Dimensional Fund Advisors
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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
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

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $770M AUM 28.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $487M AUM 31.85% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors's BCAL Position: Q2 2026 in Review

Dimensional Fund Advisors increased its Southern California Bancorp (BCAL) stake by 34% in Q2 2026, buying an estimated $3.04M and bringing the position to 630,055 shares worth $13.1M. The position accounts for ﹤0.01% of the portfolio, ranked #2197.

Dimensional Fund Advisors first reported a position in BCAL in Q3 2024 and has held it in 8 quarters since. 146 funds tracked by Wall St. Rank hold BCAL as of Q2 2026.

  • Dimensional Fund Advisors held 630,055 shares of Southern California Bancorp worth $13.1M as of Q2 2026.
  • Dimensional Fund Advisors bought 159,863 Southern California Bancorp shares in Q2 2026, an estimated $3.04M.
  • Southern California Bancorp made up ﹤0.01% of Dimensional Fund Advisors's portfolio in Q2 2026, its #2197 holding.
  • Dimensional Fund Advisors first reported a position in Southern California Bancorp in Q3 2024 and has held it in 8 quarters since.
  • 146 funds tracked by Wall St. Rank held Southern California Bancorp as of Q2 2026.

Based on Dimensional Fund Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.