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
Q3 		$2.8M Buy
133,571
+4,879
+4% +$104K ﹤0.01% 2638
2026
Q2 		$2.73M Buy
128,692
+7,759
+6% +$155K ﹤0.01% 2669
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Oppenheimer & Close
Oppenheimer & Close New York $163M AUM 22.88% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Courier Capital
Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $29.2B AUM 33.64% 1-Year Est. Return
Saber Capital Management
Saber Capital Management Fuquay Varina, North Carolina $140M AUM 25.51% 1-Year Est. Return
Ritholtz Wealth Management
Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return

Dimensional Fund Advisors's BVFL Position: Q3 2026 in Review

Dimensional Fund Advisors increased its BV Financial (BVFL) stake by 3.8% in Q3 2026, buying an estimated $104K and bringing the position to 133,571 shares worth $2.8M. The position accounts for ﹤0.01% of the portfolio, ranked #2638.

Dimensional Fund Advisors first reported a position in BVFL in Q1 2024 and has held it in 11 quarters since. 41 funds tracked by Wall St. Rank hold BVFL as of Q3 2026.

  • Dimensional Fund Advisors held 133,571 shares of BV Financial worth $2.8M as of Q3 2026.
  • Dimensional Fund Advisors bought 4,879 BV Financial shares in Q3 2026, an estimated $104K.
  • BV Financial made up ﹤0.01% of Dimensional Fund Advisors's portfolio in Q3 2026, its #2638 holding.
  • Dimensional Fund Advisors first reported a position in BV Financial in Q1 2024 and has held it in 11 quarters since.
  • 41 funds tracked by Wall St. Rank held BV Financial as of Q3 2026.

Based on Dimensional Fund Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.