Langmuir-Blodgett (LB) films of amphiphilic block copolymers (BCs) form well-defined nanostructures with long-range order useful, for instance, for nanolithography applications. Nanostructures with a 2D circular micelle ("dot") morphology are known to present a constant pressure plateau in their Langmuir isotherm (surface pressure vs molecular area curve at the air/water interface), indicative of a first-order transition. We have previously shown, with LB films of polystyrene-b-poly(4-vinylpyridine) (PS-P4VP) and its supramolecular complex with 3-n-pentadecylphenol (PDP), that there is an order-order transition of the dots from hexagonal to square at the plateau. However, various literature results indicate that the molecular-level understanding of the transition is poorly understood. Here, using polarized infrared spectroscopy on the PS-P4VP/PDP system, we identify what molecular changes occur at the plateau. The only changes found are an edge-on to isotropic orientation of the pyridine rings and an increase in the level of P4VP hydrogen bonding with PDP3 no changes are found in alkyl chain conformation or orientation. On the basis of these results and AFM observations of the film morphologies, we propose a new mechanism involving 2D to 3D folding of the P4VP chains on the water surface at the plateau pressure that connects the molecular changes with the hexagonal-square reorganization of the dot array. We further show how the model can be generalized to dot-forming LB films of pure PS-P4VP and other BC systems and even to BC monolayers obtained by spin-coating from dilute solutions. This study thus lays the foundation for a generalized fundamental understanding of dot-forming LB block copolymer films and enables predicting their behavior in order to precisely control their organization and, ultimately, their properties at different length scales.