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Dimensional Fund Advisors LP

SEC CIK
0000354204
Latest filing
Aug 11, 2026

UNB holding history

Union Bankshares Inc in every 13F filed by Dimensional Fund Advisors LP, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UNB overviewAll 13F holders of UNBFull Q2 2026 holdings

Shares (Q2 2026)
41,052
Value
$995.9K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of UNB by Dimensional Fund Advisors LP, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202641,052$995.9K<0.1%00.0%UnchangedHolders
Q1 202641,052$998.3K<0.1%00.0%UnchangedHolders
Q4 202541,052$974.1K<0.1%+62+0.2%AddedHolders
Q3 202540,990$1.02M<0.1%+1,707+4.3%AddedHolders
Q2 202539,283$1.05M<0.1%+1,797+4.8%AddedHolders
Q1 202537,486$1.18M<0.1%+2,210+6.3%AddedHolders
Q4 202435,276$1.02M<0.1%+1,474+4.4%AddedHolders
Q3 202433,802$876.5K<0.1%+2,878+9.3%AddedHolders
Q2 202430,924$664.2K<0.1%+2,914+10.4%AddedHolders
Q1 202428,010$854.3K<0.1%00.0%UnchangedHolders
Q4 202328,010$858.5K<0.1%00.0%UnchangedHolders
Q3 202328,010$627.4K<0.1%00.0%UnchangedHolders
Q2 202328,010$643.0K<0.1%−178−0.6%ReducedHolders
Q1 202328,188$623.2K<0.1%−993−3.4%ReducedHolders
Q4 202229,181$683.0K<0.1%−125−0.4%ReducedHolders
Q3 202229,306$663.0K<0.1%00.0%UnchangedHolders
Q2 202229,306$766.0K<0.1%+178+0.6%AddedHolders
Q1 202229,128$896.0K<0.1%00.0%UnchangedHolders
Q4 202129,128$846.0K<0.1%−331−1.1%ReducedHolders
Q3 202129,459$942.0K<0.1%−379−1.3%ReducedHolders
Q2 202129,838$1.08M<0.1%+1,420+5.0%AddedHolders
Q1 202128,418$853.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.