Dimensional Fund Advisors
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Dimensional Fund Advisors’s Coastal Financial CCB Stock Holding History

Dimensional Fund Advisors’s Portfolio CCB Stock Details CCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$28.9M Buy
372,280
+12,709
+4% +$955K 0.01% 1870
2026
Q1 		$27.4M Buy
359,571
+25,424
+8% +$2.3M 0.01% 1821
2025
Q4 		$38.3M Sell
334,147
-14,206
-4% -$1.55M 0.01% 1658
2025
Q3 		$37.7M Sell
348,353
-10,807
-3% -$1.15M 0.01% 1672
2025
Q2 		$34.8M Buy
359,160
+11,342
+3% +$977K 0.01% 1696
2025
Q1 		$31.4M Sell
347,818
-15,491
-4% -$1.35M 0.01% 1723
2024
Q4 		$30.8M Sell
363,309
-7,737
-2% -$540K 0.01% 1802
2024
Q3 		$20M Buy
371,046
+11,185
+3% +$561K ﹤0.01% 1999
2024
Q2 		$16.6M Buy
359,861
+20,517
+6% +$863K ﹤0.01% 2052
2024
Q1 		$13.2M Buy
339,344
+23,219
+7% +$918K ﹤0.01% 2191
2023
Q4 		$14M Buy
316,125
+21,231
+7% +$877K ﹤0.01% 2161
2023
Q3 		$12.7M Buy
294,894
+34,215
+13% +$1.49M ﹤0.01% 2137
2023
Q2 		$9.82M Buy
260,679
+41,543
+19% +$1.48M ﹤0.01% 2265
2023
Q1 		$7.89M Buy
+219,136
New +$9.44M ﹤0.01% 2317
2022
Q3 		$6.39M Buy
160,899
+24,801
+18% +$1M ﹤0.01% 2341
2022
Q2 		$5.19M Buy
136,098
+37,596
+38% +$1.51M ﹤0.01% 2436
2022
Q1 		$4.51M Buy
98,502
+17,862
+22% +$869K ﹤0.01% 2569
2021
Q4 		$4.08M Buy
80,640
+11,442
+17% +$474K ﹤0.01% 2630
2021
Q3 		$2.21M Buy
69,198
+8,997
+15% +$268K ﹤0.01% 2829
2021
Q2 		$1.72M Buy
60,201
+6,914
+13% +$202K ﹤0.01% 2909
2021
Q1 		$1.4M Buy
53,287
+10,389
+24% +$257K ﹤0.01% 2937
2020
Q4 		$901K Buy
42,898
+3,563
+9% +$63.6K ﹤0.01% 3000
2020
Q3 		$482K Buy
39,335
+800
+2% +$11.1K ﹤0.01% 3069
2020
Q2 		$560K Buy
38,535
+3,406
+10% +$44.9K ﹤0.01% 3053
2020
Q1 		$369K Buy
35,129
+6,604
+23% +$103K ﹤0.01% 3112
2019
Q4 		$470K Buy
+28,525
New +$461K ﹤0.01% 3143

Other funds holding CCB

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CCPM
Cooper Creek Partners Management New York $4.21B AUM 44.81% 1-Year Est. Return
Azora Capital LP
Azora Capital LP Miami, Florida $2.37B AUM 34.87% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $487M AUM 31.85% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Dimensional Fund Advisors increased its Coastal Financial (CCB) stake by 3.5% in Q2 2026, buying an estimated $955K and bringing the position to 372,280 shares worth $28.9M. The position accounts for 0.01% of the portfolio, ranked #1870.

Dimensional Fund Advisors first reported a position in CCB in Q4 2019 and has held it in 26 quarters since. The position peaked at $38.3M in Q4 2025. 194 funds tracked by Wall St. Rank hold CCB as of Q2 2026.

  • Dimensional Fund Advisors held 372,280 shares of Coastal Financial worth $28.9M as of Q2 2026.
  • Dimensional Fund Advisors bought 12,709 Coastal Financial shares in Q2 2026, an estimated $955K.
  • Coastal Financial made up 0.01% of Dimensional Fund Advisors's portfolio in Q2 2026, its #1870 holding.
  • Dimensional Fund Advisors first reported a position in Coastal Financial in Q4 2019 and has held it in 26 quarters since.
  • Dimensional Fund Advisors's Coastal Financial position peaked at $38.3M in Q4 2025.
  • 194 funds tracked by Wall St. Rank held Coastal Financial as of Q2 2026.

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