Peapack-Gladstone Financial Corp’s Dimensional US Small Cap ETF DFAS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.41M	Sell	19,816 -35,134	-64%	-$2.58M	0.02%	369
2025 Q4	$3.83M	Buy	+54,950	New	+$3.79M	0.05%	266
2024 Q4	–	Sell	-7,855	Closed	-$509K	–	698
2024 Q3	$509K	Sell	7,855 -12,035	-61%	-$753K	0.01%	487
2024 Q2	$1.2M	Sell	19,890 -37,570	-65%	-$2.26M	0.02%	375
2024 Q1	$3.58M	Buy	+57,460	New	+$3.4M	0.06%	256

Other funds holding DFAS

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return

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

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return

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

RFP

Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.02B AUM 23.54% 1-Year Est. Return

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

Peapack-Gladstone Financial Corp reduced its Dimensional US Small Cap ETF (DFAS) stake by 64% in Q1 2026, selling an estimated $2.58M and leaving 19,816 shares worth $1.41M. The position accounts for 0.02% of the portfolio, ranked #369.

Peapack-Gladstone Financial Corp first reported a position in DFAS in Q1 2024 and has held it in 5 quarters since. The position peaked at $3.83M in Q4 2025. 879 funds tracked by Wall St. Rank hold DFAS as of Q1 2026.

Peapack-Gladstone Financial Corp held 19,816 shares of Dimensional US Small Cap ETF worth $1.41M as of Q1 2026.
Peapack-Gladstone Financial Corp sold 35,134 Dimensional US Small Cap ETF shares in Q1 2026, an estimated $2.58M.
Dimensional US Small Cap ETF made up 0.02% of Peapack-Gladstone Financial Corp's portfolio in Q1 2026, its #369 holding.
Peapack-Gladstone Financial Corp first reported a position in Dimensional US Small Cap ETF in Q1 2024 and has held it in 5 quarters since.
Peapack-Gladstone Financial Corp's Dimensional US Small Cap ETF position peaked at $3.83M in Q4 2025.
879 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q1 2026.

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