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Cadence Bank’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Cadence Bank’s Portfolio DFAC Stock Details DFAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$718K Sell
18,131
-591
-3% -$23.1K 0.04% 197
2025
Q3 		$722K Buy
18,722
+13,021
+228% +$486K 0.04% 200
2025
Q2 		$204K Buy
+5,701
New +$190K 0.01% 325

Other funds holding DFAC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $202M AUM
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.64B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Cadence Bank's DFAC Position: Q4 2025 in Review

Cadence Bank reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 3.2% in Q4 2025, selling an estimated $23.1K and leaving 18,131 shares worth $718K. The position accounts for 0.04% of the portfolio, ranked #197.

Cadence Bank first reported a position in DFAC in Q2 2025 and has held it in 3 quarters since. The position peaked at $722K in Q3 2025. 1,153 funds tracked by Wall St. Rank hold DFAC as of Q4 2025.

  • Cadence Bank held 18,131 shares of Dimensional US Core Equity 2 ETF worth $718K as of Q4 2025.
  • Cadence Bank sold 591 Dimensional US Core Equity 2 ETF shares in Q4 2025, an estimated $23.1K.
  • Dimensional US Core Equity 2 ETF made up 0.04% of Cadence Bank's portfolio in Q4 2025, its #197 holding.
  • Cadence Bank first reported a position in Dimensional US Core Equity 2 ETF in Q2 2025 and has held it in 3 quarters since.
  • Cadence Bank's Dimensional US Core Equity 2 ETF position peaked at $722K in Q3 2025.
  • 1,153 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q4 2025.

Based on Cadence Bank's 13F filing for Q4 2025, filed 30 Jan 2026.