Atlantic Union Bankshares’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$10.2M	Buy	257,927 +24,470	+10%	+$937K	0.17%	121
2026 Q1	$8.34M	Buy	233,457 +30,386	+15%	+$1.09M	0.16%	135
2025 Q4	$6.95M	Buy	203,071 +35,619	+21%	+$1.19M	0.13%	149
2025 Q3	$5.51M	Buy	167,452 +4,353	+3%	+$139K	0.1%	186
2025 Q2	$5.06M	Buy	163,099 +152,583	+1,451%	+$4.52M	0.12%	170
2025 Q1	$321K	Hold	10,516	–	–	0.02%	255
2024 Q4	$316K	Hold	10,516	–	–	0.02%	262
2024 Q3	$324K	Buy	10,516 +682	+7%	+$20.3K	0.02%	267
2024 Q2	$284K	Buy	+9,834	New	+$286K	0.02%	274

Other funds holding DFLV

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

MFWP

Mosaic Family Wealth Partners St. Louis, Missouri $1.49B AUM 26.43% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

Atlantic Union Bankshares increased its Dimensional US Large Cap Value ETF (DFLV) stake by 10% in Q2 2026, buying an estimated $937K and bringing the position to 257,927 shares worth $10.2M. The position accounts for 0.17% of the portfolio, ranked #121.

Atlantic Union Bankshares first reported a position in DFLV in Q2 2024 and has held it in 9 quarters since. 394 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

Atlantic Union Bankshares held 257,927 shares of Dimensional US Large Cap Value ETF worth $10.2M as of Q2 2026.
Atlantic Union Bankshares bought 24,470 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $937K.
Dimensional US Large Cap Value ETF made up 0.17% of Atlantic Union Bankshares's portfolio in Q2 2026, its #121 holding.
Atlantic Union Bankshares first reported a position in Dimensional US Large Cap Value ETF in Q2 2024 and has held it in 9 quarters since.
394 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

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