Question 1

Does Dimensional Fund Advisors own LOB stock?

Accepted Answer

Yes. As of its Q2 2026 13F, Dimensional Fund Advisors holds 1,615,529 shares of LOB (Live Oak Bancshares), worth $66M.

Question 2

How many shares of LOB does Dimensional Fund Advisors own?

Accepted Answer

As of its Q2 2026 13F, Dimensional Fund Advisors holds 1,615,529 shares of LOB (Live Oak Bancshares).

Question 3

What is Dimensional Fund Advisors' LOB position worth?

Accepted Answer

As of its Q2 2026 13F, Dimensional Fund Advisors' LOB position is worth $66M.

Question 4

Is Dimensional Fund Advisors buying or selling LOB?

Accepted Answer

In Q2 2026, Dimensional Fund Advisors increased its LOB position by 22,344 shares (+1.4%).

Question 5

When did Dimensional Fund Advisors first buy LOB?

Accepted Answer

Dimensional Fund Advisors already held LOB in its Q3 2019 13F, the earliest on record, and has listed it in 28 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	1.6M	+1.4%	$66M	0.0%	$40.81	30
2026-Q1	Increased	1.6M	+3.6%	$52.7M	0.0%	$33.02	30
2025-Q4	Decreased	1.5M	-0.4%	$52.8M	0.0%	$34.27	0
2025-Q3	Increased	1.5M	+0.3%	$54.4M	0.0%	$35.10	29
2025-Q2	Increased	1.5M	+7.9%	$45.9M	0.0%	$29.68	32
2025-Q1	Increased	1.4M	+0.6%	$38.1M	0.0%	$26.52	29
2024-Q4	Increased	1.4M	+0.1%	$56.1M	0.0%	$39.31	29
2024-Q3	Increased	1.4M	+1.0%	$67.1M	0.0%	$47.05	30
2024-Q2	Increased	1.4M	+3.5%	$49.2M	0.0%	$34.80	30
2024-Q1	Increased	1.4M	+2.0%	$56.2M	0.0%	$41.17	30
2023-Q4	Increased	1.3M	+4.8%	$60.4M	0.0%	$45.09	31
2023-Q3	Increased	1.3M	+4.6%	$36.7M	0.0%	$28.66	30
2023-Q2	Increased	1.2M	+1.6%	$31.9M	0.0%	$26.02	29
2023-Q1	Increased	1.2M	+22.3%	$29M	0.0%	$24.07	35
2022-Q4	Increased	974,092	+8.8%	$29.4M	0.0%	$29.81	31
2022-Q3	Decreased	895,486	-1.0%	$27.4M	0.0%	$30.17	0
2022-Q2	Decreased	904,603	-3.6%	$30.7M	0.0%	$33.39	0
2022-Q1	Decreased	938,123	-1.2%	$47.7M	0.0%	$50.10	0
2021-Q4	Decreased	949,524	-0.1%	$82.9M	0.0%	$85.89	0
2021-Q3	Decreased	950,206	-1.3%	$60.5M	0.0%	$62.59	0
2021-Q2	Decreased	962,942	-18.0%	$56.8M	0.0%	$58.01	0
2021-Q1	Decreased	1.2M	-0.9%	$80.4M	0.0%	$67.30	0
2020-Q4	Increased	1.2M	+1.4%	$56.2M	0.0%	$46.61	30
2020-Q3	Increased	1.2M	+0.5%	$29.6M	0.0%	$24.86	29
2020-Q2	Increased	1.2M	+3.9%	$16.9M	0.0%	$14.22	29
2020-Q1	Increased	1.1M	+5.5%	$14M	0.0%	$12.19	30
2019-Q4	Decreased	1.1M	-2.6%	$20.2M	0.0%	$18.56	0
2019-Q3	First report	1.1M	-	$19.7M	0.0%	$17.64	0

LOB28 quarters

LOB
28 quarters