Position in EFSI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,599,524
+$756,682 QoQ
Shares Held
38,580
+60.1% QoQ
Ownership
0.713%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#14
of 79 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 80%
Shared 18%
None 2%
Common Shares in EFSI 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. EFSI ranks #262 (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 EFSI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,599,524 | 38,580 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $842,842 | 24,095 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $625,813 | 15,724 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $389,307 | 10,291 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||