Position in BUSE
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$152,754,361
+$24,705,967 QoQ
Shares Held
5,178,114
+2.2% QoQ
Ownership
6.27%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2
of 257 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 95%
Shared 4%
None 1%
Common Shares in BUSE 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. BUSE ranks #61 (0.5% 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 BUSE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $152,754,361 | 5,178,114 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $128,048,394 | 5,067,210 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $115,925,502 | 4,872,867 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $115,689,645 | 4,997,393 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $115,643,575 | 5,052,144 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $110,086,666 | 5,096,605 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $82,503,082 | 3,500,343 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $88,193,434 | 3,389,448 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $80,500,257 | 3,325,083 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $80,343,496 | 3,340,686 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $81,370,977 | 3,278,444 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $61,950,286 | 3,223,220 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $64,796,509 | 3,223,707 | Shares | Defined | 2023-08-09 | |
| 2023-03-31 | $65,161,607 | 3,203,619 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $76,050,384 | 3,076,472 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $65,214,218 | 2,966,980 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $65,108,719 | 2,849,397 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $68,018,008 | 2,684,215 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $69,949,531 | 2,579,260 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $63,750,715 | 2,588,336 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $66,649,691 | 2,702,745 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $69,429,060 | 2,706,786 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $58,963,192 | 2,736,111 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $43,724,703 | 2,751,712 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $50,657,372 | 2,716,213 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $44,254,330 | 2,586,460 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||