Dimensional Fund Advisors
CARE icon

Dimensional Fund Advisors’s Carter Bankshares CARE Stock Holding History

Dimensional Fund Advisors’s Portfolio CARE Stock Details CARE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$27.4M Buy
1,175,925
+52,195
+5% +$1.09M 0.01% 1819
2025
Q4 		$22.1M Sell
1,123,730
-6,325
-0.6% -$118K ﹤0.01% 1926
2025
Q3 		$21.9M Buy
1,130,055
+24,621
+2% +$459K ﹤0.01% 1940
2025
Q2 		$19.2M Buy
1,105,434
+48,850
+5% +$773K ﹤0.01% 1988
2025
Q1 		$17.1M Buy
1,056,584
+40,596
+4% +$696K ﹤0.01% 2014
2024
Q4 		$17.9M Buy
1,015,988
+51,987
+5% +$956K ﹤0.01% 2037
2024
Q3 		$16.8M Buy
964,001
+71,587
+8% +$1.18M ﹤0.01% 2083
2024
Q2 		$13.5M Buy
892,414
+74,317
+9% +$930K ﹤0.01% 2130
2024
Q1 		$10.3M Buy
818,097
+71,747
+10% +$977K ﹤0.01% 2300
2023
Q4 		$11.2M Buy
746,350
+83,817
+13% +$1.06M ﹤0.01% 2275
2023
Q3 		$8.3M Buy
662,533
+122,042
+23% +$1.75M ﹤0.01% 2353
2023
Q2 		$7.99M Buy
540,491
+82,715
+18% +$1.17M ﹤0.01% 2358
2023
Q1 		$6.41M Buy
457,776
+46,052
+11% +$743K ﹤0.01% 2406
2022
Q4 		$6.83K Buy
411,724
+34,064
+9% +$597K ﹤0.01% 2358
2022
Q3 		$6.08M Buy
377,660
+55,787
+17% +$872K ﹤0.01% 2357
2022
Q2 		$4.25M Buy
321,873
+136,790
+74% +$2.1M ﹤0.01% 2498
2022
Q1 		$3.21M Buy
185,083
+75,519
+69% +$1.21M ﹤0.01% 2679
2021
Q4 		$1.69M Buy
109,564
+35,509
+48% +$535K ﹤0.01% 2892
2021
Q3 		$1.05M Buy
74,055
+24,513
+49% +$303K ﹤0.01% 3039
2021
Q2 		$620K Buy
+49,542
New +$692K ﹤0.01% 3116

Other funds holding CARE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
PU
Petiole USA New York $143M AUM 19.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return

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

Dimensional Fund Advisors increased its Carter Bankshares (CARE) stake by 4.6% in Q1 2026, buying an estimated $1.09M and bringing the position to 1,175,925 shares worth $27.4M. The position accounts for 0.01% of the portfolio, ranked #1819.

Dimensional Fund Advisors first reported a position in CARE in Q2 2021 and has held it in 20 quarters since. 125 funds tracked by Wall St. Rank hold CARE as of Q1 2026.

  • Dimensional Fund Advisors held 1,175,925 shares of Carter Bankshares worth $27.4M as of Q1 2026.
  • Dimensional Fund Advisors bought 52,195 Carter Bankshares shares in Q1 2026, an estimated $1.09M.
  • Carter Bankshares made up 0.01% of Dimensional Fund Advisors's portfolio in Q1 2026, its #1819 holding.
  • Dimensional Fund Advisors first reported a position in Carter Bankshares in Q2 2021 and has held it in 20 quarters since.
  • 125 funds tracked by Wall St. Rank held Carter Bankshares as of Q1 2026.

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