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 Q2	$454K	Buy	77,662 +6,175	+9%	+$34K	﹤0.01%	2980
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	Buy	+17,154	New	+$65.9K	﹤0.01%	3374
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 $302B AUM 26.44% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MBAM

Mink Brook Asset Management West Palm Beach, Florida $227M AUM 64.76% 1-Year Est. Return

S2L

Sparta 24 Ltd Tirat Hacarmel, Israel $109M AUM 16.57% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

Dimensional Fund Advisors increased its OptimumBank Holdings (OPHC) stake by 8.6% in Q2 2026, buying an estimated $34K and bringing the position to 77,662 shares worth $454K. The position accounts for ﹤0.01% of the portfolio, ranked #2980.

Dimensional Fund Advisors first reported a position in OPHC in Q4 2021 and has held it in 17 quarters since. 24 funds tracked by Wall St. Rank hold OPHC as of Q2 2026.

Dimensional Fund Advisors held 77,662 shares of OptimumBank Holdings worth $454K as of Q2 2026.
Dimensional Fund Advisors bought 6,175 OptimumBank Holdings shares in Q2 2026, an estimated $34K.
OptimumBank Holdings made up ﹤0.01% of Dimensional Fund Advisors's portfolio in Q2 2026, its #2980 holding.
Dimensional Fund Advisors first reported a position in OptimumBank Holdings in Q4 2021 and has held it in 17 quarters since.
24 funds tracked by Wall St. Rank held OptimumBank Holdings as of Q2 2026.

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