Dimensional Fund Advisors’s Community Bank CBU Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $104M | Buy |
1,825,822
+29,138
| +2% | +$1.66M | 0.02% | 974 |
|
2025
Q1 | $102M | Buy |
1,796,684
+21,975
| +1% | +$1.25M | 0.03% | 957 |
|
2024
Q4 | $109M | Buy |
1,774,709
+522
| +0% | +$32.2K | 0.03% | 948 |
|
2024
Q3 | $103M | Buy |
1,774,187
+3,539
| +0.2% | +$206K | 0.03% | 1011 |
|
2024
Q2 | $83.6M | Buy |
1,770,648
+142,909
| +9% | +$6.75M | 0.02% | 1102 |
|
2024
Q1 | $78.2M | Buy |
1,627,739
+45,060
| +3% | +$2.16M | 0.02% | 1144 |
|
2023
Q4 | $82.5M | Buy |
1,582,679
+91,165
| +6% | +$4.75M | 0.02% | 1059 |
|
2023
Q3 | $63M | Buy |
1,491,514
+36,983
| +3% | +$1.56M | 0.02% | 1176 |
|
2023
Q2 | $68.2M | Buy |
1,454,531
+219,224
| +18% | +$10.3M | 0.02% | 1129 |
|
2023
Q1 | $64.8M | Buy |
1,235,307
+32,218
| +3% | +$1.69M | 0.02% | 1128 |
|
2022
Q4 | $75.7K | Buy |
1,203,089
+16,741
| +1% | +$1.05K | 0.02% | 980 |
|
2022
Q3 | $71.3M | Buy |
1,186,348
+2,644
| +0.2% | +$159K | 0.03% | 942 |
|
2022
Q2 | $74.9M | Buy |
1,183,704
+10,348
| +0.9% | +$655K | 0.03% | 946 |
|
2022
Q1 | $82.3M | Buy |
1,173,356
+42,368
| +4% | +$2.97M | 0.03% | 991 |
|
2021
Q4 | $84.2M | Buy |
1,130,988
+16,977
| +2% | +$1.26M | 0.03% | 1024 |
|
2021
Q3 | $76.2M | Sell |
1,114,011
-6,274
| -0.6% | -$429K | 0.02% | 1056 |
|
2021
Q2 | $84.7M | Sell |
1,120,285
-35,401
| -3% | -$2.68M | 0.03% | 995 |
|
2021
Q1 | $88.7M | Sell |
1,155,686
-135,222
| -10% | -$10.4M | 0.03% | 927 |
|
2020
Q4 | $80.4M | Sell |
1,290,908
-67,540
| -5% | -$4.21M | 0.03% | 956 |
|
2020
Q3 | $74M | Sell |
1,358,448
-11,145
| -0.8% | -$607K | 0.03% | 830 |
|
2020
Q2 | $78.1M | Sell |
1,369,593
-64,423
| -4% | -$3.67M | 0.03% | 771 |
|
2020
Q1 | $84.3M | Sell |
1,434,016
-98,285
| -6% | -$5.78M | 0.04% | 546 |
|
2019
Q4 | $109M | Sell |
1,532,301
-218,307
| -12% | -$15.5M | 0.04% | 654 |
|
2019
Q3 | $108M | Sell |
1,750,608
-112,742
| -6% | -$6.96M | 0.04% | 609 |
|
2019
Q2 | $123M | Sell |
1,863,350
-81,476
| -4% | -$5.36M | 0.05% | 516 |
|
2019
Q1 | $116M | Sell |
1,944,826
-11,800
| -0.6% | -$705K | 0.05% | 545 |
|
2018
Q4 | $114M | Buy |
1,956,626
+14,872
| +0.8% | +$867K | 0.05% | 445 |
|
2018
Q3 | $119M | Sell |
1,941,754
-39,094
| -2% | -$2.39M | 0.05% | 564 |
|
2018
Q2 | $117M | Sell |
1,980,848
-24,266
| -1% | -$1.43M | 0.05% | 530 |
|
2018
Q1 | $107M | Buy |
2,005,114
+17,552
| +0.9% | +$940K | 0.04% | 571 |
|
2017
Q4 | $107M | Buy |
1,987,562
+90,909
| +5% | +$4.89M | 0.04% | 573 |
|
2017
Q3 | $105M | Buy |
1,896,653
+21,213
| +1% | +$1.17M | 0.05% | 559 |
|
2017
Q2 | $105M | Sell |
1,875,440
-44,531
| -2% | -$2.48M | 0.05% | 516 |
|
2017
Q1 | $106M | Sell |
1,919,971
-38,529
| -2% | -$2.12M | 0.05% | 499 |
|
2016
Q4 | $121M | Buy |
1,958,500
+29,715
| +2% | +$1.84M | 0.06% | 387 |
|
2016
Q3 | $92.8M | Buy |
1,928,785
+19,689
| +1% | +$947K | 0.05% | 487 |
|
2016
Q2 | $78.4M | Buy |
1,909,096
+108,621
| +6% | +$4.46M | 0.05% | 558 |
|
2016
Q1 | $68.8M | Buy |
1,800,475
+47,585
| +3% | +$1.82M | 0.04% | 607 |
|
2015
Q4 | $70M | Buy |
1,752,890
+80,788
| +5% | +$3.23M | 0.04% | 575 |
|
2015
Q3 | $62.2M | Buy |
1,672,102
+71,025
| +4% | +$2.64M | 0.04% | 614 |
|
2015
Q2 | $60.5M | Buy |
1,601,077
+46,161
| +3% | +$1.74M | 0.04% | 683 |
|
2015
Q1 | $55M | Buy |
1,554,916
+103,387
| +7% | +$3.66M | 0.03% | 745 |
|
2014
Q4 | $55.3M | Buy |
1,451,529
+62,274
| +4% | +$2.37M | 0.04% | 676 |
|
2014
Q3 | $46.7M | Buy |
1,389,255
+75,693
| +6% | +$2.54M | 0.03% | 742 |
|
2014
Q2 | $47.6M | Buy |
1,313,562
+33,535
| +3% | +$1.21M | 0.03% | 752 |
|
2014
Q1 | $49.9M | Buy |
1,280,027
+23,372
| +2% | +$912K | 0.04% | 638 |
|
2013
Q4 | $49.9M | Buy |
1,256,655
+34,113
| +3% | +$1.35M | 0.04% | 615 |
|
2013
Q3 | $41.7M | Sell |
1,222,542
-9,297
| -0.8% | -$317K | 0.04% | 660 |
|
2013
Q2 | $38M | Buy |
+1,231,839
| New | +$38M | 0.04% | 648 |
|