Position in CAC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$46,740,079
+$7,339,974 QoQ
Shares Held
862,045
+3.8% QoQ
Ownership
5.10%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#4
of 189 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 94%
Shared 4%
None 2%
Common Shares in CAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $28,246,623,672 across 288 Banks - Regional names. CAC ranks #131 (0.2% 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 CAC
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $46,740,079 | 862,045 | Shares | Sole | 2026-08-11 | |
| 2026-06-30 | $46,740,079 | 862,045 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $39,400,105 | 830,350 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $35,664,649 | 822,145 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $32,217,903 | 834,877 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $33,988,183 | 837,560 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $34,034,863 | 840,990 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $36,712,760 | 858,979 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $34,839,245 | 843,157 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $27,605,193 | 836,521 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $27,153,577 | 810,071 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $29,187,594 | 775,647 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $21,661,697 | 767,601 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $23,703,846 | 765,381 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $28,273,109 | 781,241 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $32,469,754 | 778,838 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $33,372,923 | 783,402 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $34,401,461 | 780,964 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $35,818,702 | 761,452 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $36,229,034 | 752,264 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $36,498,937 | 761,982 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $36,350,947 | 761,117 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $36,594,952 | 764,625 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $28,217,109 | 788,628 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $23,916,071 | 791,137 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $28,128,270 | 814,368 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $25,402,510 | 807,711 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||