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 Q3	$462K	Buy	9,552 +52	+0.5%	+$2.5K	0.04%	144
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

AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return

Five Oceans Advisors Santa Monica, California $262M AUM 20.58% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return

Retirement Solution Redmond, Washington $526M AUM 15.98% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return

Schoolcraft Capital Boulder, Colorado $568M AUM 14.1% 1-Year Est. Return

Allodium Investment Consultants Minneapolis, Minnesota $244M AUM 9.62% 1-Year Est. Return

RAM Investment Partners Bellevue, Washington $631M AUM 11.73% 1-Year Est. Return

Pine Grove Financial Group's DFSE Position: Q3 2026 in Review

Pine Grove Financial Group increased its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) stake by 0.55% in Q3 2026, buying an estimated $2.5K and bringing the position to 9,552 shares worth $462K. The position accounts for 0.04% of the portfolio, ranked #144.

Pine Grove Financial Group first reported a position in DFSE in Q4 2025 and has held it in 4 quarters since. The position peaked at $464K in Q2 2026. 59 funds tracked by Wall St. Rank hold DFSE as of Q3 2026.

Pine Grove Financial Group held 9,552 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $462K as of Q3 2026.
Pine Grove Financial Group bought 52 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q3 2026, an estimated $2.5K.
Dimensional Emerging Markets Sustainability Core 1 ETF made up 0.04% of Pine Grove Financial Group's portfolio in Q3 2026, its #144 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 4 quarters since.
Pine Grove Financial Group's Dimensional Emerging Markets Sustainability Core 1 ETF position peaked at $464K in Q2 2026.
59 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q3 2026.

Based on Pine Grove Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.