Dimensional Fund Advisors LP Preferred Bank Transaction History

Dimensional Fund Advisors LP

$405 Billion
Q4 2024

A detailed history of Dimensional Fund Advisors LP transactions in Preferred Bank stock. As of the latest transaction made, Dimensional Fund Advisors LP holds 664,395 shares of PFBC stock, worth $60.6 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

664,395

Previous 674,243 1.46%

Holding current value

$60.6 Million

Previous $54.1 Million 6.15%

% of portfolio

0.01%

Previous 0.01%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$78.18 - $96.73 $769,916 - $952,597	-9,848 Reduced 1.46%	664,395 $57.4 Million
Q3 2024 Nov 07, 2024	SELL	$73.0 - $91.26 $444,862 - $556,138	-6,094 Reduced 0.9%	674,243 $54.1 Million
Q2 2024 Aug 09, 2024	BUY	$71.53 - $79.97 $324,674 - $362,983	4,539 Added 0.67%	680,337 $51.4 Million
Q1 2024 May 10, 2024	BUY	$68.13 - $76.77 $581,966 - $655,769	8,542 Added 1.28%	675,798 $51.9 Million
Q4 2023 Feb 07, 2024	BUY	$59.53 - $76.99 $610,718 - $789,840	10,259 Added 1.56%	667,256 $48.7 Million
Q3 2023 Nov 09, 2023	BUY	$55.24 - $66.97 $1.95 Million - $2.36 Million	35,246 Added 5.67%	656,997 $40.9 Million
Q2 2023 Aug 09, 2023	SELL	$44.16 - $56.63 $534,026 - $684,826	-12,093 Reduced 1.91%	621,751 $34.2 Million
Q1 2023 May 12, 2023	BUY	$53.57 - $74.03 $1.31 Million - $1.81 Million	24,494 Added 4.02%	633,844 $34.7 Million
Q4 2022 Feb 09, 2023	BUY	$65.52 - $76.87 $46,912 - $55,038	716 Added 0.12%	609,350 $45.5 Million
Q3 2022 Nov 10, 2022	SELL	$65.23 - $75.38 $70,709 - $81,711	-1,084 Reduced 0.18%	608,634 $39.7 Million
Q2 2022 Aug 12, 2022	SELL	$64.52 - $73.85 $842,889 - $964,776	-13,064 Reduced 2.1%	609,718 $41.5 Million
Q1 2022 May 13, 2022	BUY	$72.45 - $81.4 $55,569 - $62,433	767 Added 0.12%	622,782 $46.1 Million
Q4 2021 Feb 09, 2022	BUY	$66.0 - $71.9 $24,882 - $27,106	377 Added 0.06%	622,015 $44.7 Million
Q3 2021 Nov 12, 2021	BUY	$57.59 - $67.17 $280,348 - $326,983	4,868 Added 0.79%	621,638 $41.5 Million
Q2 2021 Aug 12, 2021	SELL	$62.97 - $68.99 $862,814 - $945,300	-13,702 Reduced 2.17%	616,770 $39 Million
Q1 2021 May 14, 2021	SELL	$48.29 - $66.59 $1.16 Million - $1.6 Million	-24,027 Reduced 3.67%	630,472 $40.2 Million
Q4 2020 Feb 25, 2021	BUY	$32.13 - $50.47 $21 Million - $33 Million	654,499 New	654,499 $33 Million

Others Institutions Holding PFBC

# of Institutions

226

Shares Held

11.1M

Call Options Held

200

Put Options Held

View Full List

About Preferred Bank

Ticker PFBC
Exchange NASDAQ
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 14,356,700
Market Cap $1.31B
Description
Preferred Bank provides various commercial banking products and services to small and mid-sized businesses and their owners, entrepreneurs, real estate developers and investors, professionals, and high net worth individuals in the United States. The company accepts checking, savings, and money market deposit accounts; fixed-rate and fixed maturi...

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Dimensional Fund Advisors LP Preferred Bank Transaction History