Dimensional Fund Advisors’s CB Financial Services CBFV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1,000K | Buy |
35,088
+13,587
| +63% | +$387K | ﹤0.01% | 2886 |
|
|
2025
Q1 | $612K | Buy |
21,501
+3,679
| +21% | +$105K | ﹤0.01% | 2971 |
|
|
2024
Q4 | $509K | Buy |
17,822
+967
| +6% | +$27.6K | ﹤0.01% | 3035 |
|
|
2024
Q3 | $471K | Buy |
16,855
+3,246
| +24% | +$90.8K | ﹤0.01% | 3049 |
|
|
2024
Q2 | $308K | Buy |
13,609
+314
| +2% | +$7.12K | ﹤0.01% | 3106 |
|
|
2024
Q1 | $287K | Hold |
13,295
| – | – | ﹤0.01% | 3139 |
|
|
2023
Q4 | $317K | Buy |
13,295
+1,788
| +16% | +$42.6K | ﹤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% | +$21.7K | ﹤0.01% | 3159 |
|
|
2022
Q4 | $229 | Hold |
10,703
| – | – | ﹤0.01% | 3201 |
|
|
2022
Q3 | $233K | Buy |
+10,703
| New | +$233K | ﹤0.01% | 3209 |
|