Dimensional Fund Advisors
LOB icon

Dimensional Fund Advisors’s Live Oak Bancshares LOB Stock Holding History

Dimensional Fund Advisors’s Portfolio LOB Stock Details LOB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$52.7M Buy
1,593,185
+54,750
+4% +$2.02M 0.01% 1469
2025
Q4 		$52.8M Sell
1,538,435
-6,775
-0.4% -$227K 0.01% 1482
2025
Q3 		$54.4M Buy
1,545,210
+5,046
+0.3% +$174K 0.01% 1476
2025
Q2 		$45.9M Buy
1,540,164
+112,819
+8% +$3.04M 0.01% 1546
2025
Q1 		$38.1M Buy
1,427,345
+9,080
+0.6% +$302K 0.01% 1607
2024
Q4 		$56.1M Buy
1,418,265
+1,828
+0.1% +$82.3K 0.01% 1451
2024
Q3 		$67.1M Buy
1,416,437
+13,921
+1% +$582K 0.02% 1325
2024
Q2 		$49.2M Buy
1,402,516
+48,018
+4% +$1.7M 0.01% 1487
2024
Q1 		$56.2M Buy
1,354,498
+26,744
+2% +$1.06M 0.02% 1381
2023
Q4 		$60.4M Buy
1,327,754
+61,029
+5% +$2.05M 0.02% 1304
2023
Q3 		$36.7M Buy
1,266,725
+55,932
+5% +$1.8M 0.01% 1546
2023
Q2 		$31.9M Buy
1,210,793
+19,523
+2% +$460K 0.01% 1672
2023
Q1 		$29M Buy
1,191,270
+217,178
+22% +$6.81M 0.01% 1707
2022
Q4 		$29.4K Buy
974,092
+78,606
+9% +$2.51M 0.01% 1663
2022
Q3 		$27.4M Sell
895,486
-9,117
-1% -$327K 0.01% 1642
2022
Q2 		$30.7M Sell
904,603
-33,520
-4% -$1.39M 0.01% 1619
2022
Q1 		$47.7M Sell
938,123
-11,401
-1% -$730K 0.01% 1443
2021
Q4 		$82.9M Sell
949,524
-682
-0.1% -$56.8K 0.03% 1034
2021
Q3 		$60.5M Sell
950,206
-12,736
-1% -$755K 0.02% 1253
2021
Q2 		$56.8M Sell
962,942
-210,884
-18% -$13.2M 0.02% 1332
2021
Q1 		$80.4M Sell
1,173,826
-10,836
-0.9% -$569K 0.03% 1019
2020
Q4 		$56.2M Buy
1,184,662
+16,776
+1% +$672K 0.02% 1274
2020
Q3 		$29.6M Buy
1,167,886
+5,309
+0.5% +$103K 0.01% 1612
2020
Q2 		$16.9M Buy
1,162,577
+43,823
+4% +$594K 0.01% 1953
2020
Q1 		$14M Buy
1,118,754
+58,283
+5% +$922K 0.01% 1948
2019
Q4 		$20.2M Sell
1,060,471
-28,191
-3% -$521K 0.01% 2038
2019
Q3 		$19.7M Buy
1,088,662
+33,530
+3% +$604K 0.01% 2022
2019
Q2 		$18.1M Buy
1,055,132
+170,414
+19% +$2.8M 0.01% 2110
2019
Q1 		$12.9M Buy
884,718
+284,609
+47% +$4.37M 0.01% 2296
2018
Q4 		$8.89M Buy
600,109
+157,864
+36% +$3.04M ﹤0.01% 2391
2018
Q3 		$11.9M Buy
442,245
+118,732
+37% +$3.55M ﹤0.01% 2365
2018
Q2 		$9.92M Buy
323,513
+152,183
+89% +$4.46M ﹤0.01% 2420
2018
Q1 		$4.76M Buy
171,330
+126,583
+283% +$3.34M ﹤0.01% 2646
2017
Q4 		$1.07M Buy
44,747
+22,024
+97% +$532K ﹤0.01% 2979
2017
Q3 		$533K Buy
22,723
+1,110
+5% +$25.9K ﹤0.01% 3098
2017
Q2 		$523K Buy
+21,613
New +$517K ﹤0.01% 3084

Other funds holding LOB

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

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

Dimensional Fund Advisors increased its Live Oak Bancshares (LOB) stake by 3.6% in Q1 2026, buying an estimated $2.02M and bringing the position to 1,593,185 shares worth $52.7M. The position accounts for 0.01% of the portfolio, ranked #1469.

Dimensional Fund Advisors first reported a position in LOB in Q2 2017 and has held it in 36 quarters since. The position peaked at $82.9M in Q4 2021. 227 funds tracked by Wall St. Rank hold LOB as of Q1 2026.

  • Dimensional Fund Advisors held 1,593,185 shares of Live Oak Bancshares worth $52.7M as of Q1 2026.
  • Dimensional Fund Advisors bought 54,750 Live Oak Bancshares shares in Q1 2026, an estimated $2.02M.
  • Live Oak Bancshares made up 0.01% of Dimensional Fund Advisors's portfolio in Q1 2026, its #1469 holding.
  • Dimensional Fund Advisors first reported a position in Live Oak Bancshares in Q2 2017 and has held it in 36 quarters since.
  • Dimensional Fund Advisors's Live Oak Bancshares position peaked at $82.9M in Q4 2021.
  • 227 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q1 2026.

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