Civista Bancshares, Inc.
US ˙ NasdaqCM ˙ US1788671071

SecurityCIVB / Civista Bancshares, Inc.
InstitutionDimensional Fund Advisors Lp
Latest Disclosed Ownership869,663 shares
Ownership 4.50%
Dimensional Fund Advisors Lp ownership in CIVB / Civista Bancshares, Inc.

2025-10-09 - Dimensional Fund Advisors Lp has filed an SCHEDULE 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 869,663 shares of Civista Bancshares, Inc. (US:CIVB). This represents 4.5 percent ownership of the company. In their previous filing dated 2024-10-31 , Dimensional Fund Advisors Lp had reported owning 809,238 shares, indicating an increase of 7.47 percent.

Institutional Ownership: 13D/G Filings

This table shows a history of the 13D/G filings made by the investor and/or investor group. Note that the share values in this table are not directly comparable to any numbers shown in the 13F table (if any).

File
Date		Effective
Date		Form Prev
Shares		 Latest
Shares		 ΔShares
(Percent)		 Ownership
(Percent)		 ΔOwnership
(Percent)
2025-10-09 2025-10-09 13G/A 809,238 869,663 7.47 4.50 -11.76
2024-10-31 2024-10-31 13G 809,238 5.10

Important Note: One of the primary uses of the 13D/G filings is to evaluate the ability of a firm to control a company (ie, the "beneficial ownership"). To that end, firms are required to report not just direct holdings in companies, but indirect holdings that they control. For investment firms, these indirect holdings can include shares in funds they manage, advisory accounts, and in the case of activist campaigns, pledged votes. Therefore, share counts listed in 13D/G filings can differ significantly than share counts listed in 13F filings.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-07 2026-03-31 13F CIVISTA BANCSHARES COM NO PAR 178867107 950,330 40,176 4.41 21,658 7.09 0.0045
2026-02-12 2025-12-31 13F CIVISTA BANCSHARES COM NO PAR 178867107 910,154 40,491 4.66 20,224 14.51 0.0042
2025-11-12 2025-09-30 13F CIVISTA BANCSHARES COM NO PAR 178867107 869,663 27,366 3.25 17,663 -9.62 0.0038
2025-08-12 2025-06-30 13F CIVISTA BANCSHARES COM NO PAR 178867107 842,297 -2,940 -0.35 19,542 18.33 0.0045
2025-05-13 2025-03-31 13F CIVISTA BANCSHARES COM NO PAR 178867107 845,237 12,190 1.46 16,516 -5.77 0.0041
2025-02-13 2024-12-31 13F CIVISTA BANCSHARES COM NO PAR 178867107 833,047 23,809 2.94 17,527 21.55 0.0042
2024-11-07 2024-09-30 13F CIVISTA BANCSHARES COM NO PAR 178867107 809,238 14,084 1.77 14,421 17.08 0.0035
2024-08-09 2024-06-30 13F CIVISTA BANCSHARES COM NO PAR 178867107 795,154 6,234 0.79 12,316 1.51 0.0032
2024-05-10 2024-03-31 13F CIVISTA BANCSHARES COM NO PAR 178867107 788,920 11,069 1.42 12,134 -15.41 0.0033
2024-02-07 2023-12-31 13F CIVISTA BANCSHARES COM NO PAR 178867107 777,851 23,337 3.09 14,344 22.64 0.0042
2023-11-09 2023-09-30 13F CIVISTA BANCSHARES COM NO PAR 178867107 754,514 35,401 4.92 11,695 -6.53 0.0038
2023-08-09 2023-06-30 13F CIVISTA BANCSHARES COM NO PAR 178867107 719,113 -4,489 -0.62 12,513 2.44 0.0040
2023-05-12 2023-03-31 13F CIVISTA BANCSHARES COM NO PAR 178867107 723,602 28,584 4.11 12,214 81,326.67 0.0041
2023-02-09 2022-12-31 13F CIVISTA BANCSHARES COM NO PAR 178867107 695,018 22,087 3.28 15 -99.89 0.0045
2022-11-10 2022-09-30 13F CIVISTA BANCSHARES COM NO PAR 178867107 672,931 28,256 4.38 13,970 1.92 0.0054
2022-08-12 2022-06-30 13F CIVISTA BANCSHARES COM NO PAR 178867107 644,675 44,011 7.33 13,707 -5.31 0.0049
2022-05-13 2022-03-31 13F CIVISTA BANCSHARES COM 178867107 600,664 26,426 4.60 14,476 3.32 0.0045
2022-02-09 2021-12-31 13F CIVISTA BANCSHARES COM 178867107 574,238 7,691 1.36 14,011 6.46 0.0042
2021-11-12 2021-09-30 13F CIVISTA BANCSHARES COM 178867107 566,547 22,521 4.14 13,161 9.47 0.0042
2021-08-12 2021-06-30 13F CIVISTA BANCSHARES COM 178867107 544,026 51,555 10.47 12,023 6.43 0.0038
2021-05-14 2021-03-31 13F CIVISTA BANCSHARES COM 178867107 492,471 7,118 1.47 11,297 32.78 0.0037
2021-03-08 2020-12-31 13F/A-2 CIVISTA BANCSHARES COM 178867107 485,353 714 0.15 8,508 40.21 0.0031
2021-02-11 2020-12-31 13F CIVISTA BANCSHARES COM 178867107 485,353 714 8,508 3,072.6374
2020-11-12 2020-09-30 13F CIVISTA BANCSHARES COM 178867107 484,639 4,567 0.95 6,068 -17.92 0.0026
2020-08-13 2020-06-30 13F CIVISTA BANCSHARES COM 178867107 480,072 36,630 8.26 7,393 11.44 0.0032
2020-05-14 2020-03-31 13F CIVISTA BANCSHARES COM 178867107 443,442 38,051 9.39 6,634 -31.81 0.0035
2020-02-14 2019-12-31 13F CIVISTA BANCSHARES COM 178867107 405,391 33,787 9.09 9,729 20.48 0.0035
2019-11-12 2019-09-30 13F CIVISTA BANCSHARES COM 178867107 371,604 23,905 6.88 8,075 3.46 0.0031
2019-08-13 2019-06-30 13F CIVISTA BANCSHARES COM 178867107 347,699 35,120 11.24 7,805 14.39 0.0030
2019-08-12 2019-03-31 13F/A-2 CIVISTA BANCSHARES COM 178867107 312,579 55,391 21.54 6,823 52.30 0.0027
2019-05-10 2019-03-31 13F CIVISTA BANCSHARES COM 178867107 312,579 55,391 6,823
2019-02-26 2018-12-31 13F/A-1 CIVISTA BANCSHARES COM 178867107 257,188 38,685 17.70 4,480 -14.89 0.0020
2019-02-13 2018-12-31 13F CIVISTA BANCSHARES COM 178867107 257,188 38,685 4,480
2018-11-13 2018-09-30 13F CIVISTA BANCSHARES COM 178867107 218,503 53,649 32.54 5,264 31.73 0.0020
2018-08-10 2018-06-30 13F CIVISTA BANCSHARES COM 178867107 164,854 61,071 58.84 3,996 68.47 0.0016
2018-05-11 2018-03-31 13F CIVISTA BANCSHARES COM 178867107 103,783 47,572 84.63 2,372 91.75 0.0010
2018-02-12 2017-12-31 13F CIVISTA BANCSHARES COM 178867107 56,211 19,523 53.21 1,237 50.85 0.0005
2017-11-13 2017-09-30 13F CIVISTA BANCSHARES COM 178867107 36,688 -686 -1.84 820 5.13 0.0004
2017-08-11 2017-06-30 13F CIVISTA BANCSHARES COM 178867107 37,374 9,717 35.13 780 27.24 0.0004
2017-05-12 2017-03-31 13F CIVISTA BANCSHARES COM 178867107 27,657 11,786 74.26 613 99.03 0.0003
2017-02-09 2016-12-31 13F CIVISTA BANCSHARES COM 178867107 15,871 15,871 308 0.0002
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.