Dimensional Fund Advisors
SSBI icon

Dimensional Fund Advisors’s Summit State Bank SSBI Stock Holding History

Dimensional Fund Advisors’s Portfolio SSBI Stock Details SSBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$944K Hold
69,624
– – ﹤0.01% 2877
2026
Q1 		$931K Hold
69,624
– – ﹤0.01% 2856
2025
Q4 		$810K Sell
69,624
-6,173
-8% -$69.8K ﹤0.01% 2891
2025
Q3 		$903K Sell
75,797
-3,952
-5% -$46.6K ﹤0.01% 2905
2025
Q2 		$864K Buy
79,749
+3,501
+5% +$32.4K ﹤0.01% 2911
2025
Q1 		$704K Buy
76,248
+3,350
+5% +$26.8K ﹤0.01% 2949
2024
Q4 		$557K Hold
72,898
– – ﹤0.01% 3015
2024
Q3 		$616K Buy
72,898
+6,729
+10% +$60.6K ﹤0.01% 3005
2024
Q2 		$625K Sell
66,169
-1,764
-3% -$16.9K ﹤0.01% 2993
2024
Q1 		$737K Hold
67,933
– – ﹤0.01% 2972
2023
Q4 		$815K Buy
67,933
+1,112
+2% +$15.1K ﹤0.01% 2963
2023
Q3 		$1.1M Buy
66,821
+1,721
+3% +$27.9K ﹤0.01% 2896
2023
Q2 		$984K Buy
65,100
+1,708
+3% +$25.3K ﹤0.01% 2935
2023
Q1 		$879K Buy
63,392
+960
+2% +$14.8K ﹤0.01% 2925
2022
Q4 		$987 Buy
62,432
+25
+0% +$390 ﹤0.01% 2901
2022
Q3 		$905K Sell
62,407
-869
-1% -$13.2K ﹤0.01% 2906
2022
Q2 		$963K Hold
63,276
– – ﹤0.01% 2925
2022
Q1 		$1.08M Hold
63,276
– – ﹤0.01% 2976
2021
Q4 		$954K Buy
63,276
+781
+1% +$12.8K ﹤0.01% 3038
2021
Q3 		$1.13M Sell
62,495
-1,048
-2% -$15.6K ﹤0.01% 3023
2021
Q2 		$898K Buy
63,543
+165
+0.3% +$2.39K ﹤0.01% 3051
2021
Q1 		$936K Buy
63,378
+587
+0.9% +$8.28K ﹤0.01% 3029
2020
Q4 		$756K Sell
62,791
-319
-0.5% -$3.64K ﹤0.01% 3031
2020
Q3 		$640K Hold
63,110
– – ﹤0.01% 3015
2020
Q2 		$557K Sell
63,110
-1,284
-2% -$10.9K ﹤0.01% 3057
2020
Q1 		$468K Hold
64,394
– – ﹤0.01% 3066
2019
Q4 		$759K Hold
64,394
– – ﹤0.01% 3065
2019
Q3 		$689K Hold
64,394
– – ﹤0.01% 3088
2019
Q2 		$644K Hold
64,394
– – ﹤0.01% 3146
2019
Q1 		$678K Hold
64,394
– – ﹤0.01% 3112
2018
Q4 		$689K Buy
64,394
+2,268
+4% +$26.6K ﹤0.01% 3095
2018
Q3 		$867K Buy
62,126
+110
+0.2% +$1.56K ﹤0.01% 3093
2018
Q2 		$871K Buy
62,016
+5,486
+10% +$74.9K ﹤0.01% 3045
2018
Q1 		$689K Buy
56,530
+9,164
+19% +$110K ﹤0.01% 3061
2017
Q4 		$551K Buy
47,366
+1,430
+3% +$16.4K ﹤0.01% 3084
2017
Q3 		$518K Hold
45,936
– – ﹤0.01% 3102
2017
Q2 		$543K Buy
45,936
+891
+2% +$10.5K ﹤0.01% 3078
2017
Q1 		$532K Buy
45,045
+1,336
+3% +$15.8K ﹤0.01% 3082
2016
Q4 		$477K Hold
43,709
– – ﹤0.01% 3101
2016
Q3 		$432K Hold
43,709
– – ﹤0.01% 3089
2016
Q2 		$425K Buy
43,709
+418
+1% +$4.18K ﹤0.01% 3077
2016
Q1 		$429K Hold
43,291
– – ﹤0.01% 3072
2015
Q4 		$430K Hold
43,291
– – ﹤0.01% 3121
2015
Q3 		$412K Hold
43,291
– – ﹤0.01% 3148
2015
Q2 		$413K Buy
43,291
+3,662
+9% +$35.5K ﹤0.01% 3167
2015
Q1 		$384K Hold
39,629
– – ﹤0.01% 3149
2014
Q4 		$395K Buy
39,629
+3,660
+10% +$35.9K ﹤0.01% 3171
2014
Q3 		$340K Hold
35,969
– – ﹤0.01% 3206
2014
Q2 		$345K Buy
35,969
+1,285
+4% +$10.5K ﹤0.01% 3243
2014
Q1 		$276K Hold
34,684
– – ﹤0.01% 3271
2013
Q4 		$266K Hold
34,684
– – ﹤0.01% 3262
2013
Q3 		$237K Hold
34,684
– – ﹤0.01% 3302
2013
Q2 		$234K Buy
+34,684
New +$224K ﹤0.01% 3294

Other funds holding SSBI

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $422M AUM 42.84% 1-Year Est. Return
CSC
Caldwell Sutter Capital Sausalito, California $265M AUM 30.15% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
SM
Salzhauer Michael $292M AUM 30% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

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

Dimensional Fund Advisors held its Summit State Bank (SSBI) position steady in Q2 2026 at 69,624 shares worth $944K. The position accounts for ﹤0.01% of the portfolio, ranked #2877.

Dimensional Fund Advisors first reported a position in SSBI in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.13M in Q3 2021. 22 funds tracked by Wall St. Rank hold SSBI as of Q2 2026.

  • Dimensional Fund Advisors held 69,624 shares of Summit State Bank worth $944K as of Q2 2026.
  • Dimensional Fund Advisors left its Summit State Bank share count unchanged in Q2 2026.
  • Summit State Bank made up ﹤0.01% of Dimensional Fund Advisors's portfolio in Q2 2026, its #2877 holding.
  • Dimensional Fund Advisors first reported a position in Summit State Bank in Q2 2013 and has held it in 53 quarters since.
  • Dimensional Fund Advisors's Summit State Bank position peaked at $1.13M in Q3 2021.
  • 22 funds tracked by Wall St. Rank held Summit State Bank as of Q2 2026.

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