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MLG Wealth Management DBA Pine Grove Financial Group’s Dimensional US Small Cap ETF DFAS Stock Holding History

MLG Wealth Management DBA Pine Grove Financial Group’s Portfolio DFAS Stock Details DFAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$4.04M Buy
+57,989
New +$4M 0.49% 45

Other funds holding DFAS

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MT
Midwest Trust Overland Park, Kansas $8.83B AUM 27.45% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

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

MLG Wealth Management DBA Pine Grove Financial Group opened a new position in Dimensional US Small Cap ETF (DFAS) in Q4 2025: 57,989 shares worth $4.04M. The stake represents 0.49% of the portfolio and ranks #45 among its holdings.

870 funds tracked by Wall St. Rank hold DFAS as of Q4 2025.

  • MLG Wealth Management DBA Pine Grove Financial Group held 57,989 shares of Dimensional US Small Cap ETF worth $4.04M as of Q4 2025.
  • Dimensional US Small Cap ETF was a new MLG Wealth Management DBA Pine Grove Financial Group position in Q4 2025.
  • Dimensional US Small Cap ETF made up 0.49% of MLG Wealth Management DBA Pine Grove Financial Group's portfolio in Q4 2025, its #45 holding.
  • 870 funds tracked by Wall St. Rank held Dimensional US Small Cap 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.