Peapack-Gladstone Financial Corp’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Peapack-Gladstone Financial Corp’s Portfolio DFAC Stock Details DFAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.53M	Sell	116,665 -680	-0.6%	-$27.4K	0.06%	248
2025 Q4	$4.65M	Buy	117,345 +43,690	+59%	+$1.71M	0.06%	244
2025 Q3	$2.84M	Buy	73,655 +28,320	+62%	+$1.06M	0.04%	301
2025 Q2	$1.63M	Sell	45,335 -2,370	-5%	-$79.1K	0.02%	349
2025 Q1	$1.57M	Sell	47,705 -4,060	-8%	-$141K	0.02%	354
2024 Q4	$1.79M	Sell	51,765 -45,440	-47%	-$1.6M	0.03%	336
2024 Q3	$3.33M	Sell	97,205 -1,200	-1%	-$39.6K	0.05%	277
2024 Q2	$3.17M	Buy	98,405 +33,805	+52%	+$1.07M	0.05%	269
2024 Q1	$2.06M	Buy	64,600 +13,450	+26%	+$406K	0.03%	318
2023 Q4	$1.5M	Buy	+51,150	New	+$1.38M	0.03%	343

Other funds holding DFAC

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Greenspring Advisors Towson, Maryland $1.64B AUM

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

RWM

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Peapack-Gladstone Financial Corp's DFAC Position: Q1 2026 in Review

Peapack-Gladstone Financial Corp reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.58% in Q1 2026, selling an estimated $27.4K and leaving 116,665 shares worth $4.53M. The position accounts for 0.06% of the portfolio, ranked #248.

Peapack-Gladstone Financial Corp first reported a position in DFAC in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.65M in Q4 2025. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

Peapack-Gladstone Financial Corp held 116,665 shares of Dimensional US Core Equity 2 ETF worth $4.53M as of Q1 2026.
Peapack-Gladstone Financial Corp sold 680 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $27.4K.
Dimensional US Core Equity 2 ETF made up 0.06% of Peapack-Gladstone Financial Corp's portfolio in Q1 2026, its #248 holding.
Peapack-Gladstone Financial Corp first reported a position in Dimensional US Core Equity 2 ETF in Q4 2023 and has held it in 10 quarters since.
Peapack-Gladstone Financial Corp's Dimensional US Core Equity 2 ETF position peaked at $4.65M in Q4 2025.
1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Peapack-Gladstone Financial Corp's 13F filing for Q1 2026, filed 15 May 2026.