Dimensional Fund Advisors’s Union Bankshares UNB Stock Holding History

Dimensional Fund Advisors’s Portfolio UNB Stock Details UNB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$998K	Hold	41,052	–	–	﹤0.01%	2846
2025 Q4	$974K	Buy	41,052 +62	+0.2%	+$1.46K	﹤0.01%	2864
2025 Q3	$1.02M	Buy	40,990 +1,707	+4%	+$45.6K	﹤0.01%	2892
2025 Q2	$1.05M	Buy	39,283 +1,797	+5%	+$54.7K	﹤0.01%	2879
2025 Q1	$1.18M	Buy	37,486 +2,210	+6%	+$67.4K	﹤0.01%	2846
2024 Q4	$1.02M	Buy	35,276 +1,474	+4%	+$44.6K	﹤0.01%	2913
2024 Q3	$876K	Buy	33,802 +2,878	+9%	+$71K	﹤0.01%	2933
2024 Q2	$664K	Buy	30,924 +2,914	+10%	+$73.5K	﹤0.01%	2980
2024 Q1	$854K	Hold	28,010	–	–	﹤0.01%	2946
2023 Q4	$859K	Hold	28,010	–	–	﹤0.01%	2953
2023 Q3	$627K	Hold	28,010	–	–	﹤0.01%	3017
2023 Q2	$643K	Sell	28,010 -178	-0.6%	-$3.9K	﹤0.01%	3013
2023 Q1	$623K	Sell	28,188 -993	-3%	-$24.6K	﹤0.01%	2997
2022 Q4	$683	Sell	29,181 -125	-0.4%	-$3K	﹤0.01%	2984
2022 Q3	$663K	Hold	29,306	–	–	﹤0.01%	2983
2022 Q2	$766K	Buy	29,306 +178	+0.6%	+$5.17K	﹤0.01%	2969
2022 Q1	$896K	Hold	29,128	–	–	﹤0.01%	3017
2021 Q4	$846K	Sell	29,128 -331	-1%	-$10.4K	﹤0.01%	3064
2021 Q3	$942K	Sell	29,459 -379	-1%	-$12.7K	﹤0.01%	3061
2021 Q2	$1.08M	Buy	29,838 +1,420	+5%	+$47.5K	﹤0.01%	3015
2021 Q1	$853K	Hold	28,418	–	–	﹤0.01%	3046
2020 Q4	$731K	Hold	28,418	–	–	﹤0.01%	3040
2020 Q3	$576K	Hold	28,418	–	–	﹤0.01%	3032
2020 Q2	$532K	Hold	28,418	–	–	﹤0.01%	3068
2020 Q1	$639K	Hold	28,418	–	–	﹤0.01%	3008
2019 Q4	$1.03M	Hold	28,418	–	–	﹤0.01%	2999
2019 Q3	$897K	Hold	28,418	–	–	﹤0.01%	3032
2019 Q2	$1.05M	Hold	28,418	–	–	﹤0.01%	3036
2019 Q1	$1.28M	Buy	28,418 +483	+2%	+$22.6K	﹤0.01%	2982
2018 Q4	$1.33M	Sell	27,935 -64	-0.2%	-$3.01K	﹤0.01%	2957
2018 Q3	$1.49M	Hold	27,999	–	–	﹤0.01%	2983
2018 Q2	$1.45M	Hold	27,999	–	–	﹤0.01%	2951
2018 Q1	$1.42M	Hold	27,999	–	–	﹤0.01%	2939
2017 Q4	$1.48M	Sell	27,999 -384	-1%	-$19.3K	﹤0.01%	2916
2017 Q3	$1.37M	Hold	28,383	–	–	﹤0.01%	2933
2017 Q2	$1.35M	Hold	28,383	–	–	﹤0.01%	2924
2017 Q1	$1.22M	Hold	28,383	–	–	﹤0.01%	2938
2016 Q4	$1.29M	Hold	28,383	–	–	﹤0.01%	2918
2016 Q3	$967K	Sell	28,383 -323	-1%	-$11.2K	﹤0.01%	2949
2016 Q2	$1.04M	Sell	28,706 -475	-2%	-$14.8K	﹤0.01%	2913
2016 Q1	$834K	Sell	29,181 -196	-0.7%	-$5.5K	﹤0.01%	2958
2015 Q4	$820K	Hold	29,377	–	–	﹤0.01%	2997
2015 Q3	$778K	Hold	29,377	–	–	﹤0.01%	3042
2015 Q2	$768K	Buy	29,377 +829	+3%	+$21.8K	﹤0.01%	3069
2015 Q1	$727K	Hold	28,548	–	–	﹤0.01%	3053
2014 Q4	$689K	Buy	28,548 +147	+0.5%	+$3.54K	﹤0.01%	3084
2014 Q3	$689K	Hold	28,401	–	–	﹤0.01%	3090
2014 Q2	$704K	Hold	28,401	–	–	﹤0.01%	3119
2014 Q1	$670K	Hold	28,401	–	–	﹤0.01%	3132
2013 Q4	$653K	Buy	28,401 +798	+3%	+$17.3K	﹤0.01%	3126
2013 Q3	$582K	Buy	27,603 +397	+1%	+$8.46K	﹤0.01%	3166
2013 Q2	$592K	Buy	+27,206	New	+$578K	﹤0.01%	3129

Other funds holding UNB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

CCMINC

Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $826M AUM 32.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Cannell & Spears New York $5.1B AUM 31.77% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Dimensional Fund Advisors held its Union Bankshares (UNB) position steady in Q1 2026 at 41,052 shares worth $998K. The position accounts for ﹤0.01% of the portfolio, ranked #2846.

Dimensional Fund Advisors first reported a position in UNB in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.49M in Q3 2018. 53 funds tracked by Wall St. Rank hold UNB as of Q1 2026.

Dimensional Fund Advisors held 41,052 shares of Union Bankshares worth $998K as of Q1 2026.
Dimensional Fund Advisors left its Union Bankshares share count unchanged in Q1 2026.
Union Bankshares made up ﹤0.01% of Dimensional Fund Advisors's portfolio in Q1 2026, its #2846 holding.
Dimensional Fund Advisors first reported a position in Union Bankshares in Q2 2013 and has held it in 52 quarters since.
Dimensional Fund Advisors's Union Bankshares position peaked at $1.49M in Q3 2018.
53 funds tracked by Wall St. Rank held Union Bankshares as of Q1 2026.

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