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Renasant Bank’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Renasant Bank’s Portfolio DFAU Stock Details DFAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-15,127
Closed -$499K – 205
2021
Q4 		$499K Hold
15,127
– – 0.34% 92
2021
Q3 		$456K Hold
15,127
– – 0.36% 89
2021
Q2 		$457K Hold
15,127
– – 0.35% 92
2021
Q1 		$426K Buy
+15,127
New +$415K 0.34% 97

Other funds holding DFAU

RS
Retirement Solution Redmond, Washington $423M AUM 16.83% 1-Year Est. Return
MWP
Meridian Wealth Partners Exton, Pennsylvania $729M AUM 15.61% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
PFM
Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 1-Year Est. Return
UWPG
Ullmann Wealth Partners Group Jacksonville Beach, Florida $963M AUM 17.06% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AWA
Aquire Wealth Advisors South Jordan, Utah $381M AUM 17.5% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

Renasant Bank's DFAU Position: Q1 2022 in Review

Renasant Bank sold out of Dimensional US Core Equity Market ETF (DFAU) in Q1 2022, closing a stake of 15,127 shares — an estimated $499K sold.

Renasant Bank first reported a position in DFAU in Q1 2021 and held it in 4 quarters. The position peaked at $499K in Q4 2021. 188 funds tracked by Wall St. Rank hold DFAU as of Q1 2022.

  • Renasant Bank reported no remaining Dimensional US Core Equity Market ETF position as of Q1 2022 after selling out during the quarter.
  • Renasant Bank sold 15,127 Dimensional US Core Equity Market ETF shares in Q1 2022, an estimated $499K.
  • Renasant Bank first reported a position in Dimensional US Core Equity Market ETF in Q1 2021 and held it in 4 quarters.
  • Renasant Bank's Dimensional US Core Equity Market ETF position peaked at $499K in Q4 2021.
  • 188 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q1 2022.

Based on Renasant Bank's 13F filing for Q1 2022, filed 12 May 2022.