PGFC
DFAU icon

Peapack-Gladstone Financial Corp’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Peapack-Gladstone Financial Corp’s Portfolio DFAU Stock Details DFAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-9,000
Closed -$297K – 700
2021
Q4 		$297K Buy
+9,000
New +$289K 0.01% 559
2021
Q1 		– Sell
-21,000
Closed -$552K – 601
2020
Q4 		$552K Buy
+21,000
New +$539K 0.02% 299

Other funds holding DFAU

RS
Retirement Solution Redmond, Washington $511M AUM 22.6% 1-Year Est. Return
MWP
Meridian Wealth Partners Exton, Pennsylvania $826M AUM 21.35% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
PFM
Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 1-Year Est. Return
UWPG
Ullmann Wealth Partners Group Jacksonville Beach, Florida $1.1B AUM 21.23% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AWA
Aquire Wealth Advisors South Jordan, Utah $436M AUM 20.64% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return

Peapack-Gladstone Financial Corp's DFAU Position: Q1 2022 in Review

Peapack-Gladstone Financial Corp sold out of Dimensional US Core Equity Market ETF (DFAU) in Q1 2022, closing a stake of 9,000 shares — an estimated $297K sold.

Peapack-Gladstone Financial Corp first reported a position in DFAU in Q4 2020 and held it in 2 quarters. The position peaked at $552K in Q4 2020. 187 funds tracked by Wall St. Rank hold DFAU as of Q1 2022.

  • Peapack-Gladstone Financial Corp reported no remaining Dimensional US Core Equity Market ETF position as of Q1 2022 after selling out during the quarter.
  • Peapack-Gladstone Financial Corp sold 9,000 Dimensional US Core Equity Market ETF shares in Q1 2022, an estimated $297K.
  • Peapack-Gladstone Financial Corp first reported a position in Dimensional US Core Equity Market ETF in Q4 2020 and held it in 2 quarters.
  • Peapack-Gladstone Financial Corp's Dimensional US Core Equity Market ETF position peaked at $552K in Q4 2020.
  • 187 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q1 2022.

Based on Peapack-Gladstone Financial Corp's 13F filing for Q1 2022, filed 16 May 2022.