Dimensional Fund Advisors LP Banks—Regional

Dimensional Fund Advisors LP

$449 Billion
Q3 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
SYBT Stock Yards Bancorp, Inc.	$1.95B	$63.7 Million 0.01% of portfolio	909,960	Q3 2025 Reduced 0.64%
LYG Lloyds Banking Group PLC	$81.3B	$61.1 Million 0.01% of portfolio	13,447,663	Q3 2025 Reduced 3.51%
CHCO City Holding CO	$1.79B	$58.8 Million 0.01% of portfolio	474,866	Q3 2025 Reduced 3.65%
UVSP Univest Financial Corp	$899M	$57 Million 0.01% of portfolio	1,897,470	Q3 2025 Reduced 0.66%
OCFC Oceanfirst Financial Corp	$1.06B	$56.8 Million 0.01% of portfolio	3,234,075	Q3 2025 Reduced 0.11%
TBK Triumph Bancorp, Inc.	$1.57B	$54.9 Million 0.01% of portfolio	854,376	Q3 2025 Reduced 2.23%
LOB Live Oak Bancshares, Inc.	$1.37B	$54.4 Million 0.01% of portfolio	1,545,210	Q3 2025 Added 0.33%
PFBC Preferred Bank	$1.31B	$54.3 Million 0.01% of portfolio	601,046	Q3 2025 Reduced 1.18%
SHG Shinhan Financial Group CO LTD	$17.8B	$53.1 Million 0.01% of portfolio	1,535,624	Q3 2025 Reduced 0.32%

MBIN Merchants Bancorp	$1.38B	$50.9 Million 0.01% of portfolio	1,601,928	Q3 2025 Added 4.0%
HFWA Heritage Financial Corp	$780M	$49.1 Million 0.01% of portfolio	2,028,293	Q3 2025 Reduced 0.47%
MBWM Mercantile Bank Corp	$722M	$47.2 Million 0.01% of portfolio	1,048,346	Q3 2025 Reduced 1.36%
LKFN Lakeland Financial Corp	$1.48B	$46.6 Million 0.01% of portfolio	726,200	Q3 2025 Reduced 0.76%
GABC German American Bancorp, Inc.	$1.16B	$46.4 Million 0.01% of portfolio	1,181,189	Q3 2025 Added 0.37%
WABC Westamerica Bancorporation	$1.29B	$44.7 Million 0.01% of portfolio	894,194	Q3 2025 Added 0.73%
OBNK Origin Bancorp, Inc.	$989M	$43.9 Million 0.01% of portfolio	1,359,580	Q3 2025 Added 2.35%
TRST Trustco Bank Corp N Y	$764M	$42.7 Million 0.01% of portfolio	1,175,351	Q3 2025 Reduced 1.06%
GSBC Great Southern Bancorp, Inc.	$716M	$42.6 Million 0.01% of portfolio	695,604	Q3 2025 Reduced 0.81%

HAFC Hanmi Financial Corp	$824M	$42.4 Million 0.01% of portfolio	1,716,331	Q3 2025 Reduced 0.32%
CFFN Capitol Federal Financial, Inc.	$879M	$42.2 Million 0.01% of portfolio	6,647,265	Q3 2025 Added 2.79%
HBNC Horizon Bancorp Inc	$703M	$41.1 Million 0.01% of portfolio	2,568,101	Q3 2025 Added 3.03%
THFF First Financial Corp	$682M	$40.6 Million 0.01% of portfolio	718,649	Q3 2025 Reduced 0.52%
TMP Tompkins Financial Corp	$973M	$39.7 Million 0.01% of portfolio	599,473	Q3 2025 Reduced 0.11%
CPF Central Pacific Financial Corp	$804M	$39.1 Million 0.01% of portfolio	1,287,499	Q3 2025 Reduced 1.43%
SBSI Southside Bancshares Inc	$926M	$39.1 Million 0.01% of portfolio	1,382,523	Q3 2025 Added 0.38%
FMBH First Mid Bancshares, Inc.	$762M	$38.7 Million 0.01% of portfolio	1,020,833	Q3 2025 Added 2.68%
OSBC Old Second Bancorp Inc	$822M	$38.1 Million 0.01% of portfolio	2,204,884	Q3 2025 Added 4.08%
TFSL Tfs Financial Corp	$3.83B	$37.8 Million 0.01% of portfolio	2,866,082	Q3 2025 Added 1.64%
CCB Coastal Financial Corp	$1.36B	$37.7 Million 0.01% of portfolio	348,353	Q3 2025 Reduced 3.01%
CCBG Capital City Bank Group Inc	$693M	$36.8 Million 0.01% of portfolio	880,524	Q3 2025 Reduced 0.32%
CCNE Cnb Financial Corp	$528M	$35.8 Million 0.01% of portfolio	1,480,034	Q3 2025 Added 37.82%
HONE Harbor One Bancorp, Inc.	$595M	$34 Million 0.01% of portfolio	2,497,764	Q3 2025 Reduced 0.98%
HTBK Heritage Commerce Corp	$642M	$33.6 Million 0.01% of portfolio	3,386,031	Q3 2025 Reduced 1.1%
NBN Northeast Bk Lewiston Me Com	$643M	$32.7 Million 0.01% of portfolio	326,442	Q3 2025 Reduced 2.81%
CAC Camden National Corp	$575M	$32.2 Million 0.01% of portfolio	834,877	Q3 2025 Reduced 0.32%
FCBC First Community Bankshares Inc	$535M	$31.8 Million 0.01% of portfolio	912,402	Q3 2025 Reduced 0.84%
EGBN Eagle Bancorp Inc	$534M	$31.3 Million 0.01% of portfolio	1,546,771	Q3 2025 Reduced 5.34%
CLBK Columbia Financial, Inc.	$1.66B	$30.8 Million 0.01% of portfolio	2,054,755	Q3 2025 Added 0.51%
NFBK Northfield Bancorp, Inc.	$513M	$30.8 Million 0.01% of portfolio	2,608,685	Q3 2025 Reduced 0.93%
MCB Metropolitan Bank Holding Corp.	$761M	$30.2 Million 0.01% of portfolio	404,059	Q3 2025 Added 6.35%
SMBK Smartfinancial Inc.	$608M	$29.9 Million 0.01% of portfolio	836,529	Q3 2025 Added 1.92%
PGC Peapack Gladstone Financial Corp	$473M	$29.4 Million 0.01% of portfolio	1,064,248	Q3 2025 Reduced 1.32%
NRIM Northrim Bancorp Inc	$131M	$29.2 Million 0.01% of portfolio	1,346,512	Q3 2025 Added 248.64%
IBCP Independent Bank Corp	$634M	$27.3 Million 0.01% of portfolio	882,454	Q3 2025 Reduced 0.75%
BSRR Sierra Bancorp	$444M	$27.3 Million 0.01% of portfolio	945,404	Q3 2025 Reduced 0.65%
HTBI Home Trust Bancshares, Inc.	$532M	$27.3 Million 0.01% of portfolio	801,751	Q3 2025 Added 2.54%
WASH Washington Trust Bancorp Inc	$478M	$26.9 Million 0.01% of portfolio	930,086	Q3 2025 Reduced 1.26%
BHB Bar Harbor Bankshares	$446M	$26.8 Million 0.01% of portfolio	879,482	Q3 2025 Added 0.6%
EQBK Equity Bancshares Inc	$559M	$26.6 Million 0.01% of portfolio	761,014	Q3 2025 Added 0.5%
SHBI Shore Bancshares Inc	$317M	$26.4 Million 0.01% of portfolio	1,609,616	Q3 2025 Added 4.15%

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