Dimensional Fund Advisors
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Dimensional Fund Advisors’s Citizens Financial Services CZFS Stock Holding History

Dimensional Fund Advisors’s Portfolio CZFS Stock Details CZFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.75M Buy
28,590
+4,115
+17% +$254K ﹤0.01% 2735
2025
Q4 		$1.4M Buy
24,475
+56
+0.2% +$3.19K ﹤0.01% 2805
2025
Q3 		$1.47M Buy
24,419
+1,496
+7% +$89.4K ﹤0.01% 2832
2025
Q2 		$1.35M Buy
22,923
+5,450
+31% +$314K ﹤0.01% 2840
2025
Q1 		$1M Buy
17,473
+5,622
+47% +$335K ﹤0.01% 2882
2024
Q4 		$743K Buy
11,851
+5,898
+99% +$376K ﹤0.01% 2970
2024
Q3 		$346K Buy
5,953
+504
+9% +$25.3K ﹤0.01% 3092
2024
Q2 		$242K Sell
5,449
-356
-6% -$15.3K ﹤0.01% 3138
2024
Q1 		$280K Buy
+5,805
New +$294K ﹤0.01% 3143

Other funds holding CZFS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CNC
Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
HI
Hudock Inc Williamsport, Pennsylvania $781M AUM 27.68% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

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

Dimensional Fund Advisors increased its Citizens Financial Services (CZFS) stake by 17% in Q1 2026, buying an estimated $254K and bringing the position to 28,590 shares worth $1.75M. The position accounts for ﹤0.01% of the portfolio, ranked #2735.

Dimensional Fund Advisors first reported a position in CZFS in Q1 2024 and has held it in 9 quarters since. 87 funds tracked by Wall St. Rank hold CZFS as of Q1 2026.

  • Dimensional Fund Advisors held 28,590 shares of Citizens Financial Services worth $1.75M as of Q1 2026.
  • Dimensional Fund Advisors bought 4,115 Citizens Financial Services shares in Q1 2026, an estimated $254K.
  • Citizens Financial Services made up ﹤0.01% of Dimensional Fund Advisors's portfolio in Q1 2026, its #2735 holding.
  • Dimensional Fund Advisors first reported a position in Citizens Financial Services in Q1 2024 and has held it in 9 quarters since.
  • 87 funds tracked by Wall St. Rank held Citizens Financial Services as of Q1 2026.

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