DIMENSIONAL FUND ADVISORS LP
Position in CZWI — Citizens Community Bancorp Inc.
CIK 354204
AUSTIN, TX
Position in CZWI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$8,800,767
+$1,935,297 QoQ
Shares Held
376,262
+8.5% QoQ
Ownership
3.90%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#4
of 93 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 94%
Shared 5%
None 1%
Common Shares in CZWI Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $28,246,623,670 across 288 Banks - Regional names. CZWI ranks #220 (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 CZWI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,800,767 | 376,262 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $6,865,470 | 346,741 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $5,991,545 | 336,226 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $5,289,727 | 329,168 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $4,454,363 | 322,780 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $4,387,854 | 305,136 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $4,899,965 | 300,796 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $4,058,697 | 286,429 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $3,247,674 | 280,698 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $3,374,200 | 277,712 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $2,987,922 | 255,160 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $2,433,014 | 253,439 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $2,233,490 | 252,372 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $2,738,280 | 258,085 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $3,099,504 | 257,648 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $3,111,673 | 255,684 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $3,452,050 | 249,606 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $3,675,583 | 243,255 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $3,260,722 | 236,799 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $3,225,846 | 234,607 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $3,131,639 | 228,921 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $2,662,342 | 214,532 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $2,277,175 | 209,107 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $1,440,747 | 209,107 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $1,434,474 | 209,107 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $1,345,915 | 208,669 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||