Dimensional Fund Advisors
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Dimensional Fund Advisors’s CB Financial Services CBFV Stock Holding History

Dimensional Fund Advisors’s Portfolio CBFV Stock Details CBFV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.38M Buy
36,428
+343
+1% +$12.2K ﹤0.01% 2809
2026
Q1 		$1.23M Sell
36,085
-455
-1% -$15.9K ﹤0.01% 2803
2025
Q4 		$1.27M Buy
36,540
+1,425
+4% +$48.3K ﹤0.01% 2827
2025
Q3 		$1.17M Buy
35,115
+27
+0.1% +$855 ﹤0.01% 2870
2025
Q2 		$1,000K Buy
35,088
+13,587
+63% +$388K ﹤0.01% 2886
2025
Q1 		$612K Buy
21,501
+3,679
+21% +$106K ﹤0.01% 2971
2024
Q4 		$509K Buy
17,822
+967
+6% +$28.6K ﹤0.01% 3035
2024
Q3 		$471K Buy
16,855
+3,246
+24% +$82.3K ﹤0.01% 3049
2024
Q2 		$308K Buy
13,609
+314
+2% +$6.97K ﹤0.01% 3106
2024
Q1 		$287K Hold
13,295
– – ﹤0.01% 3139
2023
Q4 		$317K Buy
13,295
+1,788
+16% +$39.5K ﹤0.01% 3121
2023
Q3 		$249K Hold
11,507
– – ﹤0.01% 3180
2023
Q2 		$234K Sell
11,507
-194
-2% -$3.94K ﹤0.01% 3214
2023
Q1 		$254K Buy
+11,701
New +$263K ﹤0.01% 3159
2022
Q3 		$233K Buy
+10,703
New +$241K ﹤0.01% 3209

Other funds holding CBFV

Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
MI
M3F Inc Salt Lake City, Utah $422M AUM 42.84% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Dimensional Fund Advisors's CBFV Position: Q2 2026 in Review

Dimensional Fund Advisors increased its CB Financial Services (CBFV) stake by 0.95% in Q2 2026, buying an estimated $12.2K and bringing the position to 36,428 shares worth $1.38M. The position accounts for ﹤0.01% of the portfolio, ranked #2809.

Dimensional Fund Advisors first reported a position in CBFV in Q3 2022 and has held it in 15 quarters since. 80 funds tracked by Wall St. Rank hold CBFV as of Q2 2026.

  • Dimensional Fund Advisors held 36,428 shares of CB Financial Services worth $1.38M as of Q2 2026.
  • Dimensional Fund Advisors bought 343 CB Financial Services shares in Q2 2026, an estimated $12.2K.
  • CB Financial Services made up ﹤0.01% of Dimensional Fund Advisors's portfolio in Q2 2026, its #2809 holding.
  • Dimensional Fund Advisors first reported a position in CB Financial Services in Q3 2022 and has held it in 15 quarters since.
  • 80 funds tracked by Wall St. Rank held CB Financial Services as of Q2 2026.

Based on Dimensional Fund Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.