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DIMENSIONAL FUND ADVISORS LP

Position in BBT — Beacon Financial Corp

CIK 354204 AUSTIN, TX

Position in BBT

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$150,909,528
+$6,353,868 QoQ
Shares Held
4,955,978
+2.9% QoQ
Ownership
5.91%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#5
of 295 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 96% Shared 2% None 2%

Common Shares in BBT Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

DIMENSIONAL FUND ADVISORS LP holds $28,246,623,670 across 288 Banks - Regional names. BBT ranks #62 (0.5% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in BBT

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $150,909,528 4,955,978
2026-03-31 $144,555,660 4,818,522
2025-12-31 $128,567,223 4,875,511
2025-09-30 $115,722,083 4,880,729
2025-06-30 $67,205,254 2,683,916
2025-03-31 $70,174,401 2,689,705
2024-12-31 $76,370,966 2,686,281
2024-09-30 $72,056,652 2,675,702
2024-06-30 $60,024,898 2,632,671
2024-03-31 $59,503,755 2,596,150
2023-12-31 $62,709,553 2,525,556
2023-09-30 $50,229,819 2,505,228
2023-06-30 $56,062,417 2,704,410
2023-03-31 $73,201,860 2,921,064
2022-12-31 $94,021,564 3,144,534
2022-09-30 $84,023,065 3,077,768
2022-06-30 $73,798,646 2,979,356
2022-03-31 $81,704,409 2,820,311
2021-12-31 $78,893,449 2,775,007
2021-09-30 $78,097,764 2,894,654
2021-06-30 $85,231,532 3,109,505
2021-03-31 $73,945,445 3,312,968
2020-12-31 $57,618,044 3,365,540
2020-09-30 $36,786,296 3,638,605
2020-06-30 $42,225,708 3,831,734
2020-03-31 $60,656,736 4,081,880