Atlantic Union Bankshares’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$15.2M	Buy	314,421 +8,780	+3%	+$431K	0.29%	77
2025 Q4	$14.2M	Sell	305,641 -5,099	-2%	-$231K	0.27%	79
2025 Q3	$13.9M	Buy	310,740 +1,350	+0.4%	+$58.8K	0.26%	87
2025 Q2	$13.1M	Buy	+309,390	New	+$12.4M	0.3%	82

Other funds holding DFUV

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Atlantic Union Bankshares's DFUV Position: Q1 2026 in Review

Atlantic Union Bankshares increased its Dimensional US Marketwide Value ETF (DFUV) stake by 2.9% in Q1 2026, buying an estimated $431K and bringing the position to 314,421 shares worth $15.2M. The position accounts for 0.29% of the portfolio, ranked #77.

Atlantic Union Bankshares first reported a position in DFUV in Q2 2025 and has held it in 4 quarters since. 766 funds tracked by Wall St. Rank hold DFUV as of Q1 2026.

Atlantic Union Bankshares held 314,421 shares of Dimensional US Marketwide Value ETF worth $15.2M as of Q1 2026.
Atlantic Union Bankshares bought 8,780 Dimensional US Marketwide Value ETF shares in Q1 2026, an estimated $431K.
Dimensional US Marketwide Value ETF made up 0.29% of Atlantic Union Bankshares's portfolio in Q1 2026, its #77 holding.
Atlantic Union Bankshares first reported a position in Dimensional US Marketwide Value ETF in Q2 2025 and has held it in 4 quarters since.
766 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2026.

Based on Atlantic Union Bankshares's 13F filing for Q1 2026, filed 12 May 2026.