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
2025
Q2 		$16.9M Sell
2025
Q1 		$17.4M Sell
2024
Q4 		$21.2M Sell
2024
Q3 		$21.7M Hold
2024
Q2 		$18.1M Buy