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DIMENSIONAL FUND ADVISORS LP

Position in CCB — Coastal Financial Corp

CIK 354204 AUSTIN, TX

Position in CCB

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$28,855,419
+$1,492,068 QoQ
Shares Held
372,280
+3.5% QoQ
Ownership
2.44%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#10
of 193 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 88% Shared 8% None 4%

Common Shares in CCB Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

DIMENSIONAL FUND ADVISORS LP holds $28,142,770,389 across 288 Banks - Regional names. CCB ranks #164 (0.1% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in CCB

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $28,855,419 372,280
2026-03-31 $27,363,351 359,571
2025-12-31 $38,289,902 334,147
2025-09-30 $37,681,341 348,353
2025-06-30 $34,791,828 359,160
2025-03-31 $31,446,223 347,818
2024-12-31 $30,848,564 363,309
2024-09-30 $20,032,771 371,046
2024-06-30 $16,603,985 359,861
2024-03-31 $13,190,299 339,344
2023-12-31 $14,039,109 316,125
2023-09-30 $12,653,900 294,894
2023-06-30 $9,814,562 260,679
2023-03-31 $7,891,086 219,136
2022-12-31 $8,128,436 171,053
2022-09-30 $6,394,124 160,899
2022-06-30 $5,188,053 136,098
2022-03-31 $4,506,466 98,502
2021-12-31 $4,081,996 80,640
2021-09-30 $2,204,648 69,198
2021-06-30 $1,719,340 60,201
2021-03-31 $1,397,185 53,287
2020-12-31 $900,858 42,898
2020-09-30 $481,853 39,335
2020-06-30 $559,528 38,535
2020-03-31 $369,205 35,129