Dimensional Fund Advisors
HBT icon

Dimensional Fund Advisors’s HBT Financial HBT Stock Holding History

Dimensional Fund Advisors’s Portfolio HBT Stock Details HBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$15M Buy
561,159
+15,350
+3% +$418K ﹤0.01% 2103
2025
Q4 		$14.1M Buy
545,809
+22,048
+4% +$544K ﹤0.01% 2151
2025
Q3 		$13.2M Buy
523,761
+12,846
+3% +$329K ﹤0.01% 2194
2025
Q2 		$12.9M Buy
510,915
+26,073
+5% +$610K ﹤0.01% 2180
2025
Q1 		$10.9M Buy
484,842
+23,212
+5% +$546K ﹤0.01% 2216
2024
Q4 		$10.1M Buy
461,630
+29,200
+7% +$665K ﹤0.01% 2303
2024
Q3 		$9.46M Buy
432,430
+25,974
+6% +$569K ﹤0.01% 2322
2024
Q2 		$8.3M Buy
406,456
+26,135
+7% +$498K ﹤0.01% 2337
2024
Q1 		$7.24M Buy
380,321
+22,969
+6% +$447K ﹤0.01% 2444
2023
Q4 		$7.54M Buy
357,352
+48,614
+16% +$934K ﹤0.01% 2436
2023
Q3 		$5.63M Buy
308,738
+42,690
+16% +$813K ﹤0.01% 2495
2023
Q2 		$4.91M Buy
266,048
+53,138
+25% +$973K ﹤0.01% 2537
2023
Q1 		$4.2M Buy
212,910
+55,306
+35% +$1.16M ﹤0.01% 2527
2022
Q4 		$3.08K Buy
157,604
+15,388
+11% +$303K ﹤0.01% 2590
2022
Q3 		$2.58M Buy
142,216
+14,942
+12% +$271K ﹤0.01% 2632
2022
Q2 		$2.27M Buy
127,274
+15,536
+14% +$273K ﹤0.01% 2706
2022
Q1 		$2.03M Buy
111,738
+19,454
+21% +$370K ﹤0.01% 2827
2021
Q4 		$1.73M Buy
92,284
+9,466
+11% +$171K ﹤0.01% 2885
2021
Q3 		$1.29M Buy
82,818
+13,994
+20% +$226K ﹤0.01% 2986
2021
Q2 		$1.2M Buy
68,824
+15,816
+30% +$281K ﹤0.01% 2997
2021
Q1 		$907K Buy
53,008
+42,025
+383% +$682K ﹤0.01% 3034
2020
Q4 		$166K Buy
+10,983
New +$149K ﹤0.01% 3244

Other funds holding HBT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
SCP
Siena Capital Partners Chicago, Illinois $385M AUM 11.48% 1-Year Est. Return

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

Dimensional Fund Advisors increased its HBT Financial (HBT) stake by 2.8% in Q1 2026, buying an estimated $418K and bringing the position to 561,159 shares worth $15M. The position accounts for ﹤0.01% of the portfolio, ranked #2103.

Dimensional Fund Advisors first reported a position in HBT in Q4 2020 and has held it in 22 quarters since. 129 funds tracked by Wall St. Rank hold HBT as of Q1 2026.

  • Dimensional Fund Advisors held 561,159 shares of HBT Financial worth $15M as of Q1 2026.
  • Dimensional Fund Advisors bought 15,350 HBT Financial shares in Q1 2026, an estimated $418K.
  • HBT Financial made up ﹤0.01% of Dimensional Fund Advisors's portfolio in Q1 2026, its #2103 holding.
  • Dimensional Fund Advisors first reported a position in HBT Financial in Q4 2020 and has held it in 22 quarters since.
  • 129 funds tracked by Wall St. Rank held HBT Financial as of Q1 2026.

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