Position in BKU
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$227,258,793
+$16,865,400 QoQ
Shares Held
4,690,584
+0.7% QoQ
Ownership
6.58%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#3
of 336 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 94%
Shared 4%
None 2%
Common Shares in BKU Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $28,246,623,670 across 288 Banks - Regional names. BKU ranks #44 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 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 |
All Filings in BKU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $227,258,793 | 4,690,584 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $210,393,393 | 4,658,844 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $206,472,840 | 4,632,552 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $175,400,720 | 4,596,455 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $161,739,785 | 4,544,529 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $156,691,183 | 4,549,686 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $175,006,127 | 4,584,913 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $170,541,420 | 4,680,061 | Shares | Defined | 2024-11-07 | |
| 2024-06-30 | $134,146,134 | 4,583,059 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $119,481,236 | 4,267,187 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $116,636,989 | 3,596,577 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $75,938,217 | 3,345,296 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $79,667,762 | 3,696,880 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $107,396,416 | 4,756,263 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $161,520,553 | 4,754,800 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $154,682,427 | 4,526,849 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $150,598,325 | 4,233,858 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $170,892,170 | 3,887,447 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $156,958,633 | 3,709,729 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $159,606,113 | 3,816,502 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $163,288,225 | 3,824,976 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $184,214,623 | 4,191,459 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $149,434,808 | 4,296,573 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $94,670,568 | 4,320,884 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $86,177,621 | 4,255,685 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $77,469,705 | 4,142,765 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||