SSBI SUMMIT STATE BANK COM

Ownership history in DIMENSIONAL FUND ADVISORS LP  ·  61 quarters on record

AI Ownership Summary

DIMENSIONAL FUND ADVISORS LP reported SUMMIT STATE BANK COM (SSBI) in 61 quarterly 13F filings from 2023 Q3 through 2025 Q4. The latest visible filing shows SSBI 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 SSBI 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 SUMMIT STATE BANK COM, 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
2025 Q4

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

High-water mark
Peak Conviction
0.0% in 2023 Q3

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

Time in book
Holding Window
2023 Q3 to 2025 Q4

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.

How DIMENSIONAL FUND ADVISORS LP held SSBI — position size vs. price
% of Fund (quarterly)    SSBI price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 69,624 -6,173 -8.1% 0.00% $810K 2026-02-14 (Est.) $13.89
2025 Q3 REDUCED 75,797 -3,952 -5.0% 0.00% $903K 2025-11-12 $10.77
2025 Q2 ADDED 79,749 +3,501 +4.6% 0.00% $864K 2025-08-12 $11.87
2025 Q1 ADDED 76,248 +3,350 +4.6% 0.00% $704K 2025-05-13 $9.21
2024 Q4 UNCHANGED 72,898 0% 0.00% $557K 2025-02-13 $7.10
2024 Q3 ADDED 72,898 +6,729 +10.2% 0.00% $616K 2024-11-07 $6.51
2024 Q2 REDUCED 66,169 -1,764 -2.6% 0.00% $625K 2024-08-09 $9.20
2024 Q1 UNCHANGED 67,933 0% 0.00% $737K 2024-05-10 $9.33
2023 Q4 ADDED 67,933 +1,112 +1.7% 0.00% $815K 2024-02-07 $9.57
2023 Q3 ADDED 66,821 +1,721 +2.6% 0.00% $1.1M 2023-11-09 $12.23
51 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About DIMENSIONAL FUND ADVISORS LP and SSBI

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 SSBI?

DIMENSIONAL FUND ADVISORS LP reported SSBI across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

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

The largest reported portfolio weight for SSBI was 0.00% in 2023 Q3.

What is the latest reported SSBI position on this page?

The most recent filing on this page is 2025 Q4, when DIMENSIONAL FUND ADVISORS LP reported 69,624 shares, equal to 0.00% of portfolio, with an estimated market value of $810K.

What does the chart on this SSBI ownership page compare?

The chart compares DIMENSIONAL FUND ADVISORS LP's quarterly SSBI 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.

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