Dimensional Fund Advisors’s First Business Financial Services FBIZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $27M | Buy |
499,716
+340
| +0.1% | +$18.9K | 0.01% | 1832 |
|
|
2025
Q4 | $27.1M | Sell |
499,376
-6,201
| -1% | -$324K | 0.01% | 1832 |
|
|
2025
Q3 | $25.9M | Sell |
505,577
-3,807
| -0.7% | -$195K | 0.01% | 1864 |
|
|
2025
Q2 | $25.8M | Sell |
509,384
-6,066
| -1% | -$291K | 0.01% | 1849 |
|
|
2025
Q1 | $24.3M | Sell |
515,450
-23,348
| -4% | -$1.15M | 0.01% | 1852 |
|
|
2024
Q4 | $24.9M | Buy |
538,798
+1,126
| +0.2% | +$52.7K | 0.01% | 1896 |
|
|
2024
Q3 | $24.5M | Sell |
537,672
-136
| -0% | -$5.75K | 0.01% | 1907 |
|
|
2024
Q2 | $19.9M | Buy |
537,808
+7,871
| +1% | +$270K | 0.01% | 1957 |
|
|
2024
Q1 | $19.9M | Buy |
529,937
+4,254
| +0.8% | +$153K | 0.01% | 1992 |
|
|
2023
Q4 | $21.1M | Sell |
525,683
-406
| -0.1% | -$13.7K | 0.01% | 1958 |
|
|
2023
Q3 | $15.8M | Sell |
526,089
-395
| -0.1% | -$12.5K | 0.01% | 2047 |
|
|
2023
Q2 | $15.5M | Sell |
526,484
-7,047
| -1% | -$200K | ﹤0.01% | 2053 |
|
|
2023
Q1 | $16.3M | Buy |
533,531
+6,440
| +1% | +$221K | 0.01% | 2006 |
|
|
2022
Q4 | $19.3K | Buy |
527,091
+10,546
| +2% | +$388K | 0.01% | 1889 |
|
|
2022
Q3 | $16.7M | Buy |
516,545
+26,477
| +5% | +$879K | 0.01% | 1921 |
|
|
2022
Q2 | $15.3M | Buy |
490,068
+14,528
| +3% | +$485K | 0.01% | 2006 |
|
|
2022
Q1 | $15.6M | Buy |
475,540
+10,374
| +2% | +$335K | ﹤0.01% | 2101 |
|
|
2021
Q4 | $13.6M | Sell |
465,166
-2,850
| -0.6% | -$83.4K | ﹤0.01% | 2185 |
|
|
2021
Q3 | $13.4M | Buy |
468,016
+13,990
| +3% | +$387K | ﹤0.01% | 2190 |
|
|
2021
Q2 | $12.3M | Buy |
454,026
+10,739
| +2% | +$283K | ﹤0.01% | 2264 |
|
|
2021
Q1 | $11M | Buy |
443,287
+4,307
| +1% | +$96.8K | ﹤0.01% | 2289 |
|
|
2020
Q4 | $8.08M | Buy |
438,980
+3,319
| +0.8% | +$60K | ﹤0.01% | 2361 |
|
|
2020
Q3 | $6.23M | Sell |
435,661
-1,712
| -0.4% | -$26.6K | ﹤0.01% | 2384 |
|
|
2020
Q2 | $7.2M | Buy |
437,373
+21,019
| +5% | +$329K | ﹤0.01% | 2333 |
|
|
2020
Q1 | $6.45M | Buy |
416,354
+6,327
| +2% | +$145K | ﹤0.01% | 2305 |
|
|
2019
Q4 | $10.8M | Buy |
410,027
+7,676
| +2% | +$190K | ﹤0.01% | 2323 |
|
|
2019
Q3 | $9.69M | Buy |
402,351
+10,019
| +3% | +$236K | ﹤0.01% | 2350 |
|
|
2019
Q2 | $9.22M | Buy |
392,332
+14,456
| +4% | +$328K | ﹤0.01% | 2423 |
|
|
2019
Q1 | $7.57M | Buy |
377,876
+23,328
| +7% | +$493K | ﹤0.01% | 2503 |
|
|
2018
Q4 | $6.92M | Buy |
354,548
+25,757
| +8% | +$534K | ﹤0.01% | 2495 |
|
|
2018
Q3 | $7.62M | Buy |
328,791
+22,744
| +7% | +$535K | ﹤0.01% | 2533 |
|
|
2018
Q2 | $7.96M | Buy |
306,047
+23,834
| +8% | +$616K | ﹤0.01% | 2507 |
|
|
2018
Q1 | $7.1M | Buy |
282,213
+19,391
| +7% | +$467K | ﹤0.01% | 2499 |
|
|
2017
Q4 | $5.81M | Buy |
262,822
+13,240
| +5% | +$299K | ﹤0.01% | 2567 |
|
|
2017
Q3 | $5.68M | Buy |
249,582
+17,457
| +8% | +$381K | ﹤0.01% | 2561 |
|
|
2017
Q2 | $5.36M | Buy |
232,125
+13,620
| +6% | +$333K | ﹤0.01% | 2556 |
|
|
2017
Q1 | $5.67M | Buy |
218,505
+16,463
| +8% | +$409K | ﹤0.01% | 2519 |
|
|
2016
Q4 | $4.79M | Buy |
202,042
+4,775
| +2% | +$106K | ﹤0.01% | 2555 |
|
|
2016
Q3 | $4.64M | Buy |
197,267
+6,653
| +3% | +$154K | ﹤0.01% | 2547 |
|
|
2016
Q2 | $4.47M | Buy |
190,614
+8,441
| +5% | +$204K | ﹤0.01% | 2538 |
|
|
2016
Q1 | $4.18M | Buy |
182,173
+16,497
| +10% | +$368K | ﹤0.01% | 2553 |
|
|
2015
Q4 | $4.14M | Buy |
165,676
+13,992
| +9% | +$349K | ﹤0.01% | 2589 |
|
|
2015
Q3 | $3.57M | Buy |
151,684
+6,312
| +4% | +$143K | ﹤0.01% | 2642 |
|
|
2015
Q2 | $3.41M | Buy |
145,372
+12,824
| +10% | +$289K | ﹤0.01% | 2705 |
|
|
2015
Q1 | $2.87M | Sell |
132,548
-3,744
| -3% | -$85K | ﹤0.01% | 2737 |
|
|
2014
Q4 | $3.27M | Buy |
136,292
+5,942
| +5% | +$134K | ﹤0.01% | 2711 |
|
|
2014
Q3 | $2.86M | Sell |
130,350
-11,598
| -8% | -$261K | ﹤0.01% | 2740 |
|
|
2014
Q2 | $3.34M | Buy |
141,948
+7,482
| +6% | +$173K | ﹤0.01% | 2703 |
|
|
2014
Q1 | $3.17M | Sell |
134,466
-170
| -0.1% | -$3.58K | ﹤0.01% | 2721 |
|
|
2013
Q4 | $2.53M | Buy |
134,636
+3,166
| +2% | +$56.3K | ﹤0.01% | 2792 |
|
|
2013
Q3 | $2.15M | Buy |
131,470
+754
| +0.6% | +$12.2K | ﹤0.01% | 2837 |
|
|
2013
Q2 | $1.96M | Buy |
+130,716
| New | +$1.84M | ﹤0.01% | 2832 |
|
Other funds holding FBIZ
FBFS
VCM
BFC
CCM
