DIMENSIONAL FUND ADVISORS LP CBFV — CB FINL SVCS INC

Ownership history in DIMENSIONAL FUND ADVISORS LP  ·  15 quarters on record

AI Ownership Summary

DIMENSIONAL FUND ADVISORS LP reported CB FINL SVCS INC (CBFV) in 15 quarterly 13F filings from 2023 Q4 through 2026 Q1. The latest visible filing shows CBFV at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CBFV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was DIMENSIONAL FUND ADVISORS LP's position in CB FINL SVCS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

CBFV was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CBFV stock page DIMENSIONAL FUND ADVISORS LP fund profile DIMENSIONAL FUND ADVISORS LP full holdings
How DIMENSIONAL FUND ADVISORS LP held CBFV — position size vs. price
% of Fund (quarterly)    CBFV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 36,085 -455 -1.2% 0.00% $1.2M 2026-05-07 $35.75
2025 Q4 ADDED — — — 36,540 +1,425 +4.1% 0.00% $1.3M 2026-02-12 $36.92
2025 Q3 ADDED — — — 35,115 +27 +0.1% 0.00% $1.2M 2025-11-12 $33.49
2025 Q2 ADDED — — — 35,088 +13,587 +63.2% 0.00% $1000K 2025-08-12 $31.50
2025 Q1 ADDED — — — 21,501 +3,679 +20.6% 0.00% $612K 2025-05-13 $28.51
2024 Q4 ADDED — — — 17,822 +967 +5.7% 0.00% $509K 2025-02-13 $29.54
2024 Q3 ADDED — — — 16,855 +3,246 +23.9% 0.00% $471K 2024-11-07 $27.89
2024 Q2 ADDED — — — 13,609 +314 +2.4% 0.00% $308K 2024-08-09 $23.01
2024 Q1 UNCHANGED — — — 13,295 — 0% 0.00% $287K 2024-05-10 $21.01
2023 Q4 ADDED — — — 13,295 +1,788 +15.5% 0.00% $317K 2024-02-07 $20.76
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding CBFV

As of 2026 Q1 — sorted by position size

M3F, Inc. 3Y 7Y 1.45% SALZHAUER MICHAEL 3Y 7Y 0.3% Waldron Private Wealth LLC 3Y 7Y 0.08% Wilmington Savings Fund Society, FSB 3Y 7Y 0.03% Janney Montgomery Scott LLC 3Y 7Y 0.03% WESBANCO BANK INC 3Y 7Y 0.01% Steward Partners Investment Advisory, LLC 3Y 7Y 0.0% LOS ANGELES CAPITAL MANAGEMENT LLC 3Y 7Y 0.0% Police & Firemen's Retirement System of New Jersey 0.0% FIFTH THIRD BANCORP 3Y 7Y 0.0%

FAQ About DIMENSIONAL FUND ADVISORS LP and CBFV

These are the practical questions this page is built to answer before you even open the full history table.

How long has DIMENSIONAL FUND ADVISORS LP reported owning CBFV?

DIMENSIONAL FUND ADVISORS LP reported CBFV across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported CBFV position in DIMENSIONAL FUND ADVISORS LP's portfolio?

The largest reported portfolio weight for CBFV was 0.00% in 2025 Q4.

What is the latest reported CBFV position on this page?

The most recent filing on this page is 2026 Q1, when DIMENSIONAL FUND ADVISORS LP reported 36,085 shares, equal to 0.00% of portfolio, with an estimated market value of $1.2M.

What does the chart on this CBFV ownership page compare?

The chart compares DIMENSIONAL FUND ADVISORS LP's quarterly CBFV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did DIMENSIONAL FUND ADVISORS LP time their CBFV position?

Based on 13F filing dates vs. subsequent CBFV price moves, DIMENSIONAL FUND ADVISORS LP correctly timed 9 out of 11 reported position changes (82%). The annualised alpha on CBFV relative to SPY over the holding period was -0.9%.

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