Monitor for any subsequent conversion to a Schedule 13D (activist filing), though Dimensional is a passive manager and such conversions are rare. The stake signals modest institutional conviction in CIVB's value proposition.
Price Chart
Executive Summary
Dimensional Fund Advisors LP disclosed a 5.3% passive stake in Civista Bancshares, Inc. via a new Schedule 13G filing. This is a routine passive investment by a large quantitative asset manager, indicating no intent to influence management.
Key Financial Metrics
Key Facts
- Dimensional Fund Advisors LP reported beneficial ownership of 1,096,031 shares of Civista Bancshares common stock, representing 5.3% of shares outstanding.
- The filing is a new Schedule 13G, not an amendment, indicating a new 5%+ position.
- Dimensional is a passive investment adviser registered under the Investment Advisers Act of 1940, with no intent to change or influence control of the issuer.
- The stake is held across multiple funds advised by Dimensional; no single fund exceeds 5% of the class.
Financial Impact
5.3% passive stake in a small-cap bank; no direct financial impact from the filing itself.
Risk Factors
- Dimensional could reduce or exit the position without public disclosure until the next 13F filing.
- No indication of activist intent, limiting near-term catalyst potential.
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G Filing (Primary) | 0000354204-26-001064 |
| Document: 0000354204-26-001064-index.html | 0000354204-26-001064 |
| Document: 0000354204-26-001064.txt | 0000354204-26-001064 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 23, 2026 4d ago | 8-K | $28.22 $28.16 | ▼ −0.21% | ▼ −0.77% | $28.22 (−0.00%) |
Oct 22, 2026 5d ago | 8-K | $28.15 $28.29 | ▲ +0.50% | ▲ +1.02% | $28.22 (+0.25%) |
Oct 22, 2026 5d ago | Press Release | $28.15 $28.29 | ▲ +0.50% | ▲ +1.02% | $28.22 (+0.25%) |
Oct 21, 2026 6d ago | 8-K | $28.15 $28.29 | ▲ +0.50% | ▲ +1.02% | $28.22 (+0.25%) |
Oct 21, 2026 6d ago | Press Release | $28.15 $28.29 | ▲ +0.50% | ▲ +1.02% | $28.22 (+0.25%) |
Oct 8, 2026 19d ago | SC 13G | $26.94 $26.41 | ▼ −1.97% | ▼ −2.57% | $28.22 (+4.75%) |
Oct 1, 2026 26d ago | Press Release | $26.57 $26.98 | ▲ +1.54% | ▲ +0.80% | $28.22 (+6.21%) |
Sep 22, 2026 5w ago | Institutional Cluster | $27.03 $26.59 | ▼ −1.63% | ▼ −0.91% | $28.22 (+4.40%) |
Sep 18, 2026 5w ago | 8-K | $27.08 $27.03 | ▼ −0.18% | ▼ −0.17% | $28.22 (+4.21%) |
Sep 15, 2026 6w ago | 8-K | $27.16 $27.23 | ▲ +0.26% | ▼ −0.88% | $28.22 (+3.90%) |
US Market Status
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