SCHEDULE: Dimensional Fund Advisors Reports 5.5% Stake in Customers Bancorp

Sentiment:

Beneficial Ownership Report


Dimensional Fund Advisors LP has filed an amended Schedule 13G, disclosing a 5.5% beneficial ownership stake in Customers Bancorp Inc. as of December 31, 2025.

Summary

  • Dimensional Fund Advisors LP (DFA) filed an Amendment No. 7 to Schedule 13G regarding its ownership in Customers Bancorp Inc.
  • DFA beneficially owns an aggregate of 1,877,035 shares of Customers Bancorp Inc. common stock.
  • This ownership represents 5.5% of the class of securities.
  • DFA holds sole voting power over 1,837,632 shares and sole dispositive power over 1,877,035 shares.
  • DFA disclaims beneficial ownership of these securities, stating they are owned by various Funds for which DFA acts as an investment adviser or manager.
  • The filing certifies that the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of the issuer.

Sentiment

Score: 5

Explanation: Neutral. This is a routine disclosure of passive institutional ownership, indicating a continued investment position without expressing specific sentiment on the issuer's performance or future prospects.

Future Outlook

NA

Industry Context

This filing is a routine disclosure of institutional ownership and does not provide specific insights into broader industry trends or competitive landscape for Customers Bancorp Inc. It primarily reflects Dimensional Fund Advisors' investment position.

Stakeholder Impact

  • Shareholders: Disclosure of a significant institutional holder's stake provides transparency regarding the ownership structure and confirms a continued passive investment by Dimensional Fund Advisors LP.

Key Dates

DateDescription
12/31/2025Date of event which requires filing of this statement.
01/21/2026Date of filing and certification by Selwyn Notelovitz, Global Chief Compliance Officer of Dimensional Fund Advisors LP.

Keywords

Customers Bancorp Inc, CUBI, Dimensional Fund Advisors, DFA, Schedule 13G, Beneficial Ownership, Investment Adviser, Common Stock, Institutional Ownership

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