Dimensional Fund Advisors LP Banks—Regional

Dimensional Fund Advisors LP

$418 Billion
Q2 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
BY Byline Bancorp, Inc.	$965M	$61.4 Million 0.01% of portfolio	2,297,832	Q2 2025 Added 4.26%
CHCO City Holding CO	$1.8B	$60.3 Million 0.01% of portfolio	492,834	Q2 2025 Reduced 3.29%
LYG Lloyds Banking Group PLC	$75.6B	$59.2 Million 0.01% of portfolio	13,936,369	Q2 2025 Reduced 0.74%
UVSP Univest Financial Corp	$828M	$57.4 Million 0.01% of portfolio	1,910,039	Q2 2025 Reduced 2.1%
OCFC Oceanfirst Financial Corp	$1.11B	$57 Million 0.01% of portfolio	3,237,537	Q2 2025 Reduced 1.0%
TBK Triumph Bancorp, Inc.	$1.57B	$56.1 Million 0.01% of portfolio	873,903	Q2 2025 Reduced 2.34%
BRKL Brookline Bancorp Inc	$1.82B	$55.8 Million 0.01% of portfolio	5,293,606	Q2 2025 Reduced 0.56%
BAP Credicorp LTD	$20.2B	$55.4 Million 0.01% of portfolio	247,900	Q2 2025 Added 0.57%
SHG Shinhan Financial Group CO LTD	$17.8B	$53.3 Million 0.01% of portfolio	1,540,564	Q2 2025 Reduced 1.71%
PFBC Preferred Bank	$1.21B	$52.6 Million 0.01% of portfolio	608,249	Q2 2025 Reduced 4.01%
MBIN Merchants Bancorp	$1.35B	$50.9 Million 0.01% of portfolio	1,540,306	Q2 2025 Added 10.67%
MBWM Mercantile Bank Corp	$722M	$49.3 Million 0.01% of portfolio	1,062,762	Q2 2025 Reduced 1.21%
BANC Banc Of California, Inc.	$995M	$48.8 Million 0.01% of portfolio	3,476,488	Q2 2025 Added 400.22%
HFWA Heritage Financial Corp	$776M	$48.6 Million 0.01% of portfolio	2,037,959	Q2 2025 Reduced 1.49%
LOB Live Oak Bancshares, Inc.	$1.5B	$45.9 Million 0.01% of portfolio	1,540,164	Q2 2025 Added 7.9%
GABC German American Bancorp, Inc.	$1.11B	$45.3 Million 0.01% of portfolio	1,176,801	Q2 2025 Added 1.58%
LKFN Lakeland Financial Corp	$1.54B	$45 Million 0.01% of portfolio	731,742	Q2 2025 Reduced 4.11%
WABC Westamerica Bancorporation	$1.26B	$43 Million 0.01% of portfolio	887,721	Q2 2025 Added 0.3%
OBNK Origin Bancorp, Inc.	$989M	$42.9 Million 0.01% of portfolio	1,328,313	Q2 2025 Added 7.47%
HAFC Hanmi Financial Corp	$700M	$42.5 Million 0.01% of portfolio	1,721,788	Q2 2025 Reduced 1.22%
GSBC Great Southern Bancorp, Inc.	$682M	$41.2 Million 0.01% of portfolio	701,296	Q2 2025 Reduced 2.08%
SBSI Southside Bancshares Inc	$893M	$40.5 Million 0.01% of portfolio	1,377,286	Q2 2025 Added 0.23%
TRST Trustco Bank Corp N Y	$660M	$39.7 Million 0.01% of portfolio	1,187,987	Q2 2025 Reduced 1.57%
CFFN Capitol Federal Financial, Inc.	$880M	$39.4 Million 0.01% of portfolio	6,466,627	Q2 2025 Added 7.75%
THFF First Financial Corp	$645M	$39.1 Million 0.01% of portfolio	722,428	Q2 2025 Reduced 1.06%
HBNC Horizon Bancorp Inc	$659M	$38.3 Million 0.01% of portfolio	2,492,639	Q2 2025 Added 0.34%
TMP Tompkins Financial Corp	$899M	$37.6 Million 0.01% of portfolio	600,158	Q2 2025 Added 1.46%
OSBC Old Second Bancorp Inc	$745M	$37.6 Million 0.01% of portfolio	2,118,468	Q2 2025 Added 1.24%
FMBH First Mid Bancshares, Inc.	$716M	$37.3 Million 0.01% of portfolio	994,165	Q2 2025 Added 4.92%
CPF Central Pacific Financial Corp	$751M	$36.6 Million 0.01% of portfolio	1,306,134	Q2 2025 Reduced 0.33%
TFSL Tfs Financial Corp	$3.71B	$36.5 Million 0.01% of portfolio	2,819,794	Q2 2025 Added 7.51%
FCBC First Community Bankshares Inc	$542M	$36 Million 0.01% of portfolio	920,173	Q2 2025 Reduced 1.26%
NRIM Northrim Bancorp Inc	$116M	$36 Million 0.01% of portfolio	386,213	Q2 2025 Reduced 5.77%
CCB Coastal Financial Corp	$1.37B	$34.8 Million 0.01% of portfolio	359,160	Q2 2025 Added 3.26%
CCBG Capital City Bank Group Inc	$703M	$34.8 Million 0.01% of portfolio	883,374	Q2 2025 Added 0.03%
HTBK Heritage Commerce Corp	$572M	$34 Million 0.01% of portfolio	3,423,604	Q2 2025 Added 0.38%
CAC Camden National Corp	$516M	$34 Million 0.01% of portfolio	837,560	Q2 2025 Reduced 0.41%
EGBN Eagle Bancorp Inc	$626M	$31.8 Million 0.01% of portfolio	1,633,976	Q2 2025 Added 0.7%
PGC Peapack Gladstone Financial Corp	$523M	$30.5 Million 0.01% of portfolio	1,078,477	Q2 2025 Reduced 1.66%
NFBK Northfield Bancorp, Inc.	$511M	$30.2 Million 0.01% of portfolio	2,633,230	Q2 2025 Reduced 1.67%
NBN Northeast Bk Lewiston Me Com	$677M	$29.9 Million 0.01% of portfolio	335,865	Q2 2025 Reduced 2.83%
CLBK Columbia Financial, Inc.	$1.56B	$29.7 Million 0.01% of portfolio	2,044,379	Q2 2025 Added 4.19%
HONE Harbor One Bancorp, Inc.	$633M	$29.5 Million 0.01% of portfolio	2,522,587	Q2 2025 Reduced 2.87%
IBCP Independent Bank Corp	$678M	$28.8 Million 0.01% of portfolio	889,088	Q2 2025 Reduced 2.38%
BSRR Sierra Bancorp	$433M	$28.3 Million 0.01% of portfolio	951,605	Q2 2025 Reduced 0.83%
SMBK Smartfinancial Inc.	$595M	$27.7 Million 0.01% of portfolio	820,799	Q2 2025 Added 4.36%
WASH Washington Trust Bancorp Inc	$437M	$26.6 Million 0.01% of portfolio	941,930	Q2 2025 Reduced 4.18%
HTBI Home Trust Bancshares, Inc.	$532M	$26.6 Million 0.01% of portfolio	781,873	Q2 2025 Added 3.85%
MCB Metropolitan Bank Holding Corp.	$788M	$26.6 Million 0.01% of portfolio	379,944	Q2 2025 Added 12.43%
BCH Bank Of Chile	$16.7B	$26.5 Million 0.01% of portfolio	871,767	Q2 2025 Added 1.47%

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