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
Q3 		$1.36M Buy
36,940
+512
+1% +$19K ﹤0.01% 2787
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 		$1000K 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 $52.3B AUM 19.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
MI
M3F Inc Salt Lake City, Utah $391M AUM 19.44% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $126B AUM 27.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Waldron Private Wealth
Waldron Private Wealth Bridgeville, Pennsylvania $2.88B AUM 16.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Empowered Funds
Empowered Funds Havertown, Pennsylvania $21.7B AUM 41.23% 1-Year Est. Return
S&T Bank
S&T Bank Indiana, Pennsylvania $296M AUM 78.33% 1-Year Est. Return

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

Dimensional Fund Advisors increased its CB Financial Services (CBFV) stake by 1.4% in Q3 2026, buying an estimated $19K and bringing the position to 36,940 shares worth $1.36M. The position accounts for ﹤0.01% of the portfolio, ranked #2787.

Dimensional Fund Advisors first reported a position in CBFV in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.38M in Q2 2026. 61 funds tracked by Wall St. Rank hold CBFV as of Q3 2026.

  • Dimensional Fund Advisors held 36,940 shares of CB Financial Services worth $1.36M as of Q3 2026.
  • Dimensional Fund Advisors bought 512 CB Financial Services shares in Q3 2026, an estimated $19K.
  • CB Financial Services made up ﹤0.01% of Dimensional Fund Advisors's portfolio in Q3 2026, its #2787 holding.
  • Dimensional Fund Advisors first reported a position in CB Financial Services in Q3 2022 and has held it in 16 quarters since.
  • Dimensional Fund Advisors's CB Financial Services position peaked at $1.38M in Q2 2026.
  • 61 funds tracked by Wall St. Rank held CB Financial Services as of Q3 2026.

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