As of the latest SEC filings, Lake Shore Bancorp, Inc. /MD/ (LSBK) is held by 25 institutional funds. The largest fund shareholder is VANGUARD EXTENDED MARKET INDEX FUND (VEMPX), holding an estimated $367,249.74 in market value, representing a significant portion of its portfolio.
Funds holding Lake Shore Bancorp, Inc. /MD/ (LSBK)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- LSBK
- CIK:
- 0002059653
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $367,249.74 | 24,193 | Mar 31, 2026 | May 28, 2026 |
|
DFQTX
U.S. CORE EQUITY 2 PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.00% | $182,729.88 | 11,238 | Apr 30, 2026 | Jun 24, 2026 |
|
BRSIX
Ultra-Small Company Market Fund
|
MF | Independent / Boutique | 0.13% | $157,204.08 | 10,356 | Mar 31, 2026 | May 21, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.00% | $134,350.92 | 8,679 | Feb 28, 2026 | Apr 24, 2026 |
|
IWC
iShares Micro-Cap ETF
|
ETF | BlackRock / iShares | 0.01% | $130,441.74 | 8,593 | Mar 31, 2026 | May 28, 2026 |
|
DFSCX
U.S. MICRO CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.00% | $92,779.56 | 5,706 | Apr 30, 2026 | Jun 24, 2026 |
|
FSKAX
Fidelity Total Market Index Fund
|
MF | Fidelity | 0.00% | $85,852.08 | 5,546 | Feb 28, 2026 | Apr 24, 2026 |
|
DFEOX
U.S. CORE EQUITY 1 PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.00% | $78,730.92 | 4,842 | Apr 30, 2026 | Jun 24, 2026 |
|
FNCMX
Fidelity Nasdaq Composite Index Fund
|
MF | Fidelity | 0.00% | $72,307.08 | 4,671 | Feb 28, 2026 | Apr 24, 2026 |
|
DFAC
Dimensional U.S. Core Equity 2 ETF
|
ETF | Dimensional Fund Advisors | 0.00% | $72,210.66 | 4,441 | Apr 30, 2026 | Jun 29, 2026 |
|
DFVEX
U.S. VECTOR EQUITY PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.00% | $55,267.74 | 3,399 | Apr 30, 2026 | Jun 24, 2026 |
|
FCFMX
Fidelity Series Total Market Index Fund
|
MF | Fidelity | 0.00% | $51,780.60 | 3,345 | Feb 28, 2026 | Apr 24, 2026 |
|
DFAT
Dimensional U.S. Targeted Value ETF
|
ETF | Dimensional Fund Advisors | 0.00% | $50,812.50 | 3,125 | Apr 30, 2026 | Jun 29, 2026 |
|
-
AZL DFA U.S. Core Equity Fund
|
ETF | Independent / Boutique | 0.00% | $15,422.88 | 1,016 | Mar 31, 2026 | Jun 1, 2026 |
|
DFSIX
U.S. Sustainability Core 1 Portfolio
|
MF | Dimensional Fund Advisors | 0.00% | $14,601.48 | 898 | Apr 30, 2026 | Jun 24, 2026 |
|
NSGRX
Small Cap Core Fund
|
MF | Independent / Boutique | 0.00% | $11,931.48 | 786 | Mar 31, 2026 | May 28, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.00% | $11,821.02 | 727 | Apr 30, 2026 | Jun 24, 2026 |
|
-
1290 VT Micro Cap Portfolio
|
ETF | Independent / Boutique | 0.01% | $9,214.26 | 607 | Mar 31, 2026 | May 26, 2026 |
|
DFFVX
U.S. Targeted Value Portfolio
|
MF | Dimensional Fund Advisors | 0.00% | $8,943.00 | 550 | Apr 30, 2026 | Jun 24, 2026 |
|
DFAS
Dimensional U.S. Small Cap ETF
|
ETF | Dimensional Fund Advisors | 0.00% | $7,430.82 | 457 | Apr 30, 2026 | Jun 29, 2026 |
|
DFUEX
U.S. Social Core Equity 2 Portfolio
|
MF | Dimensional Fund Advisors | 0.00% | $3,739.80 | 230 | Apr 30, 2026 | Jun 24, 2026 |
|
DFSV
Dimensional US Small Cap Value ETF
|
ETF | Dimensional Fund Advisors | 0.00% | $227.64 | 14 | Apr 30, 2026 | Jun 29, 2026 |
|
DFSU
Dimensional US Sustainability Core 1 ETF
|
ETF | Dimensional Fund Advisors | 0.00% | $162.60 | 10 | Apr 30, 2026 | Jun 29, 2026 |
|
DCOR
Dimensional US Core Equity 1 ETF
|
ETF | Dimensional Fund Advisors | 0.00% | $81.30 | 5 | Apr 30, 2026 | Jun 29, 2026 |
|
DXUV
Dimensional US Vector Equity ETF
|
ETF | Dimensional Fund Advisors | 0.00% | $81.30 | 5 | Apr 30, 2026 | Jun 29, 2026 |
Advertisement (320x50)