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Atlantic Union Bankshares’s Dimensional US Real Estate ETF DFAR Stock Holding History

Atlantic Union Bankshares’s Portfolio DFAR Stock Details DFAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$756K Sell
28,889
-1,345
-4% -$34.6K 0.01% 414
2026
Q1 		$715K Buy
30,234
+3,531
+13% +$84.9K 0.01% 415
2025
Q4 		$612K Buy
26,703
+244
+0.9% +$5.71K 0.01% 440
2025
Q3 		$631K Buy
26,459
+3,442
+15% +$81.2K 0.01% 445
2025
Q2 		$540K Buy
+23,017
New +$534K 0.01% 385

Other funds holding DFAR

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $676M AUM 26.38% 1-Year Est. Return
RIP
RAM Investment Partners Bellevue, Washington $625M AUM 16.29% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return

Atlantic Union Bankshares's DFAR Position: Q2 2026 in Review

Atlantic Union Bankshares reduced its Dimensional US Real Estate ETF (DFAR) stake by 4.4% in Q2 2026, selling an estimated $34.6K and leaving 28,889 shares worth $756K. The position accounts for 0.01% of the portfolio, ranked #414.

Atlantic Union Bankshares first reported a position in DFAR in Q2 2025 and has held it in 5 quarters since. 301 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

  • Atlantic Union Bankshares held 28,889 shares of Dimensional US Real Estate ETF worth $756K as of Q2 2026.
  • Atlantic Union Bankshares sold 1,345 Dimensional US Real Estate ETF shares in Q2 2026, an estimated $34.6K.
  • Dimensional US Real Estate ETF made up 0.01% of Atlantic Union Bankshares's portfolio in Q2 2026, its #414 holding.
  • Atlantic Union Bankshares first reported a position in Dimensional US Real Estate ETF in Q2 2025 and has held it in 5 quarters since.
  • 301 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q2 2026.

Based on Atlantic Union Bankshares's 13F filing for Q2 2026, filed 11 Aug 2026.