DIMENSIONAL FUND ADVISORS LP

Position in BHRB — Burke & Herbert Financial Services Corp.

CIK 354204 AUSTIN, TX

Position in BHRB

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$32,499,186

+$9,579,707 QoQ

Shares Held

452,257

+22.9% QoQ

Ownership

2.24%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

of 207 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 93% Shared 5% None 2%

Financial Services · as of Jun 30, 2026

DIMENSIONAL FUND ADVISORS LP holds $28,246,623,670 across 288 Banks - Regional names. BHRB ranks #154 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	USB	US Bancorp \De\	10,454,788	$631,469,193
2	FITB	Fifth Third Bancorp	10,639,875	$599,769,751
3	ZION	Zions Bancorporation, National Association /Ut/	7,644,441	$528,918,870
4	PNC	Pnc Financial Services Group, Inc.	2,105,788	$518,487,119
5	PNFP	Pinnacle Financial Partners, Inc.	5,101,558	$514,645,169
6	BPOP	Popular, Inc.	3,126,242	$513,266,409
7	SSB	SouthState Bank Corp	5,104,685	$509,958,028
8	ONB	Old National Bancorp /In/	18,221,545	$471,938,014

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$32,499,186	452,257	+22.9%	Shares	Sole	2026-08-11
2026-03-31	$22,919,479	367,948	+15.7%	Shares	Sole	2026-05-07
2025-12-31	$19,814,017	317,991	+12.8%	Shares	Sole	2026-02-12
2025-09-30	$17,394,357	281,964	-0.4%	Shares	Sole	2025-11-12
2025-06-30	$16,917,804	283,238	-8.5%	Shares	Sole	2025-08-12
2025-03-31	$17,365,875	309,497	-9.2%	Shares	Sole	2025-05-13
2024-12-31	$21,245,862	340,697	-4.2%	Shares	Sole	2025-02-13
2024-09-30	$21,699,142	355,782	0.0%	Shares	Sole	2024-11-07
2024-06-30	$18,137,764	355,782	—	Shares	Sole	2024-08-09
No filing history on record for this holder in this stock.