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

Dimensional Fund Advisors’s Portfolio BHRB Stock Details BHRB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$32.5M Buy
452,257
+84,309
+23% +$5.45M 0.01% 1815
2026
Q1 		$22.9M Buy
367,948
+49,957
+16% +$3.23M ﹤0.01% 1902
2025
Q4 		$19.8M Buy
317,991
+36,027
+13% +$2.26M ﹤0.01% 1971
2025
Q3 		$17.4M Sell
281,964
-1,274
-0.4% -$78.8K ﹤0.01% 2064
2025
Q2 		$16.9M Sell
283,238
-26,259
-8% -$1.45M ﹤0.01% 2048
2025
Q1 		$17.4M Sell
309,497
-31,200
-9% -$1.91M ﹤0.01% 2008
2024
Q4 		$21.2M Sell
340,697
-15,085
-4% -$987K 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

Other funds holding BHRB

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $487M AUM 31.85% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
HCM
Hutchinson Capital Management San Rafael, California $584M AUM 12.69% 1-Year Est. Return
BHBT
Burke & Herbert Bank & Trust Alexandria, Virginia $403M AUM 26.8% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Dimensional Fund Advisors increased its Burke & Herbert Financial Services Corp (BHRB) stake by 23% in Q2 2026, buying an estimated $5.45M and bringing the position to 452,257 shares worth $32.5M. The position accounts for 0.01% of the portfolio, ranked #1815.

Dimensional Fund Advisors first reported a position in BHRB in Q2 2024 and has held it in 9 quarters since. 207 funds tracked by Wall St. Rank hold BHRB as of Q2 2026.

  • Dimensional Fund Advisors held 452,257 shares of Burke & Herbert Financial Services Corp worth $32.5M as of Q2 2026.
  • Dimensional Fund Advisors bought 84,309 Burke & Herbert Financial Services Corp shares in Q2 2026, an estimated $5.45M.
  • Burke & Herbert Financial Services Corp made up 0.01% of Dimensional Fund Advisors's portfolio in Q2 2026, its #1815 holding.
  • Dimensional Fund Advisors first reported a position in Burke & Herbert Financial Services Corp in Q2 2024 and has held it in 9 quarters since.
  • 207 funds tracked by Wall St. Rank held Burke & Herbert Financial Services Corp as of Q2 2026.

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