PGFC
DFUS

Peapack-Gladstone Financial Corp’s Dimensional US Equity ETF DFUS Stock Holding History

Peapack-Gladstone Financial Corp’s Portfolio DFUS Stock Details DFUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.34M Buy
18,837
+50
+0.3% +$3.71K 0.02% 378
2025
Q4 		$1.39M Buy
18,787
+1,961
+12% +$144K 0.02% 370
2025
Q3 		$1.22M Sell
16,826
-2,846
-14% -$198K 0.02% 389
2025
Q2 		$1.32M Buy
19,672
+3,054
+18% +$189K 0.02% 370
2025
Q1 		$1M Buy
16,618
+400
+2% +$25.6K 0.01% 396
2024
Q4 		$1.03M Hold
16,218
– – 0.02% 387
2024
Q3 		$1.01M Hold
16,218
– – 0.01% 391
2024
Q2 		$955K Hold
16,218
– – 0.01% 399
2024
Q1 		$924K Hold
16,218
– – 0.01% 408
2023
Q4 		$841K Hold
16,218
– – 0.01% 415
2023
Q3 		$755K Hold
16,218
– – 0.01% 419
2023
Q2 		$781K Hold
16,218
– – 0.01% 419
2023
Q1 		$720K Hold
16,218
– – 0.01% 424
2022
Q4 		$675K Buy
16,218
+1,000
+7% +$41.8K 0.01% 424
2022
Q3 		$591K Hold
15,218
– – 0.01% 438
2022
Q2 		$620K Hold
15,218
– – 0.01% 415
2022
Q1 		$746K Sell
15,218
-1,200
-7% -$58K 0.01% 406
2021
Q4 		$849K Buy
16,418
+500
+3% +$25.1K 0.02% 407
2021
Q3 		$751K Buy
15,918
+700
+5% +$33.9K 0.02% 410
2021
Q2 		$717K Buy
+15,218
New +$709K 0.02% 386

Other funds holding DFUS

Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
VT
Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

Peapack-Gladstone Financial Corp increased its Dimensional US Equity ETF (DFUS) stake by 0.27% in Q1 2026, buying an estimated $3.71K and bringing the position to 18,837 shares worth $1.34M. The position accounts for 0.02% of the portfolio, ranked #378.

Peapack-Gladstone Financial Corp first reported a position in DFUS in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.39M in Q4 2025. 850 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

  • Peapack-Gladstone Financial Corp held 18,837 shares of Dimensional US Equity ETF worth $1.34M as of Q1 2026.
  • Peapack-Gladstone Financial Corp bought 50 Dimensional US Equity ETF shares in Q1 2026, an estimated $3.71K.
  • Dimensional US Equity ETF made up 0.02% of Peapack-Gladstone Financial Corp's portfolio in Q1 2026, its #378 holding.
  • Peapack-Gladstone Financial Corp first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 20 quarters since.
  • Peapack-Gladstone Financial Corp's Dimensional US Equity ETF position peaked at $1.39M in Q4 2025.
  • 850 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

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