SouthState Corp’s Dimensional US Equity ETF DFUS Stock Holding History

SouthState Corp’s Portfolio DFUS Stock Details DFUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$28.1M	Sell	343,173 -13,969	-4%	-$1.1M	1.17%	19
2026 Q1	$25.3M	Sell	357,142 -32,770	-8%	-$2.43M	1.18%	19
2025 Q4	$28.9M	Sell	389,912 -43,930	-10%	-$3.23M	1.29%	16
2025 Q3	$31.4M	Sell	433,842 -474,444	-52%	-$33.1M	1.45%	14
2025 Q2	$60.9M	Sell	908,286 -275,940	-23%	-$17.1M	2.66%	6
2025 Q1	$71.6M	Buy	+1,184,226	New	+$75.7M	3.27%	3

Other funds holding DFUS

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

MPW

MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

SouthState Corp's DFUS Position: Q2 2026 in Review

SouthState Corp reduced its Dimensional US Equity ETF (DFUS) stake by 3.9% in Q2 2026, selling an estimated $1.1M and leaving 343,173 shares worth $28.1M. The position accounts for 1.17% of the portfolio, ranked #19.

SouthState Corp first reported a position in DFUS in Q1 2025 and has held it in 6 quarters since. The position peaked at $71.6M in Q1 2025. 871 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

SouthState Corp held 343,173 shares of Dimensional US Equity ETF worth $28.1M as of Q2 2026.
SouthState Corp sold 13,969 Dimensional US Equity ETF shares in Q2 2026, an estimated $1.1M.
Dimensional US Equity ETF made up 1.17% of SouthState Corp's portfolio in Q2 2026, its #19 holding.
SouthState Corp first reported a position in Dimensional US Equity ETF in Q1 2025 and has held it in 6 quarters since.
SouthState Corp's Dimensional US Equity ETF position peaked at $71.6M in Q1 2025.
871 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on SouthState Corp's 13F filing for Q2 2026, filed 6 Aug 2026.