Dimensional Fund Advisors
ISTR icon

Dimensional Fund Advisors’s Investar Holding Corp ISTR Stock Holding History

Dimensional Fund Advisors’s Portfolio ISTR Stock Details ISTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$11.9M Buy
437,405
+26,842
+7% +$751K ﹤0.01% 2190
2025
Q4 		$11M Buy
410,563
+18,836
+5% +$463K ﹤0.01% 2253
2025
Q3 		$9.09M Buy
391,727
+8,856
+2% +$199K ﹤0.01% 2331
2025
Q2 		$7.4M Buy
382,871
+13,580
+4% +$250K ﹤0.01% 2393
2025
Q1 		$6.5M Buy
369,291
+27,907
+8% +$523K ﹤0.01% 2417
2024
Q4 		$7.5M Buy
341,384
+23,895
+8% +$524K ﹤0.01% 2415
2024
Q3 		$6.16M Buy
317,489
+66,254
+26% +$1.17M ﹤0.01% 2464
2024
Q2 		$3.87M Buy
251,235
+31,589
+14% +$499K ﹤0.01% 2578
2024
Q1 		$3.59M Buy
219,646
+29,217
+15% +$482K ﹤0.01% 2632
2023
Q4 		$2.84M Buy
190,429
+9,153
+5% +$104K ﹤0.01% 2712
2023
Q3 		$1.92M Sell
181,276
-29,863
-14% -$384K ﹤0.01% 2794
2023
Q2 		$2.56M Sell
211,139
-43,143
-17% -$529K ﹤0.01% 2717
2023
Q1 		$3.55M Sell
254,282
-964
-0.4% -$18.6K ﹤0.01% 2589
2022
Q4 		$5.5K Buy
255,246
+3,529
+1% +$75.7K ﹤0.01% 2416
2022
Q3 		$5.01M Buy
251,717
+17,508
+7% +$382K ﹤0.01% 2426
2022
Q2 		$5.13M Buy
234,209
+16,921
+8% +$347K ﹤0.01% 2439
2022
Q1 		$4.15M Buy
217,288
+2,301
+1% +$44.6K ﹤0.01% 2593
2021
Q4 		$3.96M Sell
214,987
-309
-0.1% -$5.79K ﹤0.01% 2640
2021
Q3 		$4.74M Buy
215,296
+23,930
+13% +$532K ﹤0.01% 2606
2021
Q2 		$4.38M Buy
191,366
+31,568
+20% +$697K ﹤0.01% 2654
2021
Q1 		$3.28M Buy
159,798
+4,306
+3% +$80.9K ﹤0.01% 2703
2020
Q4 		$2.57M Buy
155,492
+174
+0.1% +$2.68K ﹤0.01% 2737
2020
Q3 		$1.99M Hold
155,318
– – ﹤0.01% 2746
2020
Q2 		$2.25M Buy
155,318
+637
+0.4% +$8.12K ﹤0.01% 2728
2020
Q1 		$1.98M Buy
154,681
+7,873
+5% +$160K ﹤0.01% 2708
2019
Q4 		$3.52M Buy
146,808
+3,144
+2% +$77.4K ﹤0.01% 2714
2019
Q3 		$3.42M Buy
143,664
+1,416
+1% +$33.3K ﹤0.01% 2720
2019
Q2 		$3.39M Buy
142,248
+14,716
+12% +$343K ﹤0.01% 2757
2019
Q1 		$2.9M Buy
127,532
+28,622
+29% +$675K ﹤0.01% 2806
2018
Q4 		$2.45M Buy
98,910
+12,620
+15% +$315K ﹤0.01% 2812
2018
Q3 		$2.32M Buy
86,290
+15,770
+22% +$429K ﹤0.01% 2888
2018
Q2 		$1.95M Buy
70,520
+19,753
+39% +$531K ﹤0.01% 2894
2018
Q1 		$1.31M Buy
50,767
+23,480
+86% +$582K ﹤0.01% 2959
2017
Q4 		$658K Hold
27,287
– – ﹤0.01% 3056
2017
Q3 		$658K Buy
27,287
+12,960
+90% +$294K ﹤0.01% 3067
2017
Q2 		$328K Buy
+14,327
New +$321K ﹤0.01% 3149

Other funds holding ISTR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Dimensional Fund Advisors increased its Investar Holding Corp (ISTR) stake by 6.5% in Q1 2026, buying an estimated $751K and bringing the position to 437,405 shares worth $11.9M. The position accounts for ﹤0.01% of the portfolio, ranked #2190.

Dimensional Fund Advisors first reported a position in ISTR in Q2 2017 and has held it in 36 quarters since. 111 funds tracked by Wall St. Rank hold ISTR as of Q1 2026.

  • Dimensional Fund Advisors held 437,405 shares of Investar Holding Corp worth $11.9M as of Q1 2026.
  • Dimensional Fund Advisors bought 26,842 Investar Holding Corp shares in Q1 2026, an estimated $751K.
  • Investar Holding Corp made up ﹤0.01% of Dimensional Fund Advisors's portfolio in Q1 2026, its #2190 holding.
  • Dimensional Fund Advisors first reported a position in Investar Holding Corp in Q2 2017 and has held it in 36 quarters since.
  • 111 funds tracked by Wall St. Rank held Investar Holding Corp as of Q1 2026.

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