Cadence Bank’s Dimensional US Small Cap ETF DFAS Stock Holding History

Cadence Bank’s Portfolio DFAS Stock Details DFAS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$360K	Hold	5,161	–	–	0.02%	266
2025 Q3	$353K	Sell	5,161 -49	-0.9%	-$3.27K	0.02%	264
2025 Q2	$332K	Hold	5,210	–	–	0.02%	271
2025 Q1	$311K	Sell	5,210 -275	-5%	-$17.7K	0.02%	270
2024 Q4	$357K	Hold	5,485	–	–	0.02%	257
2024 Q3	$356K	Hold	5,485	–	–	0.02%	258
2024 Q2	$330K	Sell	5,485 -62	-1%	-$3.73K	0.02%	231
2024 Q1	$346K	Sell	5,547 -218	-4%	-$12.9K	0.03%	261
2023 Q4	$344K	Hold	5,765	–	–	0.03%	261
2023 Q3	$303K	Sell	5,765 -181	-3%	-$9.97K	0.03%	265
2023 Q2	$326K	Hold	5,946	–	–	0.03%	269
2023 Q1	$313K	Sell	5,946 -175	-3%	-$9.48K	0.03%	269
2022 Q4	$313K	Hold	6,121	–	–	0.03%	275
2022 Q3	$285K	Buy	+6,121	New	+$313K	0.03%	269

Other funds holding DFAS

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

IFA

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

TWA

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

Align Financial Hermantown, Minnesota $202M AUM

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

Midwest Trust Overland Park, Kansas $8.02B AUM 23.54% 1-Year Est. Return

Cadence Bank's DFAS Position: Q4 2025 in Review

Cadence Bank held its Dimensional US Small Cap ETF (DFAS) position steady in Q4 2025 at 5,161 shares worth $360K. The position accounts for 0.02% of the portfolio, ranked #266.

Cadence Bank first reported a position in DFAS in Q3 2022 and has held it in 14 quarters since. 866 funds tracked by Wall St. Rank hold DFAS as of Q4 2025.

Cadence Bank held 5,161 shares of Dimensional US Small Cap ETF worth $360K as of Q4 2025.
Cadence Bank left its Dimensional US Small Cap ETF share count unchanged in Q4 2025.
Dimensional US Small Cap ETF made up 0.02% of Cadence Bank's portfolio in Q4 2025, its #266 holding.
Cadence Bank first reported a position in Dimensional US Small Cap ETF in Q3 2022 and has held it in 14 quarters since.
866 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q4 2025.

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