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

Renasant 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
2026
Q2 		$1.77M Hold
25,324
– – 1.14% 27
2026
Q1 		$1.58M Hold
25,324
– – 1.12% 27
2025
Q4 		$1.51M Hold
25,324
– – 1.02% 28
2025
Q3 		$1.47M Hold
25,324
– – 0.94% 28
2025
Q2 		$1.37M Hold
25,324
– – 0.91% 28
2025
Q1 		$1.3M Sell
25,324
-845
-3% -$46.5K 0.86% 31
2024
Q4 		$1.46M Hold
26,169
– – 0.94% 30
2024
Q3 		$1.46M Sell
26,169
-267
-1% -$14.4K 0.96% 27
2024
Q2 		$1.37M Hold
26,436
– – 0.94% 32
2024
Q1 		$1.44M Buy
+26,436
New +$1.36M 1.02% 20

Other funds holding DFAT

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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 $2.52B AUM 26.26% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
JTWM
Jackson Thornton Wealth Management Montgomery, Alabama $1.26B AUM 29.39% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return

Renasant Bank's DFAT Position: Q2 2026 in Review

Renasant Bank held its Dimensional US Targeted Value ETF (DFAT) position steady in Q2 2026 at 25,324 shares worth $1.77M. The position accounts for 1.14% of the portfolio, ranked #27.

Renasant Bank first reported a position in DFAT in Q1 2024 and has held it in 10 quarters since. 859 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

  • Renasant Bank held 25,324 shares of Dimensional US Targeted Value ETF worth $1.77M as of Q2 2026.
  • Renasant Bank left its Dimensional US Targeted Value ETF share count unchanged in Q2 2026.
  • Dimensional US Targeted Value ETF made up 1.14% of Renasant Bank's portfolio in Q2 2026, its #27 holding.
  • Renasant Bank first reported a position in Dimensional US Targeted Value ETF in Q1 2024 and has held it in 10 quarters since.
  • 859 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on Renasant Bank's 13F filing for Q2 2026, filed 11 Aug 2026.