Security National Financial Corporation
US ˙ NasdaqGM ˙ US8147853092

SecuritySNFCA / Security National Financial Corporation
InstitutionDimensional Fund Advisors Lp
Latest Disclosed Ownership793,553 shares
Latest Disclosed Value $ 7,522,900
Dimensional Fund Advisors Lp reports 3.33% increase in ownership of SNFCA / Security National Financial Corporation

On May 7, 2026 - Dimensional Fund Advisors Lp filed a 13F-HR form disclosing ownership of 793,553 shares of Security National Financial Corporation (US:SNFCA) valued at $7,522,882 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 767,946 shares of Security National Financial Corporation. This represents a change in shares of 3.33% during the quarter. The current value of the position is $7,649,851 USD.

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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-07 2026-03-31 13F SECURITY NATL FINL CL A NEW 814785309 793,553 25,607 3.33 7,523 8.72 0.0016
2026-02-12 2025-12-31 13F SECURITY NATL FINL CL A NEW 814785309 767,946 2,117 0.28 6,920 4.22 0.0015
2025-11-12 2025-09-30 13F SECURITY NATL FINL CL A NEW 814785309 765,829 34,000 4.65 6,640 -7.88 0.0014
2025-08-12 2025-06-30 13F SECURITY NATL FINL CL A NEW 814785309 731,829 40,415 5.85 7,208 -13.85 0.0017
2025-05-13 2025-03-31 13F SECURITY NATL FINL CL A NEW 814785309 691,414 18,035 2.68 8,366 3.28 0.0021
2025-02-13 2024-12-31 13F SECURITY NATL FINL CL A NEW 814785309 673,379 38,522 6.07 8,101 38.70 0.0019
2024-11-07 2024-09-30 13F SECURITY NATL FINL CL A NEW 814785309 634,857 84,048 15.26 5,841 32.73 0.0014
2024-08-09 2024-06-30 13F SECURITY NATL FINL CL A NEW 814785309 550,809 51,539 10.32 4,401 11.42 0.0011
2024-05-10 2024-03-31 13F SECURITY NATL FINL CL A NEW 814785309 499,270 18,379 3.82 3,949 -8.76 0.0011
2024-02-07 2023-12-31 13F SECURITY NATL FINL CL A NEW 814785309 480,891 30,338 6.73 4,328 22.54 0.0013
2023-11-09 2023-09-30 13F SECURITY NATL FINL CL A NEW 814785309 450,553 62,743 16.18 3,533 2.70 0.0012
2023-08-09 2023-06-30 13F SECURITY NATL FINL CL A NEW 814785309 387,810 24,515 6.75 3,440 52.51 0.0011
2023-05-12 2023-03-31 13F SECURITY NATL FINL CL A NEW 814785309 363,295 20,314 5.92 2,256 112,650.00 0.0008
2023-02-09 2022-12-31 13F SECURITY NATL FINL CL A NEW 814785309 342,981 -539 -0.16 3 -99.91 0.0007
2022-11-10 2022-09-30 13F SECURITY NATL FINL CL A NEW 814785309 343,520 3,431 1.01 2,182 -24.16 0.0008
2022-08-12 2022-06-30 13F SECURITY NATL FINL CL A NEW 814785309 340,089 20,664 6.47 2,877 -9.95 0.0010
2022-05-13 2022-03-31 13F SECURITY NATL FINL CLA 814785309 319,425 3,601 1.14 3,195 9.94 0.0010
2022-02-09 2021-12-31 13F SECURITY NATL FINL CLA 814785309 315,824 6,230 2.01 2,906 14.05 0.0009
2021-11-12 2021-09-30 13F SECURITY NATL FINL CLA 814785309 309,594 17,921 6.14 2,548 -0.16 0.0008
2021-08-12 2021-06-30 13F SECURITY NATL FINL CLA 814785309 291,673 21,906 8.12 2,552 1.15 0.0008
2021-05-14 2021-03-31 13F SECURITY NATL FINL CLA 814785309 269,767 28,760 11.93 2,523 25.34 0.0008
2021-03-08 2020-12-31 13F/A-2 SECURITY NATL FINL CLA 814785309 241,007 4,899 2.07 2,013 33.22 0.0007
2021-02-11 2020-12-31 13F SECURITY NATL FINL CLA 814785309 241,007 4,899 2,013 726.9886
2020-11-12 2020-09-30 13F SECURITY NATL FINL CLA 814785309 236,108 6,176 2.69 1,511 -2.58 0.0006
2020-08-13 2020-06-30 13F SECURITY NATL FINL CLA 814785309 229,932 0 0.00 1,551 57.94 0.0007
2020-05-14 2020-03-31 13F SECURITY NATL FINL CLA 814785309 229,932 16,309 7.63 982 -21.44 0.0005
2020-02-14 2019-12-31 13F SECURITY NATL FINL CLA 814785309 213,623 100 0.05 1,250 16.39 0.0005
2019-11-12 2019-09-30 13F SECURITY NATL FINL CLA 814785309 213,523 0 0.00 1,074 0.19 0.0004
2019-08-13 2019-06-30 13F SECURITY NATL FINL CLA 814785309 213,523 0 0.00 1,072 6.35 0.0004
2019-08-12 2019-03-31 13F/A-2 SECURITY NATL FINL CLA 814785309 213,523 10,160 5.00 1,008 -3.91 0.0004
2019-05-10 2019-03-31 13F SECURITY NATL FINL CLA 814785309 213,523 10,160 1,008
2019-02-26 2018-12-31 13F/A-1 SECURITY NATL FINL CLA 814785309 203,363 16,826 9.02 1,049 8.14 0.0005
2019-02-13 2018-12-31 13F SECURITY NATL FINL CLA 814785309 203,363 16,826 1,049
2018-11-13 2018-09-30 13F SECURITY NATL FINL CLA 814785309 186,537 6,482 3.60 970 3.63 0.0004
2018-08-10 2018-06-30 13F SECURITY NATL FINL CLA 814785309 180,055 13,149 7.88 936 8.84 0.0004
2018-05-11 2018-03-31 13F SECURITY NATL FINL CLA 814785309 166,906 18,369 12.37 860 9.28 0.0004
2018-02-12 2017-12-31 13F SECURITY NATL FINL CLA 814785309 148,537 12,934 9.54 787 13.73 0.0003
2017-11-13 2017-09-30 13F SECURITY NATL FINL CLA 814785309 135,603 -1,161 -0.85 692 -20.91 0.0003
2017-08-11 2017-06-30 13F SECURITY NATL FINL CLA 814785309 136,764 3,179 2.38 875 -3.63 0.0004
2017-05-12 2017-03-31 13F SECURITY NATL FINL CLA 814785309 133,585 7,117 5.63 908 10.46 0.0004
2017-02-09 2016-12-31 13F SECURITY NATL FINL CLA 814785309 126,468 1,683 1.35 822 12.76 0.0004
2016-11-10 2016-09-30 13F SECURITY NATL FINL CLA 814785309 124,785 0 0.00 729 19.51 0.0004
2016-08-09 2016-06-30 13F SECURITY NATL FINL CLA 814785309 124,785 0 0.00 610 -3.94 0.0004
2016-05-13 2016-03-31 13F SECURITY NATL FINL CLA 814785309 124,785 5,935 4.99 635 -18.38 0.0004
2016-02-10 2015-12-31 13F SECURITY NATL FINL CLA 814785309 118,850 3,308 2.86 778 -0.51 0.0005
2015-11-13 2015-09-30 13F SECURITY NATL FINL CLA 814785309 115,542 12,324 11.94 782 12.52 0.0005
2015-08-14 2015-06-30 13F SECURITY NATL FINL CLA 814785309 103,218 10,852 11.75 695 41.26 0.0004
2015-05-14 2015-03-31 13F SECURITY NATL FINL CLA 814785309 92,366 5,934 6.87 492 -1.20 0.0003
2015-02-06 2014-12-31 13F SECURITY NATL FINL CLA 814785309 86,432 19,314 28.78 498 49.10 0.0003
2014-11-13 2014-09-30 13F SECURITY NATL FINL CLA 814785309 67,118 6,127 10.05 334 28.46 0.0002
2014-08-08 2014-06-30 13F SECURITY NATL FINL CLA 814785309 60,991 0 0.00 260 4.84 0.0002
2014-05-14 2014-03-31 13F SECURITY NATL FINL CLA 814785309 60,991 2,900 4.99 248 -11.43 0.0002
2014-02-12 2013-12-31 13F SECURITY NATL FINL CLA 814785309 58,091 0 0.00 280 -20.45 0.0002
2013-11-13 2013-09-30 13F SECURITY NATL FINL CLA 814785309 58,091 0 0.00 352 2.33 0.0003
2013-08-15 2013-06-30 13F SECURITY NATL FINL CLA 814785309 58,091 58,091 344 0.0003
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.