Dimensional Fund Advisors
BVFL icon

Dimensional Fund Advisors’s BV Financial BVFL Stock Holding History

Dimensional Fund Advisors’s Portfolio BVFL Stock Details BVFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.31M Buy
120,933
+5,428
+5% +$103K ﹤0.01% 2670
2025
Q4 		$2.1M Buy
115,505
+7,812
+7% +$134K ﹤0.01% 2730
2025
Q3 		$1.74M Buy
107,693
+5,288
+5% +$85.6K ﹤0.01% 2799
2025
Q2 		$1.56M Buy
102,405
+34,490
+51% +$519K ﹤0.01% 2818
2025
Q1 		$1.04M Buy
67,915
+21,411
+46% +$336K ﹤0.01% 2876
2024
Q4 		$801K Buy
46,504
+16,997
+58% +$276K ﹤0.01% 2957
2024
Q3 		$453K Buy
29,507
+4
+0% +$56 ﹤0.01% 3056
2024
Q2 		$351K Buy
29,503
+8,866
+43% +$95.8K ﹤0.01% 3080
2024
Q1 		$213K Buy
+20,637
New +$263K ﹤0.01% 3182

Other funds holding BVFL

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
OC
Oppenheimer & Close New York $159M AUM 60.56% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SV
Stilwell Value New York $174M AUM 15.49% 1-Year Est. Return

Dimensional Fund Advisors's BVFL Position: Q1 2026 in Review

Dimensional Fund Advisors increased its BV Financial (BVFL) stake by 4.7% in Q1 2026, buying an estimated $103K and bringing the position to 120,933 shares worth $2.31M. The position accounts for ﹤0.01% of the portfolio, ranked #2670.

Dimensional Fund Advisors first reported a position in BVFL in Q1 2024 and has held it in 9 quarters since. 68 funds tracked by Wall St. Rank hold BVFL as of Q1 2026.

  • Dimensional Fund Advisors held 120,933 shares of BV Financial worth $2.31M as of Q1 2026.
  • Dimensional Fund Advisors bought 5,428 BV Financial shares in Q1 2026, an estimated $103K.
  • BV Financial made up ﹤0.01% of Dimensional Fund Advisors's portfolio in Q1 2026, its #2670 holding.
  • Dimensional Fund Advisors first reported a position in BV Financial in Q1 2024 and has held it in 9 quarters since.
  • 68 funds tracked by Wall St. Rank held BV Financial as of Q1 2026.

Based on Dimensional Fund Advisors's 13F filing for Q1 2026, filed 7 May 2026.