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

Renasant 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
2026 Q3	$922K	Sell	16,764 -993	-6%	-$55.8K	0.62%	49
2026 Q2	$977K	Hold	17,757	–	–	0.63%	48
2026 Q1	$861K	Hold	17,757	–	–	0.61%	52
2025 Q4	$827K	Hold	17,757	–	–	0.56%	63
2025 Q3	$794K	Hold	17,757	–	–	0.5%	69
2025 Q2	$751K	Sell	17,757 -248	-1%	-$10K	0.5%	70
2025 Q1	$742K	Sell	18,005 -3,048	-14%	-$128K	0.49%	63
2024 Q4	$861K	Hold	21,053	–	–	0.56%	64
2024 Q3	$878K	Hold	21,053	–	–	0.58%	61
2024 Q2	$827K	Hold	21,053	–	–	0.57%	64
2024 Q1	$861K	Buy	+21,053	New	+$804K	0.61%	58

Other funds holding DFUV

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Index Fund Advisors Irvine, California $2.37B AUM 16.24% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Trust Company of the South Greensboro, North Carolina $714M AUM 17.67% 1-Year Est. Return

Renasant Bank's DFUV Position: Q3 2026 in Review

Renasant Bank reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 5.6% in Q3 2026, selling an estimated $55.8K and leaving 16,764 shares worth $922K. The position accounts for 0.62% of the portfolio, ranked #49.

Renasant Bank first reported a position in DFUV in Q1 2024 and has held it in 11 quarters since. The position peaked at $977K in Q2 2026. 501 funds tracked by Wall St. Rank hold DFUV as of Q3 2026.

Renasant Bank held 16,764 shares of Dimensional US Marketwide Value ETF worth $922K as of Q3 2026.
Renasant Bank sold 993 Dimensional US Marketwide Value ETF shares in Q3 2026, an estimated $55.8K.
Dimensional US Marketwide Value ETF made up 0.62% of Renasant Bank's portfolio in Q3 2026, its #49 holding.
Renasant Bank first reported a position in Dimensional US Marketwide Value ETF in Q1 2024 and has held it in 11 quarters since.
Renasant Bank's Dimensional US Marketwide Value ETF position peaked at $977K in Q2 2026.
501 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q3 2026.

Based on Renasant Bank's 13F filing for Q3 2026, filed 5 Nov 2026.