Dimensional Fund Advisors
CADE icon

Dimensional Fund Advisors’s Cadence Bank CADE Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$312M Sell
9,757,623
-202,086
-2% -$6.46M 0.07% 280
2025
Q1
$302M Sell
9,959,709
-14,039
-0.1% -$426K 0.08% 260
2024
Q4
$344M Sell
9,973,748
-7,658
-0.1% -$264K 0.08% 224
2024
Q3
$318M Buy
9,981,406
+155,497
+2% +$4.95M 0.08% 249
2024
Q2
$278M Buy
9,825,909
+593,878
+6% +$16.8M 0.07% 276
2024
Q1
$268M Sell
9,232,031
-8,096
-0.1% -$235K 0.07% 270
2023
Q4
$273M Buy
9,240,127
+376,989
+4% +$11.2M 0.08% 236
2023
Q3
$188M Buy
8,863,138
+912,547
+11% +$19.4M 0.06% 358
2023
Q2
$156M Buy
7,950,591
+208,066
+3% +$4.09M 0.05% 487
2023
Q1
$161M Buy
7,742,525
+234,502
+3% +$4.87M 0.05% 442
2022
Q4
$185K Buy
7,508,023
+669,647
+10% +$16.5K 0.05% 358
2022
Q3
$174M Buy
6,838,376
+382,527
+6% +$9.72M 0.07% 343
2022
Q2
$152M Sell
6,455,849
-129,663
-2% -$3.04M 0.05% 422
2022
Q1
$193M Sell
6,585,512
-505,908
-7% -$14.8M 0.06% 372
2021
Q4
$211M Buy
+7,091,420
New +$211M 0.06% 344
2021
Q3
Sell
-3,931,880
Closed -$111M 3506
2021
Q2
$111M Buy
3,931,880
+297,890
+8% +$8.44M 0.04% 760
2021
Q1
$118M Sell
3,633,990
-6,943
-0.2% -$226K 0.04% 688
2020
Q4
$99.9M Buy
3,640,933
+19,442
+0.5% +$533K 0.04% 746
2020
Q3
$70.2M Sell
3,621,491
-19,741
-0.5% -$383K 0.03% 880
2020
Q2
$82.8M Buy
3,641,232
+52,825
+1% +$1.2M 0.04% 728
2020
Q1
$67.9M Sell
3,588,407
-272,537
-7% -$5.16M 0.04% 718
2019
Q4
$121M Sell
3,860,944
-85,425
-2% -$2.68M 0.04% 577
2019
Q3
$117M Sell
3,946,369
-12,703
-0.3% -$376K 0.05% 556
2019
Q2
$115M Sell
3,959,072
-21,383
-0.5% -$621K 0.04% 567
2019
Q1
$112M Sell
3,980,455
-37,107
-0.9% -$1.05M 0.04% 568
2018
Q4
$105M Buy
4,017,562
+84,102
+2% +$2.2M 0.05% 510
2018
Q3
$129M Sell
3,933,460
-25,045
-0.6% -$819K 0.05% 498
2018
Q2
$130M Sell
3,958,505
-129,260
-3% -$4.26M 0.05% 467
2018
Q1
$130M Sell
4,087,765
-20,351
-0.5% -$647K 0.05% 439
2017
Q4
$129M Buy
4,108,116
+3,656
+0.1% +$115K 0.05% 450
2017
Q3
$132M Buy
4,104,460
+28,854
+0.7% +$925K 0.06% 402
2017
Q2
$124M Sell
4,075,606
-66,098
-2% -$2.02M 0.06% 399
2017
Q1
$125M Buy
4,141,704
+101,542
+3% +$3.07M 0.06% 396
2016
Q4
$125M Buy
4,040,162
+100,059
+3% +$3.11M 0.06% 361
2016
Q3
$91.4M Buy
3,940,103
+119,779
+3% +$2.78M 0.05% 501
2016
Q2
$86.7M Buy
3,820,324
+200,626
+6% +$4.55M 0.05% 490
2016
Q1
$77.1M Buy
3,619,698
+380,271
+12% +$8.1M 0.05% 529
2015
Q4
$77.7M Sell
3,239,427
-31,316
-1% -$751K 0.05% 493
2015
Q3
$77.7M Buy
3,270,743
+183,668
+6% +$4.37M 0.05% 464
2015
Q2
$79.5M Buy
3,087,075
+127,608
+4% +$3.29M 0.05% 500
2015
Q1
$68.7M Sell
2,959,467
-3,121
-0.1% -$72.5K 0.04% 565
2014
Q4
$66.7M Sell
2,962,588
-104,529
-3% -$2.35M 0.04% 531
2014
Q3
$61.8M Sell
3,067,117
-98,495
-3% -$1.98M 0.04% 524
2014
Q2
$77.8M Sell
3,165,612
-115,683
-4% -$2.84M 0.05% 420
2014
Q1
$81.9M Sell
3,281,295
-219,480
-6% -$5.48M 0.06% 358
2013
Q4
$89M Buy
3,500,775
+129,239
+4% +$3.29M 0.07% 309
2013
Q3
$67.2M Buy
3,371,536
+64,723
+2% +$1.29M 0.06% 379
2013
Q2
$58.5M Buy
+3,306,813
New +$58.5M 0.06% 400