Dimensional Fund Advisors
EBTC

Dimensional Fund Advisors’s Enterprise Bancorp EBTC Stock Holding History

Dimensional Fund Advisors’s Portfolio EBTC Stock Details EBTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-410,908
Closed -$16.3M – 3293
2025
Q2 		$16.3M Buy
410,908
+13,985
+4% +$534K ﹤0.01% 2064
2025
Q1 		$15.5M Buy
396,923
+20,786
+6% +$852K ﹤0.01% 2063
2024
Q4 		$14.9M Buy
376,137
+9,203
+3% +$331K ﹤0.01% 2136
2024
Q3 		$11.7M Buy
366,934
+13,342
+4% +$382K ﹤0.01% 2237
2024
Q2 		$8.8M Buy
353,592
+8,216
+2% +$201K ﹤0.01% 2318
2024
Q1 		$8.97M Buy
345,376
+9,862
+3% +$273K ﹤0.01% 2354
2023
Q4 		$10.8M Buy
335,514
+7,883
+2% +$221K ﹤0.01% 2292
2023
Q3 		$8.97M Buy
327,631
+15,055
+5% +$440K ﹤0.01% 2319
2023
Q2 		$9.05M Buy
312,576
+19,165
+7% +$557K ﹤0.01% 2304
2023
Q1 		$9.23M Buy
293,411
+11,527
+4% +$397K ﹤0.01% 2265
2022
Q4 		$9.95K Buy
281,884
+1,459
+0.5% +$48.1K ﹤0.01% 2204
2022
Q3 		$8.39M Buy
280,425
+6,508
+2% +$209K ﹤0.01% 2231
2022
Q2 		$8.82M Buy
273,917
+11,104
+4% +$379K ﹤0.01% 2248
2022
Q1 		$10.5M Buy
262,813
+4,823
+2% +$197K ﹤0.01% 2273
2021
Q4 		$11.6M Buy
257,990
+1,149
+0.4% +$45.5K ﹤0.01% 2248
2021
Q3 		$9.23M Buy
256,841
+1,724
+0.7% +$57.7K ﹤0.01% 2364
2021
Q2 		$8.36M Buy
255,117
+9,003
+4% +$307K ﹤0.01% 2442
2021
Q1 		$8M Sell
246,114
-3,658
-1% -$107K ﹤0.01% 2417
2020
Q4 		$6.38M Buy
249,772
+413
+0.2% +$10.1K ﹤0.01% 2442
2020
Q3 		$5.24M Buy
249,359
+1,055
+0.4% +$23K ﹤0.01% 2436
2020
Q2 		$5.92M Buy
248,304
+9,839
+4% +$228K ﹤0.01% 2422
2020
Q1 		$6.43M Buy
238,465
+8,232
+4% +$243K ﹤0.01% 2307
2019
Q4 		$7.8M Buy
230,233
+7,979
+4% +$247K ﹤0.01% 2447
2019
Q3 		$6.66M Buy
222,254
+2,627
+1% +$77.4K ﹤0.01% 2500
2019
Q2 		$6.96M Buy
219,627
+3,793
+2% +$113K ﹤0.01% 2542
2019
Q1 		$6.2M Buy
215,834
+9,490
+5% +$296K ﹤0.01% 2578
2018
Q4 		$6.64M Buy
206,344
+7,923
+4% +$250K ﹤0.01% 2512
2018
Q3 		$6.82M Buy
198,421
+11,503
+6% +$422K ﹤0.01% 2586
2018
Q2 		$7.56M Buy
186,918
+15,260
+9% +$582K ﹤0.01% 2527
2018
Q1 		$6.06M Buy
171,658
+11,559
+7% +$389K ﹤0.01% 2559
2017
Q4 		$5.45M Buy
160,099
+7,554
+5% +$271K ﹤0.01% 2592
2017
Q3 		$5.54M Buy
152,545
+6,365
+4% +$217K ﹤0.01% 2570
2017
Q2 		$5.2M Buy
146,180
+7,365
+5% +$245K ﹤0.01% 2571
2017
Q1 		$4.83M Buy
138,815
+15,007
+12% +$507K ﹤0.01% 2584
2016
Q4 		$4.65M Buy
123,808
+1,591
+1% +$49.6K ﹤0.01% 2571
2016
Q3 		$3.42M Buy
122,217
+1,422
+1% +$35.1K ﹤0.01% 2628
2016
Q2 		$2.9M Buy
120,795
+6,211
+5% +$149K ﹤0.01% 2670
2016
Q1 		$3.01M Hold
114,584
– – ﹤0.01% 2655
2015
Q4 		$2.62M Hold
114,584
– – ﹤0.01% 2721
2015
Q3 		$2.4M Hold
114,584
– – ﹤0.01% 2759
2015
Q2 		$2.69M Sell
114,584
-130
-0.1% -$2.81K ﹤0.01% 2771
2015
Q1 		$2.44M Hold
114,714
– – ﹤0.01% 2775
2014
Q4 		$2.9M Hold
114,714
– – ﹤0.01% 2747
2014
Q3 		$2.16M Sell
114,714
-500
-0.4% -$9.89K ﹤0.01% 2818
2014
Q2 		$2.38M Hold
115,214
– – ﹤0.01% 2810
2014
Q1 		$2.34M Hold
115,214
– – ﹤0.01% 2801
2013
Q4 		$2.44M Hold
115,214
– – ﹤0.01% 2802
2013
Q3 		$2.18M Sell
115,214
-152
-0.1% -$2.98K ﹤0.01% 2829
2013
Q2 		$2.13M Buy
+115,366
New +$1.9M ﹤0.01% 2809

Other funds holding EBTC

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Dimensional Fund Advisors's EBTC Position: Q3 2025 in Review

Dimensional Fund Advisors sold out of Enterprise Bancorp (EBTC) in Q3 2025, closing a stake of 410,908 shares — an estimated $16.3M sold.

Dimensional Fund Advisors first reported a position in EBTC in Q2 2013 and held it in 49 quarters. The position peaked at $16.3M in Q2 2025. 1 fund tracked by Wall St. Rank holds EBTC as of Q3 2025.

  • Dimensional Fund Advisors reported no remaining Enterprise Bancorp position as of Q3 2025 after selling out during the quarter.
  • Dimensional Fund Advisors sold 410,908 Enterprise Bancorp shares in Q3 2025, an estimated $16.3M.
  • Dimensional Fund Advisors first reported a position in Enterprise Bancorp in Q2 2013 and held it in 49 quarters.
  • Dimensional Fund Advisors's Enterprise Bancorp position peaked at $16.3M in Q2 2025.
  • 1 fund tracked by Wall St. Rank held Enterprise Bancorp as of Q3 2025.

Based on Dimensional Fund Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.