Position in SRCE
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$119,670,271
+$18,204,261 QoQ
Shares Held
1,466,907
+0.1% QoQ
Ownership
6.09%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#3
of 205 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 94%
Shared 4%
None 2%
Common Shares in SRCE 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. SRCE ranks #75 (0.4% 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 SRCE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $119,670,271 | 1,466,907 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $101,466,010 | 1,466,060 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $91,486,982 | 1,464,026 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $90,706,257 | 1,473,461 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $91,782,286 | 1,478,690 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $90,854,139 | 1,519,046 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $89,424,497 | 1,531,766 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $91,635,140 | 1,530,313 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $85,173,276 | 1,588,461 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $82,666,129 | 1,576,996 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $86,774,125 | 1,579,147 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $66,975,962 | 1,591,256 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $66,984,934 | 1,597,542 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $69,641,421 | 1,613,938 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $87,822,590 | 1,654,221 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $76,792,945 | 1,658,595 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $75,854,680 | 1,670,808 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $77,576,327 | 1,677,326 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $83,056,340 | 1,674,523 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $80,594,935 | 1,706,074 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $80,032,971 | 1,722,621 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $84,189,669 | 1,769,434 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $74,287,690 | 1,843,367 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $58,424,868 | 1,894,451 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $68,411,800 | 1,922,760 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $62,926,815 | 1,940,389 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||