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
GCBC Greene County Bancorp Inc	$197M	$1.76 Million 0.0% of portfolio	79,375	Q2 2025 Added 4.68%
OBT Orange County Bancorp, Inc.	$136M	$1.74 Million 0.0% of portfolio	67,464	Q2 2025 Added 48.55%
FINW Finwise Bancorp	$228M	$1.67 Million 0.0% of portfolio	111,496	Q2 2025 Added 4.08%
VABK Virginia National Bankshares Corp	$209M	$1.64 Million 0.0% of portfolio	44,284	Q2 2025 Added 12.06%
CZFS Citizens Financial Services Inc	$214M	$1.35 Million 0.0% of portfolio	22,923	Q2 2025 Added 32.5%
AFBI Affinity Bancshares, Inc.	$125M	$1.12 Million 0.0% of portfolio	60,673	Q2 2025 Added 3.97%
UNB Union Bankshares Inc	$113M	$1.05 Million 0.0% of portfolio	39,283	Q2 2025 Added 4.79%
AUBN Auburn National Bancorporation, Inc	$90.6M	$1.04 Million 0.0% of portfolio	41,401	Q2 2025 Added 3.81%
CBFV Cb Financial Services, Inc.	$161M	$1 Million 0.0% of portfolio	35,088	Q2 2025 Added 63.19%
FCAP First Capital Inc	$139M	$992,000 0.0% of portfolio	24,035	Q2 2025 Added 19.86%
SSBI Summit State Bank Com Stk	$80M	$864,000 0.0% of portfolio	79,749	Q2 2025 Added 4.59%
FNWD Finward Bancorp	$149M	$758,000 0.0% of portfolio	21,819	Q2 2025 Added 16.98%
HNVR Hanover Bancorp, Inc.	$152M	$699,000 0.0% of portfolio	30,555	Q2 2025 Added 190.72%
FDBC Fidelity D & D Bancorp Inc	$237M	$676,000 0.0% of portfolio	14,698	Q1 2025 Added 1.72%
UBCP United Bancorp Inc	$78.4M	$653,000 0.0% of portfolio	45,077	Q2 2025 Added 3.75%
BSBR Banco Santander (Brasil) S.A.	$40.5B	$615,000 0.0% of portfolio	112,963	Q2 2025 Added 56.13%
VBNK Versa Bank	$339M	$580,000 0.0% of portfolio	50,912	Q2 2025 Added 5.94%
LSBK Lake Shore Bancorp, Inc.	$72.8M	$524,000 0.0% of portfolio	33,190	Q2 2025 Added 2.12%
BOTJ Bank Of The James Financial Group Inc	$71.3M	$459,000 0.0% of portfolio	32,665	Q2 2025 Added 8.87%
FUSB First Us Bancshares, Inc.	$70.6M	$418,000 0.0% of portfolio	32,479	Q1 2025 Added 2.26%
IROQ If Bancorp, Inc.	$84.5M	$392,000 0.0% of portfolio	16,115	Q2 2025 Added 6.21%
RBKB Rhinebeck Bancorp, Inc.	$118M	$346,000 0.0% of portfolio	29,539	Q2 2025 Added 10.82%
PBHC Pathfinder Bancorp, Inc.	$69.9M	$342,000 0.0% of portfolio	22,308	Q2 2025 Added 6.72%
OPHC Optimum Bank Holdings, Inc.	$24M	$319,000 0.0% of portfolio	71,487	Q2 2025 Added 3.34%
LNKB Linkbancorp, Inc.	$104M	$245,000 0.0% of portfolio	33,517	Q2 2025 New
KFFB Kentucky First Federal Bancorp	$29.8M	$234,000 0.0% of portfolio	80,740	Q2 2025 Added 6.09%
HFBL Home Federal Bancorp, Inc. Of Louisiana	$43.7M	$197,000 0.0% of portfolio	14,511	Q2 2025 Added 1.45%
FGBI First Guaranty Bancshares, Inc.	$89.9M	$122,000 0.0% of portfolio	14,924	Q2 2025 Reduced 0.03%
CARV Carver Bancorp Inc	$11.4M	$30,000 0.0% of portfolio	17,408	Q3 2024 Added 27.99%

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