AUB
DFUS

Atlantic Union Bankshares’s Dimensional US Equity ETF DFUS Stock Holding History

Atlantic Union Bankshares’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 		$14.3M Buy
174,178
+30,731
+21% +$2.43M 0.24% 89
2026
Q1 		$10.2M Buy
143,447
+6,423
+5% +$476K 0.2% 114
2025
Q4 		$10.2M Buy
137,024
+11,269
+9% +$828K 0.19% 113
2025
Q3 		$9.11M Buy
125,755
+1,326
+1% +$92.4K 0.17% 126
2025
Q2 		$8.34M Buy
124,429
+105,073
+543% +$6.51M 0.19% 119
2025
Q1 		$1.17M Hold
19,356
– – 0.07% 172
2024
Q4 		$1.23M Hold
19,356
– – 0.07% 172
2024
Q3 		$1.2M Hold
19,356
– – 0.07% 185
2024
Q2 		$1.14M Hold
19,356
– – 0.07% 186
2024
Q1 		$1.1M Sell
19,356
-717
-4% -$38.8K 0.09% 168
2023
Q4 		$1.04M Buy
+20,073
New +$972K 0.1% 173

Other funds holding DFUS

Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Focus Partners Wealth
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
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Mercer Global Advisors
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

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

Atlantic Union Bankshares increased its Dimensional US Equity ETF (DFUS) stake by 21% in Q2 2026, buying an estimated $2.43M and bringing the position to 174,178 shares worth $14.3M. The position accounts for 0.24% of the portfolio, ranked #89.

Atlantic Union Bankshares first reported a position in DFUS in Q4 2023 and has held it in 11 quarters since. 873 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Atlantic Union Bankshares held 174,178 shares of Dimensional US Equity ETF worth $14.3M as of Q2 2026.
  • Atlantic Union Bankshares bought 30,731 Dimensional US Equity ETF shares in Q2 2026, an estimated $2.43M.
  • Dimensional US Equity ETF made up 0.24% of Atlantic Union Bankshares's portfolio in Q2 2026, its #89 holding.
  • Atlantic Union Bankshares first reported a position in Dimensional US Equity ETF in Q4 2023 and has held it in 11 quarters since.
  • 873 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

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