Dimensional Fund Advisors
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Dimensional Fund Advisors’s Isabella Bank ISBA Stock Holding History

Dimensional Fund Advisors’s Portfolio ISBA Stock Details ISBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$332K Hold
8,840
– – ﹤0.01% 2995
2026
Q2 		$350K Hold
8,840
– – ﹤0.01% 3007
2026
Q1 		$403K Buy
+8,840
New +$429K ﹤0.01% 2974

Other funds holding ISBA

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Harbour Investments
Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Police & Firemen's Retirement System of New Jersey
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13B AUM 35.88% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Dimensional Fund Advisors's ISBA Position: Q3 2026 in Review

Dimensional Fund Advisors held its Isabella Bank (ISBA) position steady in Q3 2026 at 8,840 shares worth $332K. The position accounts for ﹤0.01% of the portfolio, ranked #2995.

Dimensional Fund Advisors first reported a position in ISBA in Q1 2026 and has held it in 3 quarters since. The position peaked at $403K in Q1 2026. 17 funds tracked by Wall St. Rank hold ISBA as of Q3 2026.

  • Dimensional Fund Advisors held 8,840 shares of Isabella Bank worth $332K as of Q3 2026.
  • Dimensional Fund Advisors left its Isabella Bank share count unchanged in Q3 2026.
  • Isabella Bank made up ﹤0.01% of Dimensional Fund Advisors's portfolio in Q3 2026, its #2995 holding.
  • Dimensional Fund Advisors first reported a position in Isabella Bank in Q1 2026 and has held it in 3 quarters since.
  • Dimensional Fund Advisors's Isabella Bank position peaked at $403K in Q1 2026.
  • 17 funds tracked by Wall St. Rank held Isabella Bank as of Q3 2026.

Based on Dimensional Fund Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.