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
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
+998
+9% +$22.4K ﹤0.01% 3159
2022
Q4 		$229 Hold
10,703
– – ﹤0.01% 3201
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
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
MI
M3F Inc Salt Lake City, Utah $404M AUM 17.6% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 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 $63.9B AUM 45.56% 1-Year Est. Return

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

Dimensional Fund Advisors reduced its CB Financial Services (CBFV) stake by 1.2% in Q1 2026, selling an estimated $15.9K and leaving 36,085 shares worth $1.23M. The position accounts for ﹤0.01% of the portfolio, ranked #2803.

Dimensional Fund Advisors first reported a position in CBFV in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.27M in Q4 2025. 78 funds tracked by Wall St. Rank hold CBFV as of Q1 2026.

  • Dimensional Fund Advisors held 36,085 shares of CB Financial Services worth $1.23M as of Q1 2026.
  • Dimensional Fund Advisors sold 455 CB Financial Services shares in Q1 2026, an estimated $15.9K.
  • CB Financial Services made up ﹤0.01% of Dimensional Fund Advisors's portfolio in Q1 2026, its #2803 holding.
  • Dimensional Fund Advisors first reported a position in CB Financial Services in Q3 2022 and has held it in 15 quarters since.
  • Dimensional Fund Advisors's CB Financial Services position peaked at $1.27M in Q4 2025.
  • 78 funds tracked by Wall St. Rank held CB Financial Services as of Q1 2026.

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