Independent Bank Group, Inc.
US ˙ NasdaqGS ˙ US45384B1061
DETTE SYMBOL ER IKKE LÆNGERE AKTIVT

SecurityIBTX / Independent Bank Group, Inc.
InstitutionDimensional Fund Advisors Lp
Latest Disclosed Ownership0 shares
Ownership 0.00%
Dimensional Fund Advisors Lp ownership in IBTX / Independent Bank Group, Inc.

2025-04-15 - Dimensional Fund Advisors Lp has filed an SCHEDULE 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 0 shares of Independent Bank Group, Inc. (US:IBTX). This represents 0.0 percent ownership of the company. In their previous filing dated 2024-02-09 , Dimensional Fund Advisors Lp had reported owning 2,114,471 shares, indicating a decrease of -100.00 percent.

Institutional Ownership: 13D/G Filings

This table shows a history of the 13D/G filings made by the investor and/or investor group. Note that the share values in this table are not directly comparable to any numbers shown in the 13F table (if any).

File
Date		Effective
Date		Form Prev
Shares		 Latest
Shares		 ΔShares
(Percent)		 Ownership
(Percent)		 ΔOwnership
(Percent)
2025-04-15 2025-04-15 13G/A 2,114,471 0 -100.00 0.00 -100.00
2024-02-09 2024-02-09 13G/A 2,575,467 2,114,471 -17.90 5.10 -19.05
2023-02-10 2023-02-10 13G/A 2,378,699 2,575,467 8.27 6.30 14.55
2022-02-08 2022-02-08 13G/A 2,642,204 2,378,699 -9.97 5.50 -9.84
2021-02-12 2021-02-12 13G/A 2,512,520 2,642,204 5.16 6.10 4.27
2020-02-12 2020-02-12 13G/A 1,756,303 2,512,520 43.06 5.85 1.56
2019-02-08 2019-02-08 13G 1,756,303 5.76

Important Note: One of the primary uses of the 13D/G filings is to evaluate the ability of a firm to control a company (ie, the "beneficial ownership"). To that end, firms are required to report not just direct holdings in companies, but indirect holdings that they control. For investment firms, these indirect holdings can include shares in funds they manage, advisory accounts, and in the case of activist campaigns, pledged votes. Therefore, share counts listed in 13D/G filings can differ significantly than share counts listed in 13F filings.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2025-05-13 2025-03-31 13F INDEPENDENT BANK GROUP COM 45384B106 0 -100.00 0
2025-02-13 2024-12-31 13F INDEPENDENT BANK GROUP COM 45384B106 2,457,003 32,765 1.35 149,066 6.64 0.0076
2024-11-07 2024-09-30 13F INDEPENDENT BANK GROUP COM 45384B106 2,424,238 107,495 4.64 139,778 32.55 0.0339
2024-08-09 2024-06-30 13F INDEPENDENT BANK GROUP COM 45384B106 2,316,743 39,091 1.72 105,456 1.43 0.0275
2024-05-10 2024-03-31 13F INDEPENDENT BANK GROUP COM 45384B106 2,277,652 163,182 7.72 103,975 -3.36 0.0281
2024-02-07 2023-12-31 13F INDEPENDENT BANK GROUP COM 45384B106 2,114,470 40,112 1.93 107,588 31.14 0.0314
2023-11-09 2023-09-30 13F INDEPENDENT BANK GROUP COM 45384B106 2,074,358 -213,441 -9.33 82,041 3.85 0.0269
2023-08-09 2023-06-30 13F INDEPENDENT BANK GROUP COM 45384B106 2,287,799 -350,230 -13.28 79,001 -35.39 0.0252
2023-05-12 2023-03-31 13F INDEPENDENT BANK GROUP COM 45384B106 2,638,029 62,562 2.43 122,271 79,296.75 0.0412
2023-02-09 2022-12-31 13F INDEPENDENT BANK GROUP COM 45384B106 2,575,467 108,270 4.39 155 -99.90 0.0457
2022-11-10 2022-09-30 13F INDEPENDENT BANK GROUP COM 45384B106 2,467,197 70,979 2.96 151,463 -6.92 0.0582
2022-08-12 2022-06-30 13F INDEPENDENT BANK GROUP COM 45384B106 2,396,218 11,490 0.48 162,724 -4.11 0.0584
2022-05-13 2022-03-31 13F INDEPENDENT BANK GROUP COM 45384B106 2,384,728 6,197 0.26 169,701 -1.11 0.0523
2022-02-09 2021-12-31 13F INDEPENDENT BANK GROUP COM 45384B106 2,378,531 -1,952 -0.08 171,611 1.48 0.0519
2021-11-12 2021-09-30 13F INDEPENDENT BANK GROUP COM 45384B106 2,380,483 -18,594 -0.78 169,112 -4.72 0.0545
2021-08-12 2021-06-30 13F INDEPENDENT BANK GROUP COM 45384B106 2,399,077 -108,725 -4.34 177,484 -1.73 0.0562
2021-05-14 2021-03-31 13F INDEPENDENT BK GROUP COM 45384B106 2,507,802 -134,402 -5.09 180,614 9.34 0.0597
2021-03-08 2020-12-31 13F/A-2 INDEPENDENT BK GROUP COM 45384B106 2,642,204 -51,689 -1.92 165,190 38.80 0.0597
2021-02-11 2020-12-31 13F INDEPENDENT BK GROUP COM 45384B106 2,642,204 -51,689 165,190 59,657.8477
2020-11-12 2020-09-30 13F INDEPENDENT BK GROUP COM 45384B106 2,693,893 62,231 2.36 119,014 11.61 0.0505
2020-08-13 2020-06-30 13F INDEPENDENT BK GROUP COM 45384B106 2,631,662 13,157 0.50 106,630 71.97 0.0469
2020-05-14 2020-03-31 13F INDEPENDENT BK GROUP COM 45384B106 2,618,505 105,985 4.22 62,004 -55.49 0.0323
2020-02-14 2019-12-31 13F INDEPENDENT BK GROUP COM 45384B106 2,512,520 84,618 3.49 139,294 9.05 0.0508
2019-11-12 2019-09-30 13F INDEPENDENT BK GROUP COM 45384B106 2,427,902 69,976 2.97 127,732 -1.43 0.0496
2019-08-13 2019-06-30 13F INDEPENDENT BK GROUP COM 45384B106 2,357,926 136,194 6.13 129,591 13.72 0.0503
2019-08-12 2019-03-31 13F/A-2 INDEPENDENT BK GROUP COM 45384B106 2,221,732 465,429 26.50 113,954 41.75 0.0454
2019-05-10 2019-03-31 13F INDEPENDENT BK GROUP COM 45384B106 2,221,732 465,429 113,954
2019-02-26 2018-12-31 13F/A-1 INDEPENDENT BK GROUP COM 45384B106 1,756,303 216,028 14.03 80,389 -21.28 0.0364
2019-02-13 2018-12-31 13F INDEPENDENT BK GROUP COM 45384B106 1,756,303 216,028 80,389
2018-11-13 2018-09-30 13F INDEPENDENT BK GROUP COM 45384B106 1,540,275 308,116 25.01 102,120 24.07 0.0389
2018-08-10 2018-06-30 13F INDEPENDENT BK GROUP COM 45384B106 1,232,159 246,205 24.97 82,309 18.08 0.0328
2018-05-11 2018-03-31 13F INDEPENDENT BK GROUP COM 45384B106 985,954 187,395 23.47 69,707 29.13 0.0291
2018-02-12 2017-12-31 13F INDEPENDENT BK GROUP COM 45384B106 798,559 154,164 23.92 53,983 38.93 0.0224
2017-11-13 2017-09-30 13F INDEPENDENT BK GROUP COM 45384B106 644,395 120,480 23.00 38,857 24.65 0.0170
2017-08-11 2017-06-30 13F INDEPENDENT BK GROUP COM 45384B106 523,915 93,282 21.66 31,173 12.58 0.0144
2017-05-12 2017-03-31 13F INDEPENDENT BK GROUP COM 45384B106 430,633 87,826 25.62 27,690 29.45 0.0132
2017-02-09 2016-12-31 13F INDEPENDENT BK GROUP COM 45384B106 342,807 93,002 37.23 21,391 93.88 0.0107
2016-11-10 2016-09-30 13F INDEPENDENT BK GROUP COM 45384B106 249,805 52,640 26.70 11,033 30.41 0.0060
2016-08-09 2016-06-30 13F INDEPENDENT BK GROUP COM 45384B106 197,165 43,265 28.11 8,460 100.62 0.0049
2016-05-13 2016-03-31 13F INDEPENDENT BK GROUP COM 45384B106 153,900 11,179 7.83 4,217 -7.66 0.0025
2016-02-10 2015-12-31 13F INDEPENDENT BK GROUP COM 45384B106 142,721 47,937 50.57 4,567 25.36 0.0028
2015-11-13 2015-09-30 13F INDEPENDENT BK GROUP COM 45384B106 94,784 35,455 59.76 3,643 43.14 0.0024
2015-08-14 2015-06-30 13F INDEPENDENT BK GROUP COM 45384B106 59,329 10,107 20.53 2,545 32.90 0.0016
2015-05-14 2015-03-31 13F INDEPENDENT BK GROUP COM 45384B106 49,222 3,141 6.82 1,915 6.39 0.0012
2015-02-06 2014-12-31 13F INDEPENDENT BK GROUP COM 45384B106 46,081 23,489 103.97 1,800 67.91 0.0012
2014-11-13 2014-09-30 13F INDEPENDENT BK GROUP COM 45384B106 22,592 16,519 272.01 1,072 217.16 0.0008
2014-08-08 2014-06-30 13F INDEPENDENT BK GROUP COM 45384B106 6,073 6,073 338 0.0002
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.