Dimensional Fund Advisors
BHRB icon

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
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 $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
HCM
Hutchinson Capital Management San Rafael, California $544M AUM 9.54% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
BHBT
Burke & Herbert Bank & Trust Alexandria, Virginia $362M AUM 20.5% 1-Year Est. Return
EWM
Evermay Wealth Management Arlington, Virginia $902M AUM 14.76% 1-Year Est. Return