Dimensional Fund Advisors
FUNC icon

Dimensional Fund Advisors’s First United FUNC Stock Holding History

Dimensional Fund Advisors’s Portfolio FUNC Stock Details FUNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$13.2M Sell
360,942
-1,587
-0.4% -$59K ﹤0.01% 2153
2025
Q4 		$13.6M Sell
362,529
-4,335
-1% -$161K ﹤0.01% 2170
2025
Q3 		$13.5M Sell
366,864
-4,039
-1% -$142K ﹤0.01% 2185
2025
Q2 		$11.5M Sell
370,903
-3,331
-0.9% -$98.5K ﹤0.01% 2226
2025
Q1 		$11.2M Sell
374,234
-7,408
-2% -$250K ﹤0.01% 2200
2024
Q4 		$12.9M Sell
381,642
-2,033
-0.5% -$67.6K ﹤0.01% 2195
2024
Q3 		$11.4M Buy
383,675
+11,345
+3% +$305K ﹤0.01% 2244
2024
Q2 		$7.6M Buy
372,330
+24,457
+7% +$525K ﹤0.01% 2361
2024
Q1 		$7.97M Buy
347,873
+12,041
+4% +$269K ﹤0.01% 2404
2023
Q4 		$7.9M Buy
335,832
+5,232
+2% +$97.4K ﹤0.01% 2411
2023
Q3 		$5.36M Buy
330,600
+6,354
+2% +$103K ﹤0.01% 2510
2023
Q2 		$4.62M Sell
324,246
-12,383
-4% -$183K ﹤0.01% 2554
2023
Q1 		$5.68M Buy
336,629
+3,992
+1% +$75.5K ﹤0.01% 2443
2022
Q4 		$6.54K Sell
332,637
-192
-0.1% -$3.59K ﹤0.01% 2371
2022
Q3 		$5.51M Buy
332,829
+2,893
+0.9% +$51.6K ﹤0.01% 2393
2022
Q2 		$6.19M Buy
329,936
+18,491
+6% +$388K ﹤0.01% 2391
2022
Q1 		$7.02M Buy
311,445
+2,830
+0.9% +$60.7K ﹤0.01% 2430
2021
Q4 		$5.82M Sell
308,615
-8,592
-3% -$164K ﹤0.01% 2515
2021
Q3 		$5.9M Sell
317,207
-3,410
-1% -$60.6K ﹤0.01% 2535
2021
Q2 		$5.59M Sell
320,617
-1,494
-0.5% -$26.9K ﹤0.01% 2580
2021
Q1 		$5.68M Buy
322,111
+660
+0.2% +$11.6K ﹤0.01% 2533
2020
Q4 		$4.98M Buy
321,451
+933
+0.3% +$13.4K ﹤0.01% 2526
2020
Q3 		$3.75M Sell
320,518
-9,608
-3% -$109K ﹤0.01% 2545
2020
Q2 		$4.4M Sell
330,126
-325
-0.1% -$4.61K ﹤0.01% 2520
2020
Q1 		$4.72M Buy
330,451
+7,589
+2% +$160K ﹤0.01% 2430
2019
Q4 		$7.78M Buy
322,862
+2,277
+0.7% +$53.9K ﹤0.01% 2449
2019
Q3 		$7.05M Buy
320,585
+5,211
+2% +$110K ﹤0.01% 2483
2019
Q2 		$6.22M Sell
315,374
-506
-0.2% -$9.34K ﹤0.01% 2574
2019
Q1 		$5.45M Buy
315,880
+15,983
+5% +$272K ﹤0.01% 2620
2018
Q4 		$4.77M Buy
299,897
+3,527
+1% +$63.2K ﹤0.01% 2627
2018
Q3 		$5.57M Buy
296,370
+13,726
+5% +$267K ﹤0.01% 2647
2018
Q2 		$5.78M Buy
282,644
+6,133
+2% +$126K ﹤0.01% 2620
2018
Q1 		$5.31M Buy
276,511
+10,852
+4% +$195K ﹤0.01% 2613
2017
Q4 		$4.64M Buy
265,659
+11,443
+5% +$198K ﹤0.01% 2653
2017
Q3 		$4.2M Buy
254,216
+7,370
+3% +$112K ﹤0.01% 2656
2017
Q2 		$3.69M Buy
246,846
+2,133
+0.9% +$30.9K ﹤0.01% 2690
2017
Q1 		$3.55M Buy
244,713
+29,520
+14% +$425K ﹤0.01% 2677
2016
Q4 		$3.43M Buy
215,193
+443
+0.2% +$5.7K ﹤0.01% 2655
2016
Q3 		$2.66M Hold
214,750
– – ﹤0.01% 2703
2016
Q2 		$2.11M Hold
214,750
– – ﹤0.01% 2758
2016
Q1 		$2.35M Buy
214,750
+952
+0.4% +$9.85K ﹤0.01% 2725
2015
Q4 		$2.48M Buy
213,798
+3,263
+2% +$31K ﹤0.01% 2736
2015
Q3 		$1.73M Hold
210,535
– – ﹤0.01% 2858
2015
Q2 		$1.82M Buy
210,535
+208
+0.1% +$1.83K ﹤0.01% 2884
2015
Q1 		$1.92M Hold
210,327
– – ﹤0.01% 2844
2014
Q4 		$1.81M Buy
210,327
+1,406
+0.7% +$11.9K ﹤0.01% 2867
2014
Q3 		$1.67M Buy
208,921
+2,908
+1% +$24.8K ﹤0.01% 2885
2014
Q2 		$1.81M Buy
206,013
+10,477
+5% +$89.2K ﹤0.01% 2884
2014
Q1 		$1.49M Hold
195,536
– – ﹤0.01% 2932
2013
Q4 		$1.49M Hold
195,536
– – ﹤0.01% 2928
2013
Q3 		$1.6M Buy
195,536
+1,171
+0.6% +$9.57K ﹤0.01% 2913
2013
Q2 		$1.45M Buy
+194,365
New +$1.55M ﹤0.01% 2917

Other funds holding FUNC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
DLP
De Lisle Partners Poole, United Kingdom $836M AUM 58.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HCM
Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Dimensional Fund Advisors's FUNC Position: Q1 2026 in Review

Dimensional Fund Advisors reduced its First United (FUNC) stake by 0.44% in Q1 2026, selling an estimated $59K and leaving 360,942 shares worth $13.2M. The position accounts for ﹤0.01% of the portfolio, ranked #2153.

Dimensional Fund Advisors first reported a position in FUNC in Q2 2013 and has held it in 52 quarters since. The position peaked at $13.6M in Q4 2025. 88 funds tracked by Wall St. Rank hold FUNC as of Q1 2026.

  • Dimensional Fund Advisors held 360,942 shares of First United worth $13.2M as of Q1 2026.
  • Dimensional Fund Advisors sold 1,587 First United shares in Q1 2026, an estimated $59K.
  • First United made up ﹤0.01% of Dimensional Fund Advisors's portfolio in Q1 2026, its #2153 holding.
  • Dimensional Fund Advisors first reported a position in First United in Q2 2013 and has held it in 52 quarters since.
  • Dimensional Fund Advisors's First United position peaked at $13.6M in Q4 2025.
  • 88 funds tracked by Wall St. Rank held First United as of Q1 2026.

Based on Dimensional Fund Advisors's 13F filing for Q1 2026, filed 7 May 2026.