DIMENSIONAL FUND ADVISORS LP
Position in BOTJ — Bank Of The James Financial Group Inc
CIK 354204
AUSTIN, TX
Position in BOTJ
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$948,781
+$259,547 QoQ
Shares Held
37,178
+11.1% QoQ
Ownership
0.818%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#9
of 45 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 82%
Shared 18%
None 0%
Common Shares in BOTJ Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $28,142,770,389 across 288 Banks - Regional names. BOTJ ranks #270 (0.0% 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 BOTJ
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $948,781 | 37,178 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $689,234 | 33,458 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $608,066 | 32,727 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $509,573 | 32,665 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $459,269 | 32,665 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $443,444 | 30,003 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $451,754 | 28,466 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $378,605 | 27,555 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $302,353 | 26,852 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $189,546 | 18,296 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $210,721 | 17,244 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $181,061 | 17,244 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $156,920 | 17,244 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $181,234 | 17,244 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $200,492 | 16,834 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $212,781 | 16,834 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $184,353 | 14,181 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $210,127 | 14,112 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $204,968 | 13,258 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $182,779 | 12,693 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $201,456 | 12,591 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $150,898 | 10,702 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $129,708 | 10,702 | Shares | Sole | 2021-03-08 | |
| 2020-09-30 | $104,344 | 10,702 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $101,133 | 10,702 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $93,641 | 10,702 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||