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MLG Wealth Management DBA Pine Grove Financial Group’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

MLG Wealth Management DBA Pine Grove Financial Group’s Portfolio DFAC Stock Details DFAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$21.4M Buy
+539,324
New +$21.1M 2.58% 13

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FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

MLG Wealth Management DBA Pine Grove Financial Group's DFAC Position: Q4 2025 in Review

MLG Wealth Management DBA Pine Grove Financial Group opened a new position in Dimensional US Core Equity 2 ETF (DFAC) in Q4 2025: 539,324 shares worth $21.4M. The stake represents 2.58% of the portfolio and ranks #13 among its holdings.

1,157 funds tracked by Wall St. Rank hold DFAC as of Q4 2025.

  • MLG Wealth Management DBA Pine Grove Financial Group held 539,324 shares of Dimensional US Core Equity 2 ETF worth $21.4M as of Q4 2025.
  • Dimensional US Core Equity 2 ETF was a new MLG Wealth Management DBA Pine Grove Financial Group position in Q4 2025.
  • Dimensional US Core Equity 2 ETF made up 2.58% of MLG Wealth Management DBA Pine Grove Financial Group's portfolio in Q4 2025, its #13 holding.
  • 1,157 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q4 2025.

Based on MLG Wealth Management DBA Pine Grove Financial Group's 13F filing for Q4 2025, filed 25 Aug 2026.