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Cadence Bank’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Cadence Bank’s Portfolio DFAT Stock Details DFAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$207K Sell
3,476
-86
-2% -$5.02K 0.01% 323
2025
Q3 		$207K Buy
+3,562
New +$203K 0.01% 324

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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
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
AF
Align Financial Hermantown, Minnesota $202M AUM

Cadence Bank's DFAT Position: Q4 2025 in Review

Cadence Bank reduced its Dimensional US Targeted Value ETF (DFAT) stake by 2.4% in Q4 2025, selling an estimated $5.02K and leaving 3,476 shares worth $207K. The position accounts for 0.01% of the portfolio, ranked #323.

Cadence Bank first reported a position in DFAT in Q3 2025 and has held it in 2 quarters since. The position peaked at $207K in Q3 2025. 792 funds tracked by Wall St. Rank hold DFAT as of Q4 2025.

  • Cadence Bank held 3,476 shares of Dimensional US Targeted Value ETF worth $207K as of Q4 2025.
  • Cadence Bank sold 86 Dimensional US Targeted Value ETF shares in Q4 2025, an estimated $5.02K.
  • Dimensional US Targeted Value ETF made up 0.01% of Cadence Bank's portfolio in Q4 2025, its #323 holding.
  • Cadence Bank first reported a position in Dimensional US Targeted Value ETF in Q3 2025 and has held it in 2 quarters since.
  • Cadence Bank's Dimensional US Targeted Value ETF position peaked at $207K in Q3 2025.
  • 792 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q4 2025.

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