Dimensional Fund Advisors’s Burke & Herbert Financial Services Corp BHRB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$16.9M	Sell	283,238 -26,259	-8%	-$1.57M	﹤0.01%	2048
2025 Q1	$17.4M	Sell	309,497 -31,200	-9%	-$1.75M	﹤0.01%	2008
2024 Q4	$21.2M	Sell	340,697 -15,085	-4%	-$941K	0.01%	1973
2024 Q3	$21.7M	Hold	355,782	–	–	0.01%	1963
2024 Q2	$18.1M	Buy	+355,782	New	+$18.1M	﹤0.01%	2006