Dimensional Fund Advisors LP Banks—Regional

Dimensional Fund Advisors LP

$391 Billion
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
CHCO City Holding CO	$1.73B	$59.9 Million 0.02% of portfolio	509,580	Q1 2025 Reduced 4.03%
BRKL Brookline Bancorp Inc	$787M	$58 Million 0.01% of portfolio	5,323,226	Q1 2025 Added 1.29%
BY Byline Bancorp, Inc.	$960M	$57.7 Million 0.01% of portfolio	2,203,949	Q1 2025 Added 3.51%
TBK Triumph Bancorp, Inc.	$1.57B	$57.5 Million 0.01% of portfolio	894,857	Q1 2025 Reduced 5.41%
OCFC Oceanfirst Financial Corp	$994M	$55.6 Million 0.01% of portfolio	3,270,086	Q1 2025 Added 1.28%
FBMS First Bancshares Inc	$812M	$55.5 Million 0.01% of portfolio	1,640,892	Q1 2025 Added 2.68%
UVSP Univest Financial Corp	$842M	$55.3 Million 0.01% of portfolio	1,951,007	Q1 2025 Reduced 1.14%
CNOB Connect One Bancorp, Inc.	$885M	$55.3 Million 0.01% of portfolio	2,274,115	Q1 2025 Reduced 0.88%
SHG Shinhan Financial Group CO LTD	$17.8B	$54.2 Million 0.01% of portfolio	1,567,393	Q1 2025 Reduced 0.13%
LYG Lloyds Banking Group PLC	$69.5B	$53.6 Million 0.01% of portfolio	14,040,936	Q1 2025 Reduced 14.41%
PFBC Preferred Bank	$1.19B	$53 Million 0.01% of portfolio	633,671	Q1 2025 Reduced 4.62%
MBIN Merchants Bancorp	$1.36B	$51.5 Million 0.01% of portfolio	1,391,748	Q1 2025 Added 9.84%
HFWA Heritage Financial Corp	$801M	$50.3 Million 0.01% of portfolio	2,068,765	Q1 2025 Added 0.02%
MBWM Mercantile Bank Corp	$689M	$46.7 Million 0.01% of portfolio	1,075,747	Q1 2025 Reduced 2.82%
BAP Credicorp LTD	$17.3B	$45.9 Million 0.01% of portfolio	246,497	Q1 2025 Added 1.29%
LKFN Lakeland Financial Corp	$1.55B	$45.4 Million 0.01% of portfolio	763,090	Q1 2025 Reduced 5.5%
WABC Westamerica Bancorporation	$1.31B	$44.8 Million 0.01% of portfolio	885,080	Q1 2025 Added 1.12%
GABC German American Bancorp, Inc.	$1.12B	$43.4 Million 0.01% of portfolio	1,158,492	Q1 2025 Added 1.55%
OBNK Origin Bancorp, Inc.	$989M	$39.9 Million 0.01% of portfolio	1,235,989	Q1 2025 Added 7.47%
SBSI Southside Bancshares Inc	$893M	$39.8 Million 0.01% of portfolio	1,374,134	Q1 2025 Added 4.11%
GSBC Great Southern Bancorp, Inc.	$683M	$39.7 Million 0.01% of portfolio	716,167	Q1 2025 Reduced 2.08%
HAFC Hanmi Financial Corp	$693M	$39.5 Million 0.01% of portfolio	1,743,117	Q1 2025 Reduced 1.86%
LOB Live Oak Bancshares, Inc.	$1.26B	$38.1 Million 0.01% of portfolio	1,427,345	Q1 2025 Added 0.64%
HBNC Horizon Bancorp Inc	$632M	$37.5 Million 0.01% of portfolio	2,484,165	Q1 2025 Added 0.81%
TMP Tompkins Financial Corp	$874M	$37.3 Million 0.01% of portfolio	591,511	Q1 2025 Reduced 1.02%
TRST Trustco Bank Corp N Y	$595M	$36.8 Million 0.01% of portfolio	1,206,961	Q1 2025 Reduced 1.99%
THFF First Financial Corp	$608M	$35.8 Million 0.01% of portfolio	730,178	Q1 2025 Reduced 1.47%
CPF Central Pacific Financial Corp	$716M	$35.4 Million 0.01% of portfolio	1,310,433	Q1 2025 Reduced 0.43%
FCBC First Community Bankshares Inc	$612M	$35.1 Million 0.01% of portfolio	931,962	Q1 2025 Reduced 1.67%
OSBC Old Second Bancorp Inc	$728M	$34.8 Million 0.01% of portfolio	2,092,430	Q1 2025 Added 3.61%
EGBN Eagle Bancorp Inc	$567M	$34.1 Million 0.01% of portfolio	1,622,685	Q1 2025 Added 3.23%
CAC Camden National Corp	$562M	$34 Million 0.01% of portfolio	840,990	Q1 2025 Reduced 2.09%
CFFN Capitol Federal Financial, Inc.	$790M	$33.6 Million 0.01% of portfolio	6,001,281	Q1 2025 Added 4.89%
FMBH First Mid Bancshares, Inc.	$723M	$33.1 Million 0.01% of portfolio	947,557	Q1 2025 Added 6.33%
TFSL Tfs Financial Corp	$3.73B	$32.5 Million 0.01% of portfolio	2,622,831	Q1 2025 Added 2.47%
HTBK Heritage Commerce Corp	$561M	$32.5 Million 0.01% of portfolio	3,410,761	Q1 2025 Added 0.53%
CCBG Capital City Bank Group Inc	$626M	$31.8 Million 0.01% of portfolio	883,074	Q1 2025 Added 0.08%
NBN Northeast Bk Lewiston Me Com	$632M	$31.6 Million 0.01% of portfolio	345,659	Q1 2025 Reduced 10.44%
CCB Coastal Financial Corp	$1.11B	$31.4 Million 0.01% of portfolio	347,818	Q1 2025 Reduced 4.26%
PGC Peapack Gladstone Financial Corp	$497M	$31.1 Million 0.01% of portfolio	1,096,689	Q1 2025 Reduced 1.85%
WASH Washington Trust Bancorp Inc	$464M	$30.3 Million 0.01% of portfolio	983,001	Q1 2025 Added 5.47%
NRIM Northrim Bancorp Inc	$502M	$30 Million 0.01% of portfolio	409,859	Q1 2025 Reduced 8.99%
CLBK Columbia Financial, Inc.	$1.56B	$29.4 Million 0.01% of portfolio	1,962,220	Q1 2025 Added 3.41%
NFBK Northfield Bancorp, Inc.	$566M	$29.2 Million 0.01% of portfolio	2,678,064	Q1 2025 Reduced 3.23%
IBCP Independent Bank Corp	$672M	$28 Million 0.01% of portfolio	910,762	Q1 2025 Reduced 3.72%
HONE Harbor One Bancorp, Inc.	$549M	$26.9 Million 0.01% of portfolio	2,597,176	Q1 2025 Added 0.17%
BSRR Sierra Bancorp	$410M	$26.8 Million 0.01% of portfolio	959,549	Q1 2025 Reduced 1.38%
FISI Financial Institutions Inc	$386M	$26.5 Million 0.01% of portfolio	1,060,813	Q1 2025 Added 9.18%
BHB Bar Harbor Bankshares	$436M	$25.9 Million 0.01% of portfolio	876,866	Q1 2025 Reduced 0.32%
EQBK Equity Bancshares Inc	$559M	$25.7 Million 0.01% of portfolio	737,225	Q1 2025 Reduced 4.13%

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