 | $2.9M | Reduce -7.1% |
| DFAC Dimensional US Core Equity 2 | 1.03% | 60,057 | $1.9M | Add +5.5% |
| ESGD iShares Trust iShares ESG Aw | 0.98% | 23,493 | $1.9M | Add +5.6% |
| ESGU iShares ESG Aware MSCI USA | 0.91% | 14,380 | $1.7M | Add +5.3% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.81% | 7,013 | $1.5M | Reduce -8.3% |
| VNQ Vanguard Real Estate ETF | 0.76% | 17,059 | $1.4M | Add +4.9% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.71% | 7,305 | $1.3M | Reduce -9.0% |
| NUEM Nuveen ESG Emerging Markets | 0.58% | 37,868 | $1.1M | Add +6.5% |
| TFLO iShares Treasury Floating Ra | 0.56% | 20,631 | $1.0M | New |
| NUSC Nuveen ESG Small-Cap ETF | 0.54% | 25,951 | $1.0M | Add +5.9% |
| VOO Vanguard S&P 500 ETF | 0.49% | 1,853 | $927K | Reduce -10.0% |
| VEU Vanguard Ftse All-World Ex-U | 0.34% | 10,938 | $641K | Reduce -0.1% |
| BND Vanguard Total Bond Market | 0.30% | 7,820 | $563K | Add +0.8% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.29% | 5,913 | $543K | Reduce -52.7% |
| VEA Vanguard Ftse Developed ETF | 0.24% | 9,177 | $454K | Add +8.5% |
| VTI VG Morningstar TS MKT ETF-US | 0.23% | 1,627 | $435K | Add +75.9% |
| CRM Salesforce Inc. | 0.23% | 1,668 | $429K | Add +94.9% |
| HD Home Depot Inc. | 0.20% | 1,111 | $382K | Add +67.3% |
| VWO Vanguard Ftse Emerging Marke | 0.20% | 8,684 | $380K | Reduce -7.1% |
| DD Dupont DE Nemours Inc. | 0.15% | 3,485 | $281K | No change |
| SCZ iShares MSCI Eafe Small-Cap | 0.14% | 4,375 | $270K | Reduce -30.6% |
| CTVA Corteva Inc. | 0.13% | 4,433 | $239K | No change |
| DOW Dow Inc. | 0.13% | 4,495 | $238K | No change |
| CATH Global X S&P 500 Ca Val ETF | 0.12% | 3,479 | $227K | New |
| XOM Exxon Mobil Corp. | 0.11% | 1,856 | $214K | New |
Portfolio Sells Q1 2024 → Q2 2024
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -52.7% | 0.29% | −0.37 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -6.3% | 2.04% | −0.34 |
| DFSD Dimensional Short Duration | Reduce -2.6% | 2.65% | −0.28 |
| SCHF Schwab Intl Equity ETF | Reduce -2.9% | 1.58% | −0.20 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -8.3% | 0.81% | −0.19 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -9.0% | 0.71% | −0.17 |
| VIG Vanguard Dividend Apprec ETF | Sold out | 0.00% | −0.16 |
| IEI iShares 3-7 Year Treasury Bo | Sold out | 0.00% | −0.16 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Reduce -7.1% | 1.52% | −0.15 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -1.6% | 2.17% | −0.11 |
| SCZ iShares MSCI Eafe Small-Cap | Reduce -30.6% | 0.14% | −0.08 |
| VOO Vanguard S&P 500 ETF | Reduce -10.0% | 0.49% | −0.07 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -0.1% | 0.34% | −0.03 |
| VWO Vanguard Ftse Emerging Marke | Reduce -7.1% | 0.20% | −0.02 |
Portfolio Buys Q1 2024 → Q2 2024
| DFAU Dimensional US Core Equity M | Add +8.1% | 19.69% | +0.58 |
| TFLO iShares Treasury Floating Ra | New | 0.56% | +0.56 |
| DFAE Dimensional Emerging Core Eq | Add +12.2% | 5.67% | +0.47 |
| SCHZ Schwab US Aggregate Bond ETF | Add +15.3% | 8.04% | +0.46 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +13.1% | 6.09% | +0.29 |
| BSV Vanguard Short-Term Bond ETF | Add +10.3% | 6.91% | +0.17 |
| DFAS Dimensional US Small Cap ETF | Add +16.5% | 3.04% | +0.13 |
| CATH Global X S&P 500 Ca Val ETF | New | 0.12% | +0.12 |
| XOM Exxon Mobil Corp. | New | 0.11% | +0.11 |
| VTI VG Morningstar TS MKT ETF-US | Add +75.9% | 0.23% | +0.09 |
| CRM Salesforce Inc. | Add +94.9% | 0.23% | +0.08 |
| HD Home Depot Inc. | Add +67.3% | 0.20% | +0.06 |
| SCHH Schwab US REIT ETF | Add +10.3% | 5.19% | +0.04 |
| NUEM Nuveen ESG Emerging Markets | Add +6.5% | 0.58% | +0.02 |
| ESGU iShares ESG Aware MSCI USA | Add +5.3% | 0.91% | +0.01 |
| VEA Vanguard Ftse Developed ETF | Add +8.5% | 0.24% | −0.00 |
| VCIT Vanguard Int-Term Corporate | Add +8.2% | 4.22% | −0.01 |
| DFAC Dimensional US Core Equity 2 | Add +5.5% | 1.03% | −0.01 |
| BND Vanguard Total Bond Market | Add +0.8% | 0.30% | −0.02 |
| ESGD iShares Trust iShares ESG Aw | Add +5.6% | 0.98% | −0.03 |
| NUSC Nuveen ESG Small-Cap ETF | Add +5.9% | 0.54% | −0.04 |
| VNQ Vanguard Real Estate ETF | Add +4.9% | 0.76% | −0.04 |
| DFAT Dimensional US Target Value | Add +10.6% | 2.52% | −0.05 |
| DFCF Dimensional Core Fixed Inc. | Add +2.6% | 4.89% | −0.29 |
| DFAI Dimensional International Co. | Add +7.1% | 13.59% | −0.32 |
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 |