Dimensional Fund Advisors LP Banks—Regional

Dimensional Fund Advisors LP

$391 Billion
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
EBMT Eagle Bancorp Montana, Inc.	$138M	$2.14 Million 0.0% of portfolio	127,481	Q1 2025 Added 15.69%
FINW Finwise Bancorp	$209M	$1.88 Million 0.0% of portfolio	107,130	Q1 2025 Added 9.3%
MGYR Magyar Bancorp, Inc.	$116M	$1.86 Million 0.0% of portfolio	133,833	Q1 2025 Added 0.45%
GCBC Greene County Bancorp Inc	$218M	$1.83 Million 0.0% of portfolio	75,823	Q1 2025 Added 0.2%
FRAF Franklin Financial Services Corp	$187M	$1.78 Million 0.0% of portfolio	50,260	Q1 2025 Added 15.87%
MNSB Main Street Bancshares, Inc.	$159M	$1.64 Million 0.0% of portfolio	98,360	Q1 2025 Added 11.89%
BCAL Southern Calif Bancorp Com	$298M	$1.55 Million 0.0% of portfolio	108,015	Q1 2025 Added 0.21%
VABK Virginia National Bankshares Corp	$203M	$1.43 Million 0.0% of portfolio	39,517	Q1 2025 Added 2.47%
UNB Union Bankshares Inc	$123M	$1.18 Million 0.0% of portfolio	37,486	Q1 2025 Added 6.26%
BRBS Blue Ridge Bankshares, Inc.	$74.3M	$1.07 Million 0.0% of portfolio	327,088	Q1 2025 Added 50.45%
OBT Orange County Bancorp, Inc.	$158M	$1.06 Million 0.0% of portfolio	45,414	Q1 2025 Added 163.87%
AFBI Affinity Bancshares, Inc.	$125M	$1.04 Million 0.0% of portfolio	58,358	Q1 2025 Added 6.23%
CZFS Citizens Financial Services Inc	$243M	$1 Million 0.0% of portfolio	17,300	Q1 2025 Added 47.43%
AUBN Auburn National Bancorporation, Inc	$101M	$861,000 0.0% of portfolio	39,882	Q1 2025 Added 0.65%
FCAP First Capital Inc	$131M	$765,000 0.0% of portfolio	20,053	Q1 2025 Added 0.57%
SSBI Summit State Bank Com Stk	$79.1M	$703,000 0.0% of portfolio	76,248	Q1 2025 Added 4.6%
WMPN William Penn Bancorporation	$179M	$676,000 0.0% of portfolio	61,946	Q1 2025 Added 18.31%
FNWD Finward Bancorp	$149M	$648,000 0.0% of portfolio	18,652	Q1 2025 Added 5.73%
CBFV Cb Financial Services, Inc.	$159M	$611,000 0.0% of portfolio	21,501	Q1 2025 Added 20.64%
FDBC Fidelity D & D Bancorp Inc	$250M	$611,000 0.0% of portfolio	14,698	Q1 2025 Added 1.72%
UBCP United Bancorp Inc	$83.3M	$583,000 0.0% of portfolio	43,449	Q1 2025 Added 6.09%
LSBK Lake Shore Bancorp, Inc.	$68.3M	$513,000 0.0% of portfolio	32,502	Q1 2025 Added 3.58%
VBNK Versa Bank	$318M	$497,000 0.0% of portfolio	48,059	Q1 2025 Reduced 1.23%
BOTJ Bank Of The James Financial Group Inc	$64.3M	$443,000 0.0% of portfolio	30,003	Q1 2025 Added 5.4%
FUSB First Us Bancshares, Inc.	$74.9M	$433,000 0.0% of portfolio	32,479	Q1 2025 Added 2.26%
IROQ If Bancorp, Inc.	$83M	$365,000 0.0% of portfolio	15,173	Q4 2024 Added 9.53%
PBHC Pathfinder Bancorp, Inc.	$69.3M	$343,000 0.0% of portfolio	20,904	Q1 2025 Added 6.44%
BSBR Banco Santander (Brasil) S.A.	$35.2B	$340,000 0.0% of portfolio	72,350	Q1 2025 Added 38.57%
OPHC Optimum Bank Holdings, Inc.	$27.7M	$284,000 0.0% of portfolio	69,177	Q1 2025 Added 4.68%
RBKB Rhinebeck Bancorp, Inc.	$142M	$262,000 0.0% of portfolio	26,654	Q1 2025 Added 17.4%
HNVR Hanover Bancorp, Inc.	$164M	$230,000 0.0% of portfolio	10,510	Q1 2025 New
KFFB Kentucky First Federal Bancorp	$27.2M	$226,000 0.0% of portfolio	76,106	Q1 2025 Added 5.16%
HFBL Home Federal Bancorp, Inc. Of Louisiana	$42.5M	$186,000 0.0% of portfolio	14,303	Q1 2025 Added 29.46%
FGBI First Guaranty Bancshares, Inc.	$92.4M	$114,000 0.0% of portfolio	14,928	Q1 2025 Reduced 4.48%
CARV Carver Bancorp Inc	$11.7M	$24,000 0.0% of portfolio	17,408	Q3 2024 Added 27.99%

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Dimensional Fund Advisors LP, based on Form 13F filings with the SEC.

News

Stay updated on Dimensional Fund Advisors LP with notifications on news.