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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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 $2.22B AUM 20.66% 1-Year Est. Return

FPAS

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

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

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

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

JTWM

Jackson Thornton Wealth Management Montgomery, Alabama $1.11B AUM 22.53% 1-Year Est. Return

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

Renasant Bank's DFAT Position: Q1 2026 in Review

Renasant Bank held its Dimensional US Targeted Value ETF (DFAT) position steady in Q1 2026 at 25,324 shares worth $1.58M. The position accounts for 1.12% of the portfolio, ranked #27.

Renasant Bank first reported a position in DFAT in Q1 2024 and has held it in 9 quarters since. 818 funds tracked by Wall St. Rank hold DFAT as of Q1 2026.

Renasant Bank held 25,324 shares of Dimensional US Targeted Value ETF worth $1.58M as of Q1 2026.
Renasant Bank left its Dimensional US Targeted Value ETF share count unchanged in Q1 2026.
Dimensional US Targeted Value ETF made up 1.12% of Renasant Bank's portfolio in Q1 2026, its #27 holding.
Renasant Bank first reported a position in Dimensional US Targeted Value ETF in Q1 2024 and has held it in 9 quarters since.
818 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q1 2026.

Based on Renasant Bank's 13F filing for Q1 2026, filed 29 Apr 2026.