Atlantic Union Bankshares’s Dimensional US Small Cap ETF DFAS Stock Holding History

Atlantic Union Bankshares’s Portfolio DFAS Stock Details DFAS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.93M	Buy	72,051 +706	+1%	+$54.7K	0.1%	183
2026 Q1	$5.07M	Buy	71,345 +3,330	+5%	+$244K	0.1%	186
2025 Q4	$4.74M	Buy	68,015 +5,489	+9%	+$378K	0.09%	196
2025 Q3	$4.28M	Buy	62,526 +10,955	+21%	+$731K	0.08%	210
2025 Q2	$3.29M	Buy	+51,571	New	+$3.09M	0.08%	219

Other funds holding DFAS

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

IFA

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

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

PFA

Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return

TWA

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

RFP

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Atlantic Union Bankshares increased its Dimensional US Small Cap ETF (DFAS) stake by 0.99% in Q2 2026, buying an estimated $54.7K and bringing the position to 72,051 shares worth $5.93M. The position accounts for 0.1% of the portfolio, ranked #183.

Atlantic Union Bankshares first reported a position in DFAS in Q2 2025 and has held it in 5 quarters since. 909 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

Atlantic Union Bankshares held 72,051 shares of Dimensional US Small Cap ETF worth $5.93M as of Q2 2026.
Atlantic Union Bankshares bought 706 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $54.7K.
Dimensional US Small Cap ETF made up 0.1% of Atlantic Union Bankshares's portfolio in Q2 2026, its #183 holding.
Atlantic Union Bankshares first reported a position in Dimensional US Small Cap ETF in Q2 2025 and has held it in 5 quarters since.
909 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

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