Dimensional Fund Advisors
ISBA

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
Q2 		$350K Hold
8,840
– – ﹤0.01% 3007
2026
Q1 		$403K Buy
+8,840
New +$429K ﹤0.01% 2974

Other funds holding ISBA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Dimensional Fund Advisors's ISBA Position: Q2 2026 in Review

Dimensional Fund Advisors held its Isabella Bank (ISBA) position steady in Q2 2026 at 8,840 shares worth $350K. The position accounts for ﹤0.01% of the portfolio, ranked #3007.

Dimensional Fund Advisors first reported a position in ISBA in Q1 2026 and has held it in 2 quarters since. The position peaked at $403K in Q1 2026. 59 funds tracked by Wall St. Rank hold ISBA as of Q2 2026.

  • Dimensional Fund Advisors held 8,840 shares of Isabella Bank worth $350K as of Q2 2026.
  • Dimensional Fund Advisors left its Isabella Bank share count unchanged in Q2 2026.
  • Isabella Bank made up ﹤0.01% of Dimensional Fund Advisors's portfolio in Q2 2026, its #3007 holding.
  • Dimensional Fund Advisors first reported a position in Isabella Bank in Q1 2026 and has held it in 2 quarters since.
  • Dimensional Fund Advisors's Isabella Bank position peaked at $403K in Q1 2026.
  • 59 funds tracked by Wall St. Rank held Isabella Bank as of Q2 2026.

Based on Dimensional Fund Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.