AUB
DFSD

Atlantic Union Bankshares’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Atlantic Union Bankshares’s Portfolio DFSD Stock Details DFSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-411
Closed -$19.7K – 1738
2026
Q1 		$19.7K Buy
+411
New +$19.8K ﹤0.01% 1131

Other funds holding DFSD

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FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
SC
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
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Atlantic Union Bankshares sold out of Dimensional Short-Duration Fixed Income ETF (DFSD) in Q2 2026, closing a stake of 411 shares — an estimated $19.7K sold.

Atlantic Union Bankshares first reported a position in DFSD in Q1 2026 and held it in 1 quarter. The position peaked at $19.7K in Q1 2026. 450 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • Atlantic Union Bankshares reported no remaining Dimensional Short-Duration Fixed Income ETF position as of Q2 2026 after selling out during the quarter.
  • Atlantic Union Bankshares sold 411 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $19.7K.
  • Atlantic Union Bankshares first reported a position in Dimensional Short-Duration Fixed Income ETF in Q1 2026 and held it in 1 quarter.
  • Atlantic Union Bankshares's Dimensional Short-Duration Fixed Income ETF position peaked at $19.7K in Q1 2026.
  • 450 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

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