UNB D UNION BANKSHARES INC COM

Ownership history in DIMENSIONAL FUND ADVISORS LP  ·  74 quarters on record

AI Ownership Summary

DIMENSIONAL FUND ADVISORS LP reported D UNION BANKSHARES INC COM (UNB) in 74 quarterly 13F filings from 2023 Q3 through 2025 Q4. The latest visible filing shows UNB at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this UNB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was DIMENSIONAL FUND ADVISORS LP's position in D UNION BANKSHARES INC COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

UNB was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How DIMENSIONAL FUND ADVISORS LP held UNB — position size vs. price
% of Fund (quarterly)    UNB price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 41,052 +62 +0.2% 0.00% $974K 2026-02-14 (Est.) $24.94
2025 Q3 ADDED 40,990 +1,707 +4.3% 0.00% $1.0M 2025-11-12 $22.32
2025 Q2 ADDED 39,283 +1,797 +4.8% 0.00% $1.0M 2025-08-12 $26.44
2025 Q1 ADDED 37,486 +2,210 +6.3% 0.00% $1.2M 2025-05-13 $32.90
2024 Q4 ADDED 35,276 +1,474 +4.4% 0.00% $1.0M 2025-02-13 $31.83
2024 Q3 ADDED 33,802 +2,878 +9.3% 0.00% $876K 2024-11-07 $27.53
2024 Q2 ADDED 30,924 +2,914 +10.4% 0.00% $664K 2024-08-09 $22.34
2024 Q1 UNCHANGED 28,010 0% 0.00% $854K 2024-05-10 $23.17
2023 Q4 UNCHANGED 28,010 0% 0.00% $859K 2024-02-07 $26.04
2023 Q3 UNCHANGED 28,010 0% 0.00% $627K 2023-11-09 $22.46
64 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About DIMENSIONAL FUND ADVISORS LP and UNB

These are the practical questions this page is built to answer before you even open the full history table.

How long has DIMENSIONAL FUND ADVISORS LP reported owning UNB?

DIMENSIONAL FUND ADVISORS LP reported UNB across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported UNB position in DIMENSIONAL FUND ADVISORS LP's portfolio?

The largest reported portfolio weight for UNB was 0.00% in 2025 Q1.

What is the latest reported UNB position on this page?

The most recent filing on this page is 2025 Q4, when DIMENSIONAL FUND ADVISORS LP reported 41,052 shares, equal to 0.00% of portfolio, with an estimated market value of $974K.

What does the chart on this UNB ownership page compare?

The chart compares DIMENSIONAL FUND ADVISORS LP's quarterly UNB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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