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
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 $81.2B AUM 27.81% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
VT
Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $3.52B AUM 22.33% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return