Dimensional Fund Advisors’s OptimumBank Holdings OPHC Stock Holding History

Dimensional Fund Advisors’s Portfolio OPHC Stock Details OPHC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$355K	Hold	71,487	–	–	﹤0.01%	2990
2025 Q4	$304K	Hold	71,487	–	–	﹤0.01%	3040
2025 Q3	$293K	Hold	71,487	–	–	﹤0.01%	3071
2025 Q2	$320K	Buy	71,487 +2,310	+3%	+$9.96K	﹤0.01%	3065
2025 Q1	$286K	Buy	69,177 +3,091	+5%	+$13.9K	﹤0.01%	3082
2024 Q4	$315K	Buy	66,086 +2,611	+4%	+$12.5K	﹤0.01%	3102
2024 Q3	$290K	Buy	63,475 +37,361	+143%	+$170K	﹤0.01%	3117
2024 Q2	$112K	Buy	26,114 +8,960	+52%	+$38.5K	﹤0.01%	3237
2024 Q1	$73.6K	Hold	17,154	–	–	﹤0.01%	3299
2023 Q4	$71.2K	Hold	17,154	–	–	﹤0.01%	3314
2023 Q3	$54.4K	Hold	17,154	–	–	﹤0.01%	3373
2023 Q2	$50.8K	Hold	17,154	–	–	﹤0.01%	3406
2023 Q1	$56.8K	Hold	17,154	–	–	﹤0.01%	3374
2022 Q4	$68	Buy	17,154 +2,311	+16%	+$9.98K	﹤0.01%	3368
2022 Q3	$60K	Buy	14,843 +1,768	+14%	+$7.08K	﹤0.01%	3384
2022 Q2	$52K	Buy	+13,075	New	+$53.7K	﹤0.01%	3383
2022 Q1	–	Sell	-10,030	Closed	-$40K	–	3546
2021 Q4	$40K	Buy	+10,030	New	+$48.7K	﹤0.01%	3506

Other funds holding OPHC

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Dimensional Fund Advisors held its OptimumBank Holdings (OPHC) position steady in Q1 2026 at 71,487 shares worth $355K. The position accounts for ﹤0.01% of the portfolio, ranked #2990.

Dimensional Fund Advisors first reported a position in OPHC in Q4 2021 and has held it in 17 quarters since. 18 funds tracked by Wall St. Rank hold OPHC as of Q1 2026.

Dimensional Fund Advisors held 71,487 shares of OptimumBank Holdings worth $355K as of Q1 2026.
Dimensional Fund Advisors left its OptimumBank Holdings share count unchanged in Q1 2026.
OptimumBank Holdings made up ﹤0.01% of Dimensional Fund Advisors's portfolio in Q1 2026, its #2990 holding.
Dimensional Fund Advisors first reported a position in OptimumBank Holdings in Q4 2021 and has held it in 17 quarters since.
18 funds tracked by Wall St. Rank held OptimumBank Holdings as of Q1 2026.

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