PGFC
DFEM icon

Peapack-Gladstone Financial Corp’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

Peapack-Gladstone Financial Corp’s Portfolio DFEM Stock Details DFEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$24.4M Buy
706,356
+97,647
+16% +$3.47M 0.31% 91
2025
Q4 		$20.1M Buy
608,709
+99,224
+19% +$3.24M 0.25% 99
2025
Q3 		$16.3M Buy
509,485
+28,618
+6% +$883K 0.21% 112
2025
Q2 		$14.3M Buy
480,867
+99,066
+26% +$2.72M 0.2% 121
2025
Q1 		$10.1M Buy
381,801
+30,964
+9% +$823K 0.15% 145
2024
Q4 		$9.19M Buy
350,837
+32,091
+10% +$872K 0.13% 151
2024
Q3 		$8.97M Buy
318,746
+31,742
+11% +$852K 0.13% 162
2024
Q2 		$7.67M Buy
287,004
+27,923
+11% +$732K 0.12% 171
2024
Q1 		$6.6M Buy
259,081
+43,336
+20% +$1.07M 0.1% 186
2023
Q4 		$5.38M Buy
215,745
+186,595
+640% +$4.41M 0.09% 195
2023
Q3 		$679K Buy
29,150
+2,000
+7% +$48.4K 0.01% 427
2023
Q2 		$653K Buy
+27,150
New +$644K 0.01% 443

Other funds holding DFEM

FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $17.8B AUM 21.2% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $4.9B AUM 16.64% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return