DIMENSIONAL FUND ADVISORS LP
Position in SNFCA — Security National Financial Corp
CIK 354204
AUSTIN, TX
Position in SNFCA
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$8,191,532
+$668,628 QoQ
Shares Held
887,625
+6.5% QoQ
Ownership
3.24%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#3
of 77 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 94%
Shared 6%
None 0%
Common Shares in SNFCA Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $4,399,325,666 across 18 Insurance - Life names. SNFCA ranks #15 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MET |
Metlife Inc
|
7,190,673 | $608,402,839 | |
| 2 | AFL |
Aflac Inc
|
4,586,923 | $537,816,720 | |
| 3 | GL |
Globe Life Inc.
|
2,393,372 | $427,647,705 | |
| 4 | PRU |
Prudential Financial Inc
|
3,909,820 | $421,986,871 | |
| 5 | JXN |
Jackson Financial Inc.
|
4,117,157 | $421,555,704 | |
| 6 | UNM |
Unum Group
|
4,137,367 | $369,880,609 | |
| 7 | MFC |
Manulife Financial Corp
|
8,317,286 | $336,933,254 | |
| 8 | LNC |
Lincoln National Corp
|
8,571,956 | $303,018,642 |
All Filings in SNFCA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,191,532 | 845,357 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $7,522,904 | 793,553 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $6,919,229 | 767,946 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $6,639,702 | 765,829 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $7,208,480 | 731,829 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $8,366,141 | 691,414 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $8,100,775 | 673,379 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $5,840,702 | 634,857 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $4,400,986 | 550,809 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $3,949,250 | 499,270 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $4,327,995 | 480,891 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $3,532,341 | 450,553 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $3,439,887 | 387,810 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $2,263,309 | 363,295 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,503,746 | 342,981 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $2,181,366 | 343,520 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $2,877,165 | 340,089 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $3,194,265 | 319,425 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $2,905,564 | 315,824 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $2,547,950 | 309,594 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $2,552,144 | 291,673 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $2,522,316 | 269,767 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $2,012,408 | 241,007 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $1,511,097 | 236,108 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $1,552,055 | 229,932 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $981,797 | 229,932 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||