PGFC
DFSV

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

Peapack-Gladstone Financial Corp’s Portfolio DFSV Stock Details DFSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$12.5M Buy
321,443
+2,908
+0.9% +$109K 0.14% 156
2026
Q1 		$11.2M Sell
318,535
-24,158
-7% -$854K 0.14% 152
2025
Q4 		$11.3M Buy
342,693
+55,906
+19% +$1.8M 0.14% 149
2025
Q3 		$9.13M Buy
286,787
+16,048
+6% +$501K 0.12% 164
2025
Q2 		$7.97M Sell
270,739
-58,938
-18% -$1.63M 0.11% 170
2025
Q1 		$9.28M Sell
329,677
-16,144
-5% -$489K 0.14% 152
2024
Q4 		$10.6M Buy
345,821
+40,181
+13% +$1.27M 0.15% 140
2024
Q3 		$9.41M Buy
305,640
+47,358
+18% +$1.42M 0.14% 154
2024
Q2 		$7.43M Buy
258,282
+30,202
+13% +$876K 0.11% 173
2024
Q1 		$6.87M Buy
228,080
+13,409
+6% +$382K 0.11% 182
2023
Q4 		$6.25M Buy
214,671
+92,130
+75% +$2.39M 0.11% 184
2023
Q3 		$3.1M Buy
122,541
+36,898
+43% +$973K 0.06% 248
2023
Q2 		$2.2M Buy
85,643
+35,533
+71% +$869K 0.04% 294
2023
Q1 		$1.25M Buy
50,110
+10,976
+28% +$288K 0.02% 353
2022
Q4 		$969K Buy
39,134
+11,686
+43% +$289K 0.02% 372
2022
Q3 		$598K Buy
+27,448
New +$657K 0.01% 436

Other funds holding DFSV

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

Peapack-Gladstone Financial Corp's DFSV Position: Q2 2026 in Review

Peapack-Gladstone Financial Corp increased its Dimensional US Small Cap Value ETF (DFSV) stake by 0.91% in Q2 2026, buying an estimated $109K and bringing the position to 321,443 shares worth $12.5M. The position accounts for 0.14% of the portfolio, ranked #156.

Peapack-Gladstone Financial Corp first reported a position in DFSV in Q3 2022 and has held it in 16 quarters since. 582 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

  • Peapack-Gladstone Financial Corp held 321,443 shares of Dimensional US Small Cap Value ETF worth $12.5M as of Q2 2026.
  • Peapack-Gladstone Financial Corp bought 2,908 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $109K.
  • Dimensional US Small Cap Value ETF made up 0.14% of Peapack-Gladstone Financial Corp's portfolio in Q2 2026, its #156 holding.
  • Peapack-Gladstone Financial Corp first reported a position in Dimensional US Small Cap Value ETF in Q3 2022 and has held it in 16 quarters since.
  • 582 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on Peapack-Gladstone Financial Corp's 13F filing for Q2 2026, filed 14 Aug 2026.