Dimensional Fund Advisors
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Dimensional Fund Advisors’s USCB Financial Holdings USCB Stock Holding History

Dimensional Fund Advisors’s Portfolio USCB Stock Details USCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.64M Buy
226,776
+27,931
+14% +$531K ﹤0.01% 2563
2026
Q1 		$3.69M Buy
198,845
+26,267
+15% +$500K ﹤0.01% 2584
2025
Q4 		$3.18M Buy
172,578
+17,620
+11% +$315K ﹤0.01% 2637
2025
Q3 		$2.7M Buy
154,958
+11,251
+8% +$193K ﹤0.01% 2692
2025
Q2 		$2.38M Buy
143,707
+27,001
+23% +$454K ﹤0.01% 2721
2025
Q1 		$2.17M Buy
116,706
+16,109
+16% +$300K ﹤0.01% 2707
2024
Q4 		$1.79M Buy
100,597
+11,199
+13% +$196K ﹤0.01% 2816
2024
Q3 		$1.36M Buy
89,398
+22,749
+34% +$331K ﹤0.01% 2863
2024
Q2 		$854K Buy
66,649
+12,542
+23% +$146K ﹤0.01% 2931
2024
Q1 		$617K Buy
54,107
+10,545
+24% +$122K ﹤0.01% 3004
2023
Q4 		$534K Buy
43,562
+13,227
+44% +$151K ﹤0.01% 3035
2023
Q3 		$319K Buy
30,335
+10,388
+52% +$115K ﹤0.01% 3129
2023
Q2 		$203K Hold
19,947
– – ﹤0.01% 3235
2023
Q1 		$197K Buy
+19,947
New +$240K ﹤0.01% 3206

Other funds holding USCB

PFPGI
Patriot Financial Partners GP II Radnor, Pennsylvania $391M AUM 33.12% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $487M AUM 31.85% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $283M AUM 40.56% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $6.48B AUM 30.25% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BCM
Basswood Capital Management New York $2.51B AUM 26.71% 1-Year Est. Return

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

Dimensional Fund Advisors increased its USCB Financial Holdings (USCB) stake by 14% in Q2 2026, buying an estimated $531K and bringing the position to 226,776 shares worth $4.64M. The position accounts for ﹤0.01% of the portfolio, ranked #2563.

Dimensional Fund Advisors first reported a position in USCB in Q1 2023 and has held it in 14 quarters since. 95 funds tracked by Wall St. Rank hold USCB as of Q2 2026.

  • Dimensional Fund Advisors held 226,776 shares of USCB Financial Holdings worth $4.64M as of Q2 2026.
  • Dimensional Fund Advisors bought 27,931 USCB Financial Holdings shares in Q2 2026, an estimated $531K.
  • USCB Financial Holdings made up ﹤0.01% of Dimensional Fund Advisors's portfolio in Q2 2026, its #2563 holding.
  • Dimensional Fund Advisors first reported a position in USCB Financial Holdings in Q1 2023 and has held it in 14 quarters since.
  • 95 funds tracked by Wall St. Rank held USCB Financial Holdings as of Q2 2026.

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