Pine Grove Financial Group
DFSI icon

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

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
2026
Q3 		$941K Buy
20,836
+72
+0.3% +$3.33K 0.09% 99
2026
Q2 		$936K Buy
20,764
+214
+1% +$9.6K 0.09% 97
2026
Q1 		$871K Buy
20,550
+77
+0.4% +$3.41K 0.1% 92
2025
Q4 		$877K Buy
+20,473
New +$852K 0.11% 84

Other funds holding DFSI

AWM Capital
AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return
Citrine Capital
Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return
Five Oceans Advisors
Five Oceans Advisors Santa Monica, California $262M AUM 20.58% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Elser Financial Planning
Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return
Allodium Investment Consultants
Allodium Investment Consultants Minneapolis, Minnesota $244M AUM 9.62% 1-Year Est. Return
Hill Island Financial
Hill Island Financial Grand Rapids, Michigan $481M AUM 18.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
RAM Investment Partners
RAM Investment Partners Bellevue, Washington $631M AUM 11.73% 1-Year Est. Return

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

Pine Grove Financial Group increased its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 0.35% in Q3 2026, buying an estimated $3.33K and bringing the position to 20,836 shares worth $941K. The position accounts for 0.09% of the portfolio, ranked #99.

Pine Grove Financial Group first reported a position in DFSI in Q4 2025 and has held it in 4 quarters since. 68 funds tracked by Wall St. Rank hold DFSI as of Q3 2026.

  • Pine Grove Financial Group held 20,836 shares of Dimensional International Sustainability Core 1 ETF worth $941K as of Q3 2026.
  • Pine Grove Financial Group bought 72 Dimensional International Sustainability Core 1 ETF shares in Q3 2026, an estimated $3.33K.
  • Dimensional International Sustainability Core 1 ETF made up 0.09% of Pine Grove Financial Group's portfolio in Q3 2026, its #99 holding.
  • Pine Grove Financial Group first reported a position in Dimensional International Sustainability Core 1 ETF in Q4 2025 and has held it in 4 quarters since.
  • 68 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q3 2026.

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