Dimensional Fund Advisors’s Affinity Bancshares AFBI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.34M	Hold	60,098	–	–	﹤0.01%	2789
2025 Q4	$1.25M	Sell	60,098 -575	-0.9%	-$11.3K	﹤0.01%	2830
2025 Q3	$1.2M	Hold	60,673	–	–	﹤0.01%	2867
2025 Q2	$1.12M	Buy	60,673 +2,315	+4%	+$42.2K	﹤0.01%	2868
2025 Q1	$1.04M	Buy	58,358 +3,425	+6%	+$63K	﹤0.01%	2875
2024 Q4	$966K	Buy	54,933 +1,684	+3%	+$36.2K	﹤0.01%	2922
2024 Q3	$1.14M	Buy	53,249 +7,216	+16%	+$154K	﹤0.01%	2889
2024 Q2	$976K	Buy	46,033 +6,421	+16%	+$116K	﹤0.01%	2914
2024 Q1	$656K	Buy	39,612 +774	+2%	+$12.7K	﹤0.01%	2997
2023 Q4	$620K	Buy	38,838 +1,278	+3%	+$18.9K	﹤0.01%	3007
2023 Q3	$574K	Buy	37,560 +2,541	+7%	+$35.4K	﹤0.01%	3027
2023 Q2	$411K	Buy	35,019 +11,120	+47%	+$146K	﹤0.01%	3103
2023 Q1	$342K	Buy	23,899 +102	+0.4%	+$1.53K	﹤0.01%	3097
2022 Q4	$359	Buy	23,797 +106	+0.4%	+$1.53K	﹤0.01%	3103
2022 Q3	$346K	Buy	23,691 +287	+1%	+$4.24K	﹤0.01%	3125
2022 Q2	$348K	Buy	23,404 +1,144	+5%	+$17.1K	﹤0.01%	3150
2022 Q1	$350K	Buy	22,260 +1,394	+7%	+$21.6K	﹤0.01%	3223
2021 Q4	$321K	Buy	20,866 +1,346	+7%	+$19.7K	﹤0.01%	3261
2021 Q3	$275K	Buy	19,520 +1,948	+11%	+$26.6K	﹤0.01%	3292
2021 Q2	$226K	Sell	17,572 -10,769	-38%	-$135K	﹤0.01%	3317
2021 Q1	$343K	Sell	28,341 -3,263	-10%	-$36.7K	﹤0.01%	3204
2020 Q4	$338K	Hold	31,604	–	–	﹤0.01%	3158
2020 Q3	$249K	Hold	31,604	–	–	﹤0.01%	3179
2020 Q2	$270K	Hold	31,604	–	–	﹤0.01%	3181
2020 Q1	$240K	Hold	31,604	–	–	﹤0.01%	3180
2019 Q4	$399K	Buy	31,604 +863	+3%	+$10.2K	﹤0.01%	3168
2019 Q3	$346K	Buy	30,741 +1,721	+6%	+$19.1K	﹤0.01%	3201
2019 Q2	$318K	Hold	29,020	–	–	﹤0.01%	3259
2019 Q1	$328K	Hold	29,020	–	–	﹤0.01%	3235
2018 Q4	$373K	Buy	29,020 +15,386	+113%	+$187K	﹤0.01%	3191
2018 Q3	$176K	Buy	+13,634	New	+$174K	﹤0.01%	3324

Other funds holding AFBI

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Raffles Associates New York $115M AUM 35.69% 1-Year Est. Return

GLAM

Gardner Lewis Asset Management Chadds Ford, Pennsylvania $462M AUM 65.29% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

YCM

Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

PCM

Prelude Capital Management New York $1.31B AUM 62.01% 1-Year Est. Return

FPW

Flywheel Private Wealth Los Altos, California $203M AUM 30% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

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

Dimensional Fund Advisors held its Affinity Bancshares (AFBI) position steady in Q1 2026 at 60,098 shares worth $1.34M. The position accounts for ﹤0.01% of the portfolio, ranked #2789.

Dimensional Fund Advisors first reported a position in AFBI in Q3 2018 and has held it in 31 quarters since. 32 funds tracked by Wall St. Rank hold AFBI as of Q1 2026.

Dimensional Fund Advisors held 60,098 shares of Affinity Bancshares worth $1.34M as of Q1 2026.
Dimensional Fund Advisors left its Affinity Bancshares share count unchanged in Q1 2026.
Affinity Bancshares made up ﹤0.01% of Dimensional Fund Advisors's portfolio in Q1 2026, its #2789 holding.
Dimensional Fund Advisors first reported a position in Affinity Bancshares in Q3 2018 and has held it in 31 quarters since.
32 funds tracked by Wall St. Rank held Affinity Bancshares as of Q1 2026.

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