DIMENSIONAL FUND ADVISORS LP
Position in SMFG — Sumitomo Mitsui Financial Group, Inc.
CIK 354204
AUSTIN, TX
Position in SMFG
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$61,042,134
+$5,510,679 QoQ
Shares Held
3,090,741
+7.6% QoQ
Ownership
0.049%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 97%
Shared 3%
None 0%
Common Shares in SMFG Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026DIMENSIONAL FUND ADVISORS LP holds $13,911,041,836 across 18 Banks - Diversified names. SMFG ranks #16 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
18,968,884 | $5,579,886,915 | |
| 2 | BAC |
Bank Of America Corp /De/
|
31,135,112 | $1,517,836,709 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
18,474,225 | $1,470,733,050 | |
| 4 | C |
Citigroup Inc
|
7,923,659 | $898,622,163 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
9,972,221 | $822,608,508 | |
| 6 | TD |
Toronto Dominion Bank
|
7,565,982 | $705,981,778 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
5,324,030 | $631,589,676 | |
| 8 | BMO |
Bank Of Montreal /Can/
|
3,688,644 | $499,221,077 |
All Filings in SMFG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $61,042,134 | 3,090,741 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $55,531,455 | 2,872,812 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $48,312,192 | 2,886,033 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $43,471,636 | 2,877,011 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $44,616,183 | 2,885,911 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $42,014,826 | 2,899,574 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $36,194,939 | 2,865,791 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $39,310,140 | 2,931,405 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $34,742,014 | 2,951,743 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $27,099,972 | 2,799,584 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $23,188,584 | 2,354,171 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $19,780,902 | 2,300,105 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $18,440,624 | 2,305,078 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $18,436,663 | 2,298,836 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $9,289,065 | 1,688,921 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $8,391,097 | 1,422,220 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $6,604,485 | 1,053,347 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $4,294,131 | 632,420 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $3,059,787 | 436,489 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $2,945,399 | 427,489 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $3,115,020 | 429,658 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $2,650,989 | 429,658 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $2,208,340 | 395,052 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $2,203,129 | 392,016 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $1,604,827 | 335,037 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||