Position in PDLB
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$19,033,445
+$3,341,087 QoQ
Shares Held
954,536
+1.6% QoQ
Ownership
3.95%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#4
of 86 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 93%
Shared 5%
None 2%
Common Shares in PDLB 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. PDLB ranks #187 (0.1% 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 PDLB
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,033,445 | 954,536 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $15,692,358 | 939,100 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $14,935,167 | 913,466 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $13,289,902 | 904,075 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $12,441,217 | 898,932 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $10,921,907 | 862,029 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $10,798,775 | 830,675 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $9,183,580 | 785,593 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $6,541,898 | 715,744 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $5,796,496 | 651,292 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $5,706,366 | 584,669 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $4,068,463 | 520,264 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $3,572,431 | 411,097 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $2,482,936 | 316,298 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,937,998 | 207,940 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,820,621 | 198,758 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,813,645 | 196,282 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,557,415 | 150,040 | Shares | Defined | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||