Dimensional Fund Advisors’s Southern California Bancorp BCAL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$16.5M	Buy	773,875 +143,820	+23%	+$3.07M	﹤0.01%	2102
2026 Q2	$13.1M	Buy	630,055 +159,863	+34%	+$3.04M	﹤0.01%	2197
2026 Q1	$8.33M	Buy	470,192 +155,744	+50%	+$2.85M	﹤0.01%	2316
2025 Q4	$5.87M	Buy	314,448 +95,771	+44%	+$1.76M	﹤0.01%	2480
2025 Q3	$3.65M	Buy	218,677 +67,238	+44%	+$1.1M	﹤0.01%	2624
2025 Q2	$2.39M	Buy	151,439 +43,424	+40%	+$619K	﹤0.01%	2720
2025 Q1	$1.55M	Buy	108,015 +224	+0.2%	+$3.48K	﹤0.01%	2776
2024 Q4	$1.78M	Hold	107,791	–	–	﹤0.01%	2819
2024 Q3	$1.59M	Buy	+107,791	New	+$1.57M	﹤0.01%	2834

Other funds holding BCAL

Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Rosenthal Henry Capital Advisors Mishawaka, Indiana $109M AUM 9.31% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

Keystone Wealth Services Palm Desert, California $560M AUM 27.7% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return

ELCO Management New York $213M AUM 25.22% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Dimensional Fund Advisors's BCAL Position: Q3 2026 in Review

Dimensional Fund Advisors increased its Southern California Bancorp (BCAL) stake by 23% in Q3 2026, buying an estimated $3.07M and bringing the position to 773,875 shares worth $16.5M. The position accounts for ﹤0.01% of the portfolio, ranked #2102.

Dimensional Fund Advisors first reported a position in BCAL in Q3 2024 and has held it in 9 quarters since. 39 funds tracked by Wall St. Rank hold BCAL as of Q3 2026.

Dimensional Fund Advisors held 773,875 shares of Southern California Bancorp worth $16.5M as of Q3 2026.
Dimensional Fund Advisors bought 143,820 Southern California Bancorp shares in Q3 2026, an estimated $3.07M.
Southern California Bancorp made up ﹤0.01% of Dimensional Fund Advisors's portfolio in Q3 2026, its #2102 holding.
Dimensional Fund Advisors first reported a position in Southern California Bancorp in Q3 2024 and has held it in 9 quarters since.
39 funds tracked by Wall St. Rank held Southern California Bancorp as of Q3 2026.

Based on Dimensional Fund Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.