Position in UNTY
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$26,531,987
+$3,289,604 QoQ
Shares Held
452,070
+0.8% QoQ
Ownership
4.50%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2
of 124 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 93%
Shared 5%
None 2%
Common Shares in UNTY 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. UNTY ranks #171 (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 UNTY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,531,987 | 452,070 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $23,242,383 | 448,435 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $23,364,042 | 451,741 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $22,320,393 | 456,730 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $22,170,300 | 470,907 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $19,293,670 | 474,046 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $21,304,269 | 488,518 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $16,655,065 | 488,992 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $14,160,390 | 478,877 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $13,066,611 | 473,428 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $13,756,567 | 464,906 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $10,565,242 | 450,928 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $10,408,968 | 441,245 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $9,775,999 | 428,584 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $11,199,203 | 409,777 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $10,068,079 | 400,959 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $10,303,472 | 389,104 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $10,450,613 | 373,503 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $9,714,101 | 370,061 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $8,855,074 | 378,422 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $8,183,879 | 371,151 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $8,035,808 | 365,264 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $6,287,533 | 358,264 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $4,201,582 | 362,831 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $5,176,385 | 361,985 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $4,132,416 | 353,198 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||