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DIMENSIONAL FUND ADVISORS LP

Position in CASS — Cass Information Systems Inc

CIK 354204 AUSTIN, TX

Position in CASS

as of Mar 31, 2026 · filed May 7, 2026
Position Value
$15,260,675
+$551,968 QoQ
Shares Held
346,676
-2.1% QoQ
Ownership
2.69%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority Sole 86% Shared 10% None 4%

Common Shares in CASS Over Time

Shares Held

Position Value (USD)

Position in Specialty Business Services

Industrials · as of Mar 31, 2026

DIMENSIONAL FUND ADVISORS LP holds $2,215,203,805 across 30 Specialty Business Services names. CASS ranks #21 (0.7% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in CASS

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25 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $15,260,675 346,676
2025-12-31 $14,708,707 354,256
2025-09-30 $14,903,315 378,930
2025-06-30 $16,902,569 389,012
2025-03-31 $17,549,724 405,774
2024-12-31 $17,204,248 420,539
2024-09-30 $17,573,829 423,670
2024-06-30 $16,871,711 421,056
2024-03-31 $20,736,846 430,493
2023-12-31 $21,169,173 469,904
2023-09-30 $17,661,750 474,141
2023-06-30 $19,727,035 508,691
2023-03-31 $24,094,087 556,317
2022-12-31 $25,377,266 553,847
2022-09-30 $19,116,164 551,057
2022-06-30 $18,194,370 538,295
2022-03-31 $19,722,969 534,353
2021-12-31 $20,794,460 528,852
2021-09-30 $22,497,513 537,575
2021-06-30 $21,964,698 539,011
2021-03-31 $25,302,194 546,838
2020-12-31 $21,696,332 557,603
2020-09-30 $22,516,694 559,560
2020-06-30 $21,328,138 546,455
2020-03-31 $19,006,898 540,583