Cadence Bank’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Cadence Bank’s Portfolio DFUV Stock Details DFUV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$723K	Sell	15,521 -166	-1%	-$7.53K	0.04%	196
2025 Q3	$701K	Buy	15,687 +2,130	+16%	+$92.8K	0.04%	203
2025 Q2	$573K	Sell	13,557 -245	-2%	-$9.84K	0.04%	220
2025 Q1	$569K	Sell	13,802 -50	-0.4%	-$2.1K	0.04%	212
2024 Q4	$567K	Hold	13,852	–	–	0.04%	213
2024 Q3	$577K	Hold	13,852	–	–	0.04%	208
2024 Q2	$544K	Sell	13,852 -174	-1%	-$6.88K	0.04%	184
2024 Q1	$574K	Sell	14,026 -378	-3%	-$14.4K	0.04%	208
2023 Q4	$536K	Hold	14,404	–	–	0.04%	213
2023 Q3	$490K	Hold	14,404	–	–	0.04%	217
2023 Q2	$497K	Hold	14,404	–	–	0.04%	222
2023 Q1	$482K	Sell	14,404 -517	-3%	-$17.7K	0.04%	223
2022 Q4	$500K	Hold	14,921	–	–	0.05%	230
2022 Q3	$442K	Buy	+14,921	New	+$485K	0.05%	223

Other funds holding DFUV

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

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

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

IFA

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

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

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

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Cadence Bank's DFUV Position: Q4 2025 in Review

Cadence Bank reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 1.1% in Q4 2025, selling an estimated $7.53K and leaving 15,521 shares worth $723K. The position accounts for 0.04% of the portfolio, ranked #196.

Cadence Bank first reported a position in DFUV in Q3 2022 and has held it in 14 quarters since. 738 funds tracked by Wall St. Rank hold DFUV as of Q4 2025.

Cadence Bank held 15,521 shares of Dimensional US Marketwide Value ETF worth $723K as of Q4 2025.
Cadence Bank sold 166 Dimensional US Marketwide Value ETF shares in Q4 2025, an estimated $7.53K.
Dimensional US Marketwide Value ETF made up 0.04% of Cadence Bank's portfolio in Q4 2025, its #196 holding.
Cadence Bank first reported a position in Dimensional US Marketwide Value ETF in Q3 2022 and has held it in 14 quarters since.
738 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q4 2025.

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