Dimensional Fund Advisors’s Financial Institutions FISI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $39.1M | Buy |
1,002,481
+44,814
| +5% | +$1.59M | 0.01% | 1729 |
|
|
2026
Q1 | $30.4M | Buy |
957,667
+1,761
| +0.2% | +$56.7K | 0.01% | 1762 |
|
|
2025
Q4 | $29.8M | Buy |
955,906
+4,801
| +0.5% | +$141K | 0.01% | 1779 |
|
|
2025
Q3 | $25.9M | Sell |
951,105
-54,048
| -5% | -$1.44M | 0.01% | 1865 |
|
|
2025
Q2 | $25.8M | Sell |
1,005,153
-55,660
| -5% | -$1.39M | 0.01% | 1848 |
|
|
2025
Q1 | $26.5M | Buy |
1,060,813
+89,154
| +9% | +$2.41M | 0.01% | 1813 |
|
|
2024
Q4 | $26.5M | Buy |
971,659
+14,733
| +2% | +$388K | 0.01% | 1872 |
|
|
2024
Q3 | $24.4M | Sell |
956,926
-11,249
| -1% | -$269K | 0.01% | 1910 |
|
|
2024
Q2 | $18.7M | Sell |
968,175
-55,159
| -5% | -$978K | ﹤0.01% | 1985 |
|
|
2024
Q1 | $19.3M | Sell |
1,023,334
-3,852
| -0.4% | -$76.2K | 0.01% | 2007 |
|
|
2023
Q4 | $21.9M | Sell |
1,027,186
-17,562
| -2% | -$313K | 0.01% | 1943 |
|
|
2023
Q3 | $17.6M | Sell |
1,044,748
-75,796
| -7% | -$1.33M | 0.01% | 1998 |
|
|
2023
Q2 | $17.6M | Sell |
1,120,544
-101,825
| -8% | -$1.72M | 0.01% | 1994 |
|
|
2023
Q1 | $23.6M | Buy |
+1,222,369
| New | +$28.6M | 0.01% | 1812 |
|
|
2022
Q3 | $30.4M | Sell |
1,261,295
-16,668
| -1% | -$433K | 0.01% | 1584 |
|
|
2022
Q2 | $33.3M | Buy |
1,277,963
+19,225
| +2% | +$534K | 0.01% | 1582 |
|
|
2022
Q1 | $37.9M | Buy |
1,258,738
+9,639
| +0.8% | +$310K | 0.01% | 1604 |
|
|
2021
Q4 | $39.7M | Sell |
1,249,099
-23,824
| -2% | -$762K | 0.01% | 1579 |
|
|
2021
Q3 | $39M | Sell |
1,272,923
-844
| -0.1% | -$25.5K | 0.01% | 1590 |
|
|
2021
Q2 | $38.2M | Sell |
1,273,767
-2,570
| -0.2% | -$80.3K | 0.01% | 1648 |
|
|
2021
Q1 | $38.7M | Sell |
1,276,337
-12,680
| -1% | -$342K | 0.01% | 1633 |
|
|
2020
Q4 | $29M | Sell |
1,289,017
-22,641
| -2% | -$439K | 0.01% | 1777 |
|
|
2020
Q3 | $20.2M | Sell |
1,311,658
-23,864
| -2% | -$392K | 0.01% | 1845 |
|
|
2020
Q2 | $24.9M | Sell |
1,335,522
-9,861
| -0.7% | -$172K | 0.01% | 1746 |
|
|
2020
Q1 | $24.4M | Buy |
1,345,383
+7,482
| +0.6% | +$201K | 0.01% | 1608 |
|
|
2019
Q4 | $42.9M | Sell |
1,337,901
-3,257
| -0.2% | -$103K | 0.02% | 1563 |
|
|
2019
Q3 | $40.5M | Buy |
1,341,158
+3,032
| +0.2% | +$88.8K | 0.02% | 1568 |
|
|
2019
Q2 | $39M | Buy |
1,338,126
+2,196
| +0.2% | +$61.2K | 0.02% | 1632 |
|
|
2019
Q1 | $36.3M | Sell |
1,335,930
-2,322
| -0.2% | -$65.3K | 0.01% | 1678 |
|
|
2018
Q4 | $34.4M | Buy |
1,338,252
+31,067
| +2% | +$881K | 0.02% | 1620 |
|
|
2018
Q3 | $41M | Buy |
1,307,185
+61,163
| +5% | +$1.98M | 0.02% | 1649 |
|
|
2018
Q2 | $41M | Buy |
1,246,022
+56,106
| +5% | +$1.8M | 0.02% | 1625 |
|
|
2018
Q1 | $35.2M | Buy |
1,189,916
+63,526
| +6% | +$2M | 0.01% | 1701 |
|
|
2017
Q4 | $35M | Buy |
1,126,390
+92,136
| +9% | +$2.9M | 0.01% | 1689 |
|
|
2017
Q3 | $29.8M | Buy |
1,034,254
+66,983
| +7% | +$1.89M | 0.01% | 1797 |
|
|
2017
Q2 | $28.8M | Buy |
967,271
+77,202
| +9% | +$2.45M | 0.01% | 1775 |
|
|
2017
Q1 | $29.3M | Buy |
890,069
+55,144
| +7% | +$1.84M | 0.01% | 1716 |
|
|
2016
Q4 | $28.6M | Buy |
834,925
+24,731
| +3% | +$736K | 0.01% | 1685 |
|
|
2016
Q3 | $22M | Buy |
810,194
+14,854
| +2% | +$397K | 0.01% | 1841 |
|
|
2016
Q2 | $20.7M | Buy |
795,340
+33,267
| +4% | +$917K | 0.01% | 1816 |
|
|
2016
Q1 | $22.2M | Buy |
762,073
+23,384
| +3% | +$638K | 0.01% | 1738 |
|
|
2015
Q4 | $20.7M | Buy |
738,689
+25,324
| +4% | +$674K | 0.01% | 1763 |
|
|
2015
Q3 | $17.7M | Buy |
713,365
+12,656
| +2% | +$310K | 0.01% | 1873 |
|
|
2015
Q2 | $17.4M | Buy |
700,709
+9,050
| +1% | +$215K | 0.01% | 1953 |
|
|
2015
Q1 | $15.9M | Buy |
691,659
+23,320
| +3% | +$539K | 0.01% | 1981 |
|
|
2014
Q4 | $16.8M | Buy |
668,339
+16,083
| +2% | +$392K | 0.01% | 1917 |
|
|
2014
Q3 | $14.7M | Buy |
652,256
+21,675
| +3% | +$499K | 0.01% | 1908 |
|
|
2014
Q2 | $14.8M | Buy |
630,581
+16,717
| +3% | +$391K | 0.01% | 1924 |
|
|
2014
Q1 | $14.1M | Buy |
613,864
+496
| +0.1% | +$11K | 0.01% | 1901 |
|
|
2013
Q4 | $15.2M | Buy |
613,368
+1,254
| +0.2% | +$29.2K | 0.01% | 1806 |
|
|
2013
Q3 | $12.5M | Buy |
612,114
+3,933
| +0.6% | +$80.1K | 0.01% | 1903 |
|
|
2013
Q2 | $11.2M | Buy |
+608,181
| New | +$11.8M | 0.01% | 1901 |
|
Other funds holding FISI
PCA
ACM
Dimensional Fund Advisors's FISI Position: Q2 2026 in Review
Dimensional Fund Advisors increased its Financial Institutions (FISI) stake by 4.7% in Q2 2026, buying an estimated $1.59M and bringing the position to 1,002,481 shares worth $39.1M. The position accounts for 0.01% of the portfolio, ranked #1729.
Dimensional Fund Advisors first reported a position in FISI in Q2 2013 and has held it in 52 quarters since. The position peaked at $42.9M in Q4 2019. 159 funds tracked by Wall St. Rank hold FISI as of Q2 2026.
- Dimensional Fund Advisors held 1,002,481 shares of Financial Institutions worth $39.1M as of Q2 2026.
- Dimensional Fund Advisors bought 44,814 Financial Institutions shares in Q2 2026, an estimated $1.59M.
- Financial Institutions made up 0.01% of Dimensional Fund Advisors's portfolio in Q2 2026, its #1729 holding.
- Dimensional Fund Advisors first reported a position in Financial Institutions in Q2 2013 and has held it in 52 quarters since.
- Dimensional Fund Advisors's Financial Institutions position peaked at $42.9M in Q4 2019.
- 159 funds tracked by Wall St. Rank held Financial Institutions as of Q2 2026.
Based on Dimensional Fund Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.