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DFSI

MLG Wealth Management DBA Pine Grove Financial Group’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

MLG Wealth Management DBA Pine Grove Financial Group’s Portfolio DFSI Stock Details DFSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$877K Buy
+20,473
New +$852K 0.11% 84

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MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
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QFA
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FF
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Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
LAMNM
Longview Asset Management (New Mexico) Santa Fe, New Mexico $143M AUM 18.47% 1-Year Est. Return
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return

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

MLG Wealth Management DBA Pine Grove Financial Group opened a new position in Dimensional International Sustainability Core 1 ETF (DFSI) in Q4 2025: 20,473 shares worth $877K. The stake represents 0.11% of the portfolio and ranks #84 among its holdings.

216 funds tracked by Wall St. Rank hold DFSI as of Q4 2025.

  • MLG Wealth Management DBA Pine Grove Financial Group held 20,473 shares of Dimensional International Sustainability Core 1 ETF worth $877K as of Q4 2025.
  • Dimensional International Sustainability Core 1 ETF was a new MLG Wealth Management DBA Pine Grove Financial Group position in Q4 2025.
  • Dimensional International Sustainability Core 1 ETF made up 0.11% of MLG Wealth Management DBA Pine Grove Financial Group's portfolio in Q4 2025, its #84 holding.
  • 216 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 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.