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

Cadence Bank’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
2025 Q4	$1.03M	Hold	13,867	–	–	0.06%	172
2025 Q3	$1M	Sell	13,867 -301	-2%	-$21K	0.06%	173
2025 Q2	$950K	Hold	14,168	–	–	0.06%	171
2025 Q1	$857K	Sell	14,168 -275	-2%	-$17.6K	0.06%	170
2024 Q4	$921K	Hold	14,443	–	–	0.06%	170
2024 Q3	$898K	Sell	14,443 -154	-1%	-$9.22K	0.06%	168
2024 Q2	$859K	Sell	14,597 -183	-1%	-$10.4K	0.06%	150
2024 Q1	$842K	Sell	14,780 -418	-3%	-$22.6K	0.06%	175
2023 Q4	$788K	Hold	15,198	–	–	0.06%	179
2023 Q3	$707K	Hold	15,198	–	–	0.06%	182
2023 Q2	$732K	Hold	15,198	–	–	0.06%	183
2023 Q1	$675K	Sell	15,198 -615	-4%	-$26.7K	0.06%	186
2022 Q4	$658K	Hold	15,813	–	–	0.06%	193
2022 Q3	$614K	Buy	+15,813	New	+$680K	0.06%	183
2022 Q2	–	Sell	-4,226	Closed	-$207K	–	191
2022 Q1	$207K	Hold	4,226	–	–	0.03%	185
2021 Q4	$218K	Buy	+4,226	New	+$212K	0.03%	189

Other funds holding DFUS

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Align Financial Hermantown, Minnesota $202M AUM

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

MPW

MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return

IFA

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

Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return

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

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cadence Bank's DFUS Position: Q4 2025 in Review

Cadence Bank held its Dimensional US Equity ETF (DFUS) position steady in Q4 2025 at 13,867 shares worth $1.03M. The position accounts for 0.06% of the portfolio, ranked #172.

Cadence Bank first reported a position in DFUS in Q4 2021 and has held it in 16 quarters since. 840 funds tracked by Wall St. Rank hold DFUS as of Q4 2025.

Cadence Bank held 13,867 shares of Dimensional US Equity ETF worth $1.03M as of Q4 2025.
Cadence Bank left its Dimensional US Equity ETF share count unchanged in Q4 2025.
Dimensional US Equity ETF made up 0.06% of Cadence Bank's portfolio in Q4 2025, its #172 holding.
Cadence Bank first reported a position in Dimensional US Equity ETF in Q4 2021 and has held it in 16 quarters since.
840 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q4 2025.

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