Position in WTBA
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$17,206,852
+$1,697,581 QoQ
Shares Held
648,581
-0.5% QoQ
Ownership
3.81%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#3
of 113 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 90%
Shared 6%
None 3%
Common Shares in WTBA Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $28,142,770,389 across 288 Banks - Regional names. WTBA ranks #195 (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 WTBA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,206,852 | 648,581 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $15,509,271 | 651,924 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $14,505,336 | 653,688 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $13,320,978 | 655,560 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $13,127,227 | 668,733 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $13,508,989 | 677,482 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $14,691,407 | 678,587 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $12,924,973 | 679,904 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $12,059,282 | 673,703 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $12,077,720 | 677,382 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $14,602,262 | 688,786 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $11,229,270 | 688,490 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $12,950,512 | 703,450 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $12,877,315 | 704,834 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $17,970,284 | 703,338 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $14,633,924 | 703,216 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $16,964,175 | 696,967 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $18,725,377 | 688,180 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $21,475,490 | 691,197 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $21,086,255 | 702,173 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $19,612,534 | 706,758 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $17,244,826 | 715,850 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $14,224,543 | 737,023 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $11,980,061 | 756,317 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $13,201,504 | 754,803 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $12,511,052 | 765,202 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||