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 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%	-$9.96K	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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

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

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

IFA

Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

FPAS

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Renasant Bank's DFUV Position: Q1 2026 in Review

Renasant Bank held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q1 2026 at 17,757 shares worth $861K. The position accounts for 0.61% of the portfolio, ranked #52.

Renasant Bank first reported a position in DFUV in Q1 2024 and has held it in 9 quarters since. The position peaked at $878K in Q3 2024. 766 funds tracked by Wall St. Rank hold DFUV as of Q1 2026.

Renasant Bank held 17,757 shares of Dimensional US Marketwide Value ETF worth $861K as of Q1 2026.
Renasant Bank left its Dimensional US Marketwide Value ETF share count unchanged in Q1 2026.
Dimensional US Marketwide Value ETF made up 0.61% of Renasant Bank's portfolio in Q1 2026, its #52 holding.
Renasant Bank first reported a position in Dimensional US Marketwide Value ETF in Q1 2024 and has held it in 9 quarters since.
Renasant Bank's Dimensional US Marketwide Value ETF position peaked at $878K in Q3 2024.
766 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2026.

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