Pioneer Wealth Management Group
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 7, 2024), Pioneer Wealth Management Group reported 42 stock positions worth $209.7 million. Its top holding was Dimensional US Core Equity M (DFAU) at 19.4% of the portfolio, followed by Dimensional International (DFAI, 14.0%) and Schwab US Aggregate Bond ETF (SCHZ, 12.4%). Compared with Q2 2024, it opened 2 new positions, added to 17 and reduced 19. The biggest buy was Schwab US Aggregate Bond ETF (SCHZ, shares +65%) and the biggest sale Vanguard Short-Term Bond ETF (BSV, shares −25%).
- Most Recent 13F
- Q2 2026
- Location
- AUSTIN, TX
- CIK
- 0001973339
- Portfolio Value
- $209.7M (Q3 2024)
- SEC Filing
- 0001085146-24-004666 ↗ filed Oct 7, 2024
Holdings Value
Holdings 42 stocks · $209.7M
| DFAU Dimensional US Core Equity M | 19.41% | 1,025,308 | $40.7M | Add +3.7% |
| DFAI Dimensional International Co. | 13.95% | 920,663 | $29.3M | Add +6.8% |
| SCHZ Schwab US Aggregate Bond ETF | 12.38% | 546,321 | $26.0M | Add +64.5% |
| DFAE Dimensional Emerging Core Eq | 5.79% | 443,120 | $12.1M | Add +7.3% |
| SCHH Schwab US REIT ETF | 5.59% | 505,686 | $11.7M | Add +3.3% |
| VCIT Vanguard Int-Term Corporate | 5.44% | 136,118 | $11.4M | Add +36.8% |
| BSV Vanguard Short-Term Bond ETF | 4.80% | 127,954 | $10.1M | Reduce -24.6% |
| DFCF Dimensional Core Fixed Inc. | 4.39% | 213,056 | $9.2M | Reduce -3.8% |
| VCSH Vanguard S/T Corp. Bond ETF | 4.07% | 107,465 | $8.5M | Reduce -27.5% |
| DFAS Dimensional US Small Cap ETF | 3.22% | 104,097 | $6.8M | Add +9.2% |
| DFAT Dimensional US Target Value | 2.60% | 98,106 | $5.5M | Add +7.2% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.92% | 23,067 | $4.0M | Reduce -3.7% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 1.92% | 15,271 | $4.0M | Reduce -6.7% |
| DFSD Dimensional Short Duration | 1.84% | 81,013 | $3.9M | Reduce -23.5% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 1.42% | 102,041 | $3.0M | Reduce -5.3% |
| SCHF Schwab Intl Equity ETF | 1.40% | 71,191 | $2.9M | Reduce -8.2% |
| DFAC Dimensional US Core Equity 2 | 1.12% | 68,218 | $2.3M | Add +13.6% |
| ESGD iShares Trust iShares ESG Aw | 0.92% | 22,840 | $1.9M | Reduce -2.8% |
| ESGU iShares ESG Aware MSCI USA | 0.83% | 13,862 | $1.7M | Reduce -3.6% |
| VNQ Vanguard Real Estate ETF | 0.78% | 16,779 | $1.6M | Reduce -1.6% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.68% | 6,052 | $1.4M | Reduce -13.7% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.66% | 6,893 | $1.4M | Reduce -5.6% |
| NUEM Nuveen ESG Emerging Markets | 0.58% | 39,325 | $1.2M | Add +3.9% |
| NUSC Nuveen ESG Small-Cap ETF | 0.50% | 24,491 | $1.0M | Reduce -5.6% |
| VEU Vanguard Ftse All-World Ex-U | 0.47% | 15,608 | $983K | Add +42.7% |
| VOO Vanguard S&P 500 ETF | 0.47% | 1,854 | $979K | Add +0.1% |
| TFLO iShares Treasury Floating Ra | 0.37% | 15,137 | $766K | Reduce -26.6% |
| VTI VG Morningstar TS MKT ETF-US | 0.31% | 2,327 | $659K | Add +43.0% |
| VEA Vanguard Ftse Developed ETF | 0.29% | 11,427 | $603K | Add +24.5% |
| BND Vanguard Total Bond Market | 0.25% | 7,081 | $532K | Reduce -9.4% |
| VWO Vanguard Ftse Emerging Marke | 0.23% | 10,182 | $487K | Add +17.3% |
| CRM Salesforce Inc. | 0.22% | 1,668 | $457K | No change |
| DD Dupont DE Nemours Inc. | 0.15% | 3,485 | $311K | No change |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.14% | 3,206 | $294K | Reduce -45.8% |
| HD Home Depot Inc. | 0.13% | 665 | $269K | Reduce -40.1% |
| CTVA Corteva Inc. | 0.12% | 4,433 | $261K | No change |
| XOM Exxon Mobil Corp. | 0.12% | 2,186 | $256K | Add +17.8% |
| DOW Dow Inc. | 0.12% | 4,495 | $246K | No change |
| CATH Global X S&P 500 Ca Val ETF | 0.12% | 3,515 | $244K | Add +1.0% |
| SCZ iShares MSCI Eafe Small-Cap | 0.10% | 3,209 | $217K | Reduce -26.6% |
| SPTI SS SPDR P Int Term TSY ETF | 0.10% | 6,916 | $201K | New |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.10% | 1,778 | $201K | New |
Portfolio Sells Q2 2024 → Q3 2024
| BSV Vanguard Short-Term Bond ETF | Reduce -24.6% | 4.80% | −2.11 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -27.5% | 4.07% | −2.02 |
| DFSD Dimensional Short Duration | Reduce -23.5% | 1.84% | −0.80 |
| DFCF Dimensional Core Fixed Inc. | Reduce -3.8% | 4.39% | −0.50 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -6.7% | 1.92% | −0.25 |
| TFLO iShares Treasury Floating Ra | Reduce -26.6% | 0.37% | −0.19 |
| SCHF Schwab Intl Equity ETF | Reduce -8.2% | 1.40% | −0.19 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -45.8% | 0.14% | −0.15 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -13.7% | 0.68% | −0.13 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -3.7% | 1.92% | −0.12 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Reduce -5.3% | 1.42% | −0.10 |
| ESGU iShares ESG Aware MSCI USA | Reduce -3.6% | 0.83% | −0.08 |
| HD Home Depot Inc. | Reduce -40.1% | 0.13% | −0.07 |
| ESGD iShares Trust iShares ESG Aw | Reduce -2.8% | 0.92% | −0.07 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -5.6% | 0.66% | −0.05 |
| BND Vanguard Total Bond Market | Reduce -9.4% | 0.25% | −0.05 |
| NUSC Nuveen ESG Small-Cap ETF | Reduce -5.6% | 0.50% | −0.04 |
| SCZ iShares MSCI Eafe Small-Cap | Reduce -26.6% | 0.10% | −0.04 |
| VNQ Vanguard Real Estate ETF | Reduce -1.6% | 0.78% | +0.02 |
Portfolio Buys Q2 2024 → Q3 2024
| SCHZ Schwab US Aggregate Bond ETF | Add +64.5% | 12.38% | +4.34 |
| VCIT Vanguard Int-Term Corporate | Add +36.8% | 5.44% | +1.21 |
| SCHH Schwab US REIT ETF | Add +3.3% | 5.59% | +0.39 |
| DFAI Dimensional International Co. | Add +6.8% | 13.95% | +0.36 |
| DFAS Dimensional US Small Cap ETF | Add +9.2% | 3.22% | +0.18 |
| VEU Vanguard Ftse All-World Ex-U | Add +42.7% | 0.47% | +0.13 |
| DFAE Dimensional Emerging Core Eq | Add +7.3% | 5.79% | +0.12 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | New | 0.10% | +0.10 |
| SPTI SS SPDR P Int Term TSY ETF | New | 0.10% | +0.10 |
| DFAC Dimensional US Core Equity 2 | Add +13.6% | 1.12% | +0.09 |
| VTI VG Morningstar TS MKT ETF-US | Add +43.0% | 0.31% | +0.08 |
| DFAT Dimensional US Target Value | Add +7.2% | 2.60% | +0.08 |
| VEA Vanguard Ftse Developed ETF | Add +24.5% | 0.29% | +0.05 |
| VWO Vanguard Ftse Emerging Marke | Add +17.3% | 0.23% | +0.03 |
| XOM Exxon Mobil Corp. | Add +17.8% | 0.12% | +0.01 |
| NUEM Nuveen ESG Emerging Markets | Add +3.9% | 0.58% | +0.01 |
| CATH Global X S&P 500 Ca Val ETF | Add +1.0% | 0.12% | −0.00 |
| VOO Vanguard S&P 500 ETF | Add +0.1% | 0.47% | −0.03 |
| DFAU Dimensional US Core Equity M | Add +3.7% | 19.41% | −0.29 |
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 |