Dimensional Fund Advisors
CZWI icon

Dimensional Fund Advisors’s Citizens Community Bancorp CZWI Stock Holding History

Dimensional Fund Advisors’s Portfolio CZWI Stock Details CZWI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.87M Buy
346,741
+10,515
+3% +$193K ﹤0.01% 2393
2025
Q4 		$5.99M Buy
336,226
+7,058
+2% +$118K ﹤0.01% 2469
2025
Q3 		$5.29M Buy
329,168
+6,388
+2% +$100K ﹤0.01% 2529
2025
Q2 		$4.45M Buy
322,780
+17,644
+6% +$251K ﹤0.01% 2559
2025
Q1 		$4.39M Buy
305,136
+4,340
+1% +$66.4K ﹤0.01% 2533
2024
Q4 		$4.9M Buy
300,796
+14,367
+5% +$219K ﹤0.01% 2531
2024
Q3 		$4.06M Buy
286,429
+5,731
+2% +$73.5K ﹤0.01% 2573
2024
Q2 		$3.25M Buy
280,698
+2,986
+1% +$33.5K ﹤0.01% 2630
2024
Q1 		$3.37M Buy
277,712
+22,552
+9% +$268K ﹤0.01% 2653
2023
Q4 		$2.99M Buy
255,160
+1,721
+0.7% +$17.4K ﹤0.01% 2694
2023
Q3 		$2.43M Buy
253,439
+1,067
+0.4% +$10.6K ﹤0.01% 2717
2023
Q2 		$2.23M Sell
252,372
-5,713
-2% -$52.5K ﹤0.01% 2750
2023
Q1 		$2.74M Buy
258,085
+437
+0.2% +$5.26K ﹤0.01% 2661
2022
Q4 		$3.1K Buy
257,648
+1,964
+0.8% +$25.2K ﹤0.01% 2589
2022
Q3 		$3.11M Buy
255,684
+6,078
+2% +$78.7K ﹤0.01% 2578
2022
Q2 		$3.45M Buy
249,606
+6,351
+3% +$85K ﹤0.01% 2567
2022
Q1 		$3.68M Buy
243,255
+6,456
+3% +$97.1K ﹤0.01% 2624
2021
Q4 		$3.26M Buy
236,799
+2,192
+0.9% +$30.2K ﹤0.01% 2703
2021
Q3 		$3.26M Buy
234,607
+5,686
+2% +$78.3K ﹤0.01% 2705
2021
Q2 		$3.13M Buy
228,921
+14,389
+7% +$194K ﹤0.01% 2735
2021
Q1 		$2.66M Buy
214,532
+5,425
+3% +$62.2K ﹤0.01% 2773
2020
Q4 		$2.28M Hold
209,107
– – ﹤0.01% 2776
2020
Q3 		$1.44M Hold
209,107
– – ﹤0.01% 2836
2020
Q2 		$1.43M Buy
209,107
+438
+0.2% +$3.06K ﹤0.01% 2845
2020
Q1 		$1.35M Buy
208,669
+7,813
+4% +$83.7K ﹤0.01% 2826
2019
Q4 		$2.45M Buy
200,856
+1,944
+1% +$22.6K ﹤0.01% 2808
2019
Q3 		$2.19M Buy
198,912
+4,600
+2% +$50.4K ﹤0.01% 2839
2019
Q2 		$2.11M Buy
194,312
+1,501
+0.8% +$17.1K ﹤0.01% 2890
2019
Q1 		$2.3M Sell
192,811
-317
-0.2% -$3.72K ﹤0.01% 2863
2018
Q4 		$2.1M Buy
193,128
+3,277
+2% +$40.6K ﹤0.01% 2858
2018
Q3 		$2.66M Buy
189,851
+2,878
+2% +$40.5K ﹤0.01% 2857
2018
Q2 		$2.65M Buy
186,973
+2,216
+1% +$30.8K ﹤0.01% 2822
2018
Q1 		$2.58M Buy
184,757
+8,568
+5% +$118K ﹤0.01% 2811
2017
Q4 		$2.38M Buy
176,189
+5,277
+3% +$72.1K ﹤0.01% 2829
2017
Q3 		$2.38M Buy
170,912
+1,969
+1% +$27.2K ﹤0.01% 2817
2017
Q2 		$2.36M Buy
168,943
+2,500
+2% +$34.9K ﹤0.01% 2815
2017
Q1 		$2.3M Sell
166,443
-313
-0.2% -$4K ﹤0.01% 2811
2016
Q4 		$2.07M Sell
166,756
-981
-0.6% -$11.2K ﹤0.01% 2807
2016
Q3 		$1.88M Buy
167,737
+2,586
+2% +$27.3K ﹤0.01% 2801
2016
Q2 		$1.71M Sell
165,151
-397
-0.2% -$3.77K ﹤0.01% 2812
2016
Q1 		$1.48M Hold
165,548
– – ﹤0.01% 2838
2015
Q4 		$1.56M Hold
165,548
– – ﹤0.01% 2864
2015
Q3 		$1.46M Hold
165,548
– – ﹤0.01% 2904
2015
Q2 		$1.52M Buy
165,548
+280
+0.2% +$2.56K ﹤0.01% 2919
2015
Q1 		$1.53M Hold
165,268
– – ﹤0.01% 2889
2014
Q4 		$1.5M Hold
165,268
– – ﹤0.01% 2914
2014
Q3 		$1.47M Sell
165,268
-540
-0.3% -$4.73K ﹤0.01% 2927
2014
Q2 		$1.41M Sell
165,808
-412
-0.2% -$3.33K ﹤0.01% 2953
2014
Q1 		$1.33M Hold
166,220
– – ﹤0.01% 2969
2013
Q4 		$1.24M Hold
166,220
– – ﹤0.01% 2983
2013
Q3 		$1.21M Hold
166,220
– – ﹤0.01% 3000
2013
Q2 		$1.16M Buy
+166,220
New +$1.17M ﹤0.01% 2982

Other funds holding CZWI

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RIP
Rhino Investment Partners West Conshohocken, Pennsylvania $359M AUM 22.33% 1-Year Est. Return

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

Dimensional Fund Advisors increased its Citizens Community Bancorp (CZWI) stake by 3.1% in Q1 2026, buying an estimated $193K and bringing the position to 346,741 shares worth $6.87M. The position accounts for ﹤0.01% of the portfolio, ranked #2393.

Dimensional Fund Advisors first reported a position in CZWI in Q2 2013 and has held it in 52 quarters since. 86 funds tracked by Wall St. Rank hold CZWI as of Q1 2026.

  • Dimensional Fund Advisors held 346,741 shares of Citizens Community Bancorp worth $6.87M as of Q1 2026.
  • Dimensional Fund Advisors bought 10,515 Citizens Community Bancorp shares in Q1 2026, an estimated $193K.
  • Citizens Community Bancorp made up ﹤0.01% of Dimensional Fund Advisors's portfolio in Q1 2026, its #2393 holding.
  • Dimensional Fund Advisors first reported a position in Citizens Community Bancorp in Q2 2013 and has held it in 52 quarters since.
  • 86 funds tracked by Wall St. Rank held Citizens Community Bancorp as of Q1 2026.

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