Cadence Bank NA’s Dimensional US Equity ETF DFUS Stock Holding History

Cadence Bank NA’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
2022 Q3	–	Sell	-11,587	Closed	-$472K	–	74
2022 Q2	$472K	Buy	+11,587	New	+$513K	0.15%	130
2022 Q1	–	Sell	-11,587	Closed	-$599K	–	215
2021 Q4	$599K	Hold	11,587	–	–	0.16%	121
2021 Q3	$546K	Hold	11,587	–	–	0.16%	128
2021 Q2	$546K	Buy	+11,587	New	+$540K	0.16%	128

Other funds holding DFUS

IFA

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

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

BSW

Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

MRWM

ML&R Wealth Management Austin, Texas $435M AUM 22.93% 1-Year Est. Return

TWA

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

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

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

GCM

G2 Capital Management Columbus, Ohio $411M AUM 14.56% 1-Year Est. Return

Cadence Bank NA's DFUS Position: Q3 2022 in Review

Cadence Bank NA sold out of Dimensional US Equity ETF (DFUS) in Q3 2022, closing a stake of 11,587 shares — an estimated $472K sold.

Cadence Bank NA first reported a position in DFUS in Q2 2021 and held it in 4 quarters. The position peaked at $599K in Q4 2021. 390 funds tracked by Wall St. Rank hold DFUS as of Q3 2022.

Cadence Bank NA reported no remaining Dimensional US Equity ETF position as of Q3 2022 after selling out during the quarter.
Cadence Bank NA sold 11,587 Dimensional US Equity ETF shares in Q3 2022, an estimated $472K.
Cadence Bank NA first reported a position in Dimensional US Equity ETF in Q2 2021 and held it in 4 quarters.
Cadence Bank NA's Dimensional US Equity ETF position peaked at $599K in Q4 2021.
390 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2022.

Based on Cadence Bank NA's 13F filing for Q3 2022, filed 27 Oct 2022.