DIMENSIONAL FUND ADVISORS LP
Position in PFSI — PennyMac Financial Services, Inc.
CIK 354204
AUSTIN, TX
Position in PFSI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$185,572,732
+$18,090,649 QoQ
Shares Held
2,130,571
+11.2% QoQ
Ownership
4.10%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#4
of 230 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 92%
Shared 6%
None 2%
Common Shares in PFSI Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $364,343,304 across 7 Mortgage Finance names. PFSI ranks #1 (50.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PFSI |
PennyMac Financial Services, Inc.
This page
|
2,130,571 | $185,572,732 | |
| 2 | WD |
Walker & Dunlop, Inc.
|
1,458,560 | $79,783,230 | |
| 3 | RKT |
Rocket Companies, Inc.
|
3,911,414 | $61,604,768 | |
| 4 | ONIT |
Onity Group Inc.
|
482,648 | $19,185,257 | |
| 5 | VEL |
Velocity Financial, Inc.
|
656,725 | $12,123,141 | |
| 6 | UWMC |
UWM Holdings Corp
|
2,522,552 | $5,776,643 | |
| 7 | LDI |
loanDepot, Inc.
|
238,028 | $297,533 |
All Filings in PFSI
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $185,572,732 | 2,130,571 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $167,482,083 | 1,916,271 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $235,910,407 | 1,789,369 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $231,429,269 | 1,868,173 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $185,815,645 | 1,864,870 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $195,244,531 | 1,950,300 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $219,558,610 | 2,149,585 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $256,424,975 | 2,249,934 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $233,847,793 | 2,471,964 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $247,284,116 | 2,714,723 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $237,848,913 | 2,691,512 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $174,580,842 | 2,621,334 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $180,976,953 | 2,573,986 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $144,636,092 | 2,426,373 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $114,236,077 | 2,016,168 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $79,940,072 | 1,863,405 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $65,709,417 | 1,503,304 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $41,702,628 | 783,884 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $28,241,570 | 404,723 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $10,576,284 | 173,013 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $701,632 | 11,368 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $27,977,338 | 418,384 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $101,043,907 | 1,539,834 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $93,024,895 | 1,600,566 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $66,969,143 | 1,602,516 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $33,619,913 | 1,520,575 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||