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Cadence Bank’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Cadence Bank’s Portfolio DFAX Stock Details DFAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$347K Sell
10,592
-474
-4% -$15.1K 0.02% 270
2025
Q3 		$347K Buy
+11,066
New +$336K 0.02% 268

Other funds holding DFAX

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
AF
Alerus Financial Grand Forks, North Dakota $2.02B AUM 26.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GWA
Geometric Wealth Advisors Washington, District of Columbia $799M AUM 22.19% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MWA
Monograph Wealth Advisors Manhattan Beach, California $1.05B AUM 23.2% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Cadence Bank's DFAX Position: Q4 2025 in Review

Cadence Bank reduced its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 4.3% in Q4 2025, selling an estimated $15.1K and leaving 10,592 shares worth $347K. The position accounts for 0.02% of the portfolio, ranked #270.

Cadence Bank first reported a position in DFAX in Q3 2025 and has held it in 2 quarters since. The position peaked at $347K in Q3 2025. 669 funds tracked by Wall St. Rank hold DFAX as of Q4 2025.

  • Cadence Bank held 10,592 shares of Dimensional World ex US Core Equity 2 ETF worth $347K as of Q4 2025.
  • Cadence Bank sold 474 Dimensional World ex US Core Equity 2 ETF shares in Q4 2025, an estimated $15.1K.
  • Dimensional World ex US Core Equity 2 ETF made up 0.02% of Cadence Bank's portfolio in Q4 2025, its #270 holding.
  • Cadence Bank first reported a position in Dimensional World ex US Core Equity 2 ETF in Q3 2025 and has held it in 2 quarters since.
  • Cadence Bank's Dimensional World ex US Core Equity 2 ETF position peaked at $347K in Q3 2025.
  • 669 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q4 2025.

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