Dimensional Fund Advisors’s OceanFirst Financial OCFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$61.5M Buy
3,409,103
+179,364
+6% +$3.3M 0.01% 1390
2025
Q4
$58M Sell
3,229,739
-4,336
-0.1% -$81K 0.01% 1432
2025
Q3
$56.8M Sell
3,234,075
-3,462
-0.1% -$61.9K 0.01% 1447
2025
Q2
$57M Sell
3,237,537
-32,549
-1% -$543K 0.01% 1415
2025
Q1
$55.6M Buy
3,270,086
+41,184
+1% +$733K 0.01% 1404
2024
Q4
$58.4M Buy
3,228,902
+53,476
+2% +$1.02M 0.01% 1429
2024
Q3
$59M Sell
3,175,426
-8,212
-0.3% -$141K 0.01% 1410
2024
Q2
$50.6M Sell
3,183,638
-107,851
-3% -$1.63M 0.01% 1464
2024
Q1
$54M Buy
3,291,489
+139,021
+4% +$2.24M 0.01% 1401
2023
Q4
$54.7M Buy
3,152,468
+6,367
+0.2% +$92.8K 0.02% 1375
2023
Q3
$45.5M Sell
3,146,101
-199,331
-6% -$3.35M 0.01% 1409
2023
Q2
$52.3M Sell
3,345,432
-258,366
-7% -$4.03M 0.02% 1334
2023
Q1
$66.6M Buy
3,603,798
+220,219
+7% +$4.88M 0.02% 1107
2022
Q4
$71.9K Buy
3,383,579
+64,571
+2% +$1.41M 0.02% 1017
2022
Q3
$61.9M Buy
3,319,008
+164,427
+5% +$3.29M 0.02% 1049
2022
Q2
$60.3M Buy
3,154,581
+251,754
+9% +$4.83M 0.02% 1137
2022
Q1
$58.3M Buy
2,902,827
+106,245
+4% +$2.37M 0.02% 1289
2021
Q4
$62.1M Sell
2,796,582
-123,662
-4% -$2.7M 0.02% 1263
2021
Q3
$62.5M Sell
2,920,244
-220,797
-7% -$4.52M 0.02% 1223
2021
Q2
$65.5M Sell
3,141,041
-31,491
-1% -$705K 0.02% 1222
2021
Q1
$76.2M Sell
3,172,532
-39,811
-1% -$856K 0.03% 1063
2020
Q4
$59.8M Sell
3,212,343
-21,678
-0.7% -$355K 0.02% 1215
2020
Q3
$44.3M Buy
3,234,021
+12,053
+0.4% +$189K 0.02% 1298
2020
Q2
$56.8M Sell
3,221,968
-37,418
-1% -$599K 0.03% 1098
2020
Q1
$51.9M Buy
3,259,386
+95,853
+3% +$2.02M 0.03% 1003
2019
Q4
$80.8M Buy
3,163,533
+62,618
+2% +$1.51M 0.03% 917
2019
Q3
$73.2M Buy
3,100,915
+63,697
+2% +$1.48M 0.03% 979
2019
Q2
$75.5M Buy
3,037,218
+39,545
+1% +$972K 0.03% 970
2019
Q1
$72.1M Buy
2,997,673
+126,662
+4% +$3.08M 0.03% 981
2018
Q4
$64.6M Buy
2,871,011
+103,224
+4% +$2.59M 0.03% 961
2018
Q3
$75.3M Buy
2,767,787
+155,482
+6% +$4.54M 0.03% 984
2018
Q2
$78.3M Buy
2,612,305
+380,171
+17% +$10.7M 0.03% 892
2018
Q1
$59.7M Buy
2,232,134
+639,808
+40% +$17.3M 0.02% 1137
2017
Q4
$41.8M Buy
1,592,326
+150,108
+10% +$4.09M 0.02% 1536
2017
Q3
$39.6M Buy
1,442,218
+97,697
+7% +$2.55M 0.02% 1544
2017
Q2
$36.5M Buy
1,344,521
+103,028
+8% +$2.81M 0.02% 1571
2017
Q1
$35M Buy
1,241,493
+184,647
+17% +$5.37M 0.02% 1556
2016
Q4
$31.7M Buy
1,056,846
+254,709
+32% +$5.93M 0.02% 1596
2016
Q3
$15.4M Buy
802,137
+18,013
+2% +$343K 0.01% 2070
2016
Q2
$14.2M Buy
784,124
+134,000
+21% +$2.44M 0.01% 2057
2016
Q1
$11.5M Buy
650,124
+32,375
+5% +$568K 0.01% 2146
2015
Q4
$12.4M Buy
617,749
+16,692
+3% +$320K 0.01% 2100
2015
Q3
$10.4M Buy
601,057
+15,398
+3% +$277K 0.01% 2191
2015
Q2
$10.9M Buy
585,659
+5,896
+1% +$102K 0.01% 2226
2015
Q1
$10M Buy
579,763
+1,561
+0.3% +$26.1K 0.01% 2244
2014
Q4
$9.91M Buy
578,202
+16,627
+3% +$274K 0.01% 2254
2014
Q3
$8.94M Sell
561,575
-42
-0% -$691 0.01% 2271
2014
Q2
$9.3M Buy
561,617
+1,692
+0.3% +$28.2K 0.01% 2268
2014
Q1
$9.9M Buy
559,925
+2,300
+0.4% +$40.7K 0.01% 2195
2013
Q4
$9.55M Buy
557,625
+9,959
+2% +$176K 0.01% 2204
2013
Q3
$9.26M Buy
547,666
+2,143
+0.4% +$36.2K 0.01% 2163
2013
Q2
$8.48M Buy
+545,523
New +$7.75M 0.01% 2150

Other funds holding OCFC

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

Dimensional Fund Advisors increased its OceanFirst Financial (OCFC) stake by 5.6% in Q1 2026, buying an estimated $3.3M and bringing the position to 3,409,103 shares worth $61.5M. The position accounts for 0.01% of the portfolio, ranked #1390.

Dimensional Fund Advisors first reported a position in OCFC in Q2 2013 and has held it in 52 quarters since. The position peaked at $80.8M in Q4 2019. 206 funds tracked by Wall St. Rank hold OCFC as of Q1 2026.

  • Dimensional Fund Advisors held 3,409,103 shares of OceanFirst Financial worth $61.5M as of Q1 2026.
  • Dimensional Fund Advisors bought 179,364 OceanFirst Financial shares in Q1 2026, an estimated $3.3M.
  • OceanFirst Financial made up 0.01% of Dimensional Fund Advisors's portfolio in Q1 2026, its #1390 holding.
  • Dimensional Fund Advisors first reported a position in OceanFirst Financial in Q2 2013 and has held it in 52 quarters since.
  • Dimensional Fund Advisors's OceanFirst Financial position peaked at $80.8M in Q4 2019.
  • 206 funds tracked by Wall St. Rank held OceanFirst Financial as of Q1 2026.

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