PGFG
DFSE

Pine Grove Financial Group’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History

Pine Grove Financial Group’s Portfolio DFSE Stock Details DFSE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$464K Buy
9,500
+38
+0.4% +$1.82K 0.05% 135
2026
Q1 		$401K Buy
9,462
+28
+0.3% +$1.23K 0.05% 133
2025
Q4 		$391K Buy
+9,434
New +$390K 0.05% 131

Other funds holding DFSE

AC
AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 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
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 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
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

Pine Grove Financial Group's DFSE Position: Q2 2026 in Review

Pine Grove Financial Group increased its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) stake by 0.4% in Q2 2026, buying an estimated $1.82K and bringing the position to 9,500 shares worth $464K. The position accounts for 0.05% of the portfolio, ranked #135.

Pine Grove Financial Group first reported a position in DFSE in Q4 2025 and has held it in 3 quarters since. 184 funds tracked by Wall St. Rank hold DFSE as of Q2 2026.

  • Pine Grove Financial Group held 9,500 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $464K as of Q2 2026.
  • Pine Grove Financial Group bought 38 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q2 2026, an estimated $1.82K.
  • Dimensional Emerging Markets Sustainability Core 1 ETF made up 0.05% of Pine Grove Financial Group's portfolio in Q2 2026, its #135 holding.
  • Pine Grove Financial Group first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q4 2025 and has held it in 3 quarters since.
  • 184 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q2 2026.

Based on Pine Grove Financial Group's 13F filing for Q2 2026, filed 2 Sep 2026.