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DFSU

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

MLG Wealth Management DBA Pine Grove Financial Group’s Portfolio DFSU Stock Details DFSU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$2.71M Buy
+62,504
New +$2.68M 0.33% 53

Other funds holding DFSU

RS
Retirement Solution Redmond, Washington $511M AUM 22.6% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
LAMNM
Longview Asset Management (New Mexico) Santa Fe, New Mexico $143M AUM 18.47% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

MLG Wealth Management DBA Pine Grove Financial Group opened a new position in Dimensional US Sustainability Core 1 ETF (DFSU) in Q4 2025: 62,504 shares worth $2.71M. The stake represents 0.33% of the portfolio and ranks #53 among its holdings.

259 funds tracked by Wall St. Rank hold DFSU as of Q4 2025.

  • MLG Wealth Management DBA Pine Grove Financial Group held 62,504 shares of Dimensional US Sustainability Core 1 ETF worth $2.71M as of Q4 2025.
  • Dimensional US Sustainability Core 1 ETF was a new MLG Wealth Management DBA Pine Grove Financial Group position in Q4 2025.
  • Dimensional US Sustainability Core 1 ETF made up 0.33% of MLG Wealth Management DBA Pine Grove Financial Group's portfolio in Q4 2025, its #53 holding.
  • 259 funds tracked by Wall St. Rank held Dimensional US 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.