Dimensional Fund Advisors
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Dimensional Fund Advisors’s SB Financial Group SBFG Stock Holding History

Dimensional Fund Advisors’s Portfolio SBFG Stock Details SBFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.15M Buy
197,772
+5,677
+3% +$120K ﹤0.01% 2555
2025
Q4 		$4.28M Buy
192,095
+4,930
+3% +$102K ﹤0.01% 2573
2025
Q3 		$3.61M Buy
187,165
+557
+0.3% +$11.3K ﹤0.01% 2625
2025
Q2 		$3.56M Buy
186,608
+17,796
+11% +$337K ﹤0.01% 2614
2025
Q1 		$3.51M Buy
168,812
+3,980
+2% +$84.7K ﹤0.01% 2599
2024
Q4 		$3.45M Buy
164,832
+5,137
+3% +$105K ﹤0.01% 2645
2024
Q3 		$3.28M Buy
159,695
+1,387
+0.9% +$22.7K ﹤0.01% 2658
2024
Q2 		$2.22M Sell
158,308
-32
-0% -$441 ﹤0.01% 2738
2024
Q1 		$2.18M Buy
158,340
+903
+0.6% +$13.3K ﹤0.01% 2775
2023
Q4 		$2.4M Buy
157,437
+5,678
+4% +$78.1K ﹤0.01% 2757
2023
Q3 		$2.08M Buy
151,759
+1,794
+1% +$25K ﹤0.01% 2770
2023
Q2 		$1.9M Sell
149,965
-2,050
-1% -$27.3K ﹤0.01% 2800
2023
Q1 		$2.15M Buy
152,015
+1,084
+0.7% +$17.2K ﹤0.01% 2731
2022
Q4 		$2.53K Buy
150,931
+114
+0.1% +$1.91K ﹤0.01% 2663
2022
Q3 		$2.54M Buy
150,817
+2,074
+1% +$35.8K ﹤0.01% 2639
2022
Q2 		$2.57M Buy
148,743
+1,513
+1% +$27.7K ﹤0.01% 2665
2022
Q1 		$2.93M Buy
147,230
+638
+0.4% +$12.4K ﹤0.01% 2713
2021
Q4 		$2.72M Sell
146,592
-1,642
-1% -$29.4K ﹤0.01% 2765
2021
Q3 		$2.56M Buy
148,234
+5,078
+4% +$88.2K ﹤0.01% 2775
2021
Q2 		$2.52M Buy
143,156
+7,005
+5% +$124K ﹤0.01% 2814
2021
Q1 		$2.37M Buy
136,151
+16,041
+13% +$282K ﹤0.01% 2809
2020
Q4 		$2.09M Buy
120,110
+298
+0.2% +$4.84K ﹤0.01% 2796
2020
Q3 		$1.54M Hold
119,812
– – ﹤0.01% 2820
2020
Q2 		$1.9M Buy
119,812
+1,061
+0.9% +$15.3K ﹤0.01% 2771
2020
Q1 		$1.26M Buy
118,751
+1,292
+1% +$21.4K ﹤0.01% 2841
2019
Q4 		$2.2M Sell
117,459
-1,409
-1% -$23.8K ﹤0.01% 2834
2019
Q3 		$1.89M Buy
118,868
+675
+0.6% +$10.5K ﹤0.01% 2865
2019
Q2 		$1.85M Hold
118,193
– – ﹤0.01% 2919
2019
Q1 		$2.03M Hold
118,193
– – ﹤0.01% 2896
2018
Q4 		$1.85M Buy
118,193
+1,919
+2% +$33.4K ﹤0.01% 2891
2018
Q3 		$2.25M Buy
116,274
+1,953
+2% +$37.5K ﹤0.01% 2903
2018
Q2 		$2.21M Buy
114,321
+12,527
+12% +$227K ﹤0.01% 2861
2018
Q1 		$1.78M Buy
101,794
+15,134
+17% +$268K ﹤0.01% 2885
2017
Q4 		$1.53M Buy
86,660
+7,245
+9% +$120K ﹤0.01% 2908
2017
Q3 		$1.3M Sell
79,415
-994
-1% -$15.9K ﹤0.01% 2948
2017
Q2 		$1.3M Buy
80,409
+1,721
+2% +$28.2K ﹤0.01% 2933
2017
Q1 		$1.26M Buy
78,688
+3,501
+5% +$57.6K ﹤0.01% 2931
2016
Q4 		$1.15M Hold
75,187
– – ﹤0.01% 2936
2016
Q3 		$897K Hold
75,187
– – ﹤0.01% 2960
2016
Q2 		$778K Hold
75,187
– – ﹤0.01% 2974
2016
Q1 		$738K Hold
75,187
– – ﹤0.01% 2983
2015
Q4 		$798K Hold
75,187
– – ﹤0.01% 3006
2015
Q3 		$735K Hold
75,187
– – ﹤0.01% 3052
2015
Q2 		$758K Buy
75,187
+579
+0.8% +$6.03K ﹤0.01% 3071
2015
Q1 		$750K Hold
74,608
– – ﹤0.01% 3045
2014
Q4 		$665K Buy
74,608
+1,519
+2% +$13.3K ﹤0.01% 3089
2014
Q3 		$630K Hold
73,089
– – ﹤0.01% 3115
2014
Q2 		$583K Hold
73,089
– – ﹤0.01% 3158
2014
Q1 		$581K Hold
73,089
– – ﹤0.01% 3158
2013
Q4 		$549K Hold
73,089
– – ﹤0.01% 3158
2013
Q3 		$548K Sell
73,089
-105
-0.1% -$795 ﹤0.01% 3176
2013
Q2 		$531K Buy
+73,194
New +$578K ﹤0.01% 3162

Other funds holding SBFG

Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CCM
Cutler Capital Management Worcester, Massachusetts $370M AUM 15.34% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SVBP
Strategic Value Bank Partners Cleveland, Ohio $186M AUM 18.51% 1-Year Est. Return
PU
Petiole USA New York $143M AUM 19.66% 1-Year Est. Return
PH
Pinnacle Holdings Tulsa, Oklahoma $309M AUM 18.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

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

Dimensional Fund Advisors increased its SB Financial Group (SBFG) stake by 3% in Q1 2026, buying an estimated $120K and bringing the position to 197,772 shares worth $4.15M. The position accounts for ﹤0.01% of the portfolio, ranked #2555.

Dimensional Fund Advisors first reported a position in SBFG in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.28M in Q4 2025. 77 funds tracked by Wall St. Rank hold SBFG as of Q1 2026.

  • Dimensional Fund Advisors held 197,772 shares of SB Financial Group worth $4.15M as of Q1 2026.
  • Dimensional Fund Advisors bought 5,677 SB Financial Group shares in Q1 2026, an estimated $120K.
  • SB Financial Group made up ﹤0.01% of Dimensional Fund Advisors's portfolio in Q1 2026, its #2555 holding.
  • Dimensional Fund Advisors first reported a position in SB Financial Group in Q2 2013 and has held it in 52 quarters since.
  • Dimensional Fund Advisors's SB Financial Group position peaked at $4.28M in Q4 2025.
  • 77 funds tracked by Wall St. Rank held SB Financial Group as of Q1 2026.

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