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US Activist Hedge Fund Institutional SEC 13D 13G — October 08, 2026

Activist & Institutional Activity

By Gunpowder Editorial ·

3 high priority 47 medium priority 50 total filings analysed

Executive Summary

The 50 filings are overwhelmingly routine Schedule 13G passive-ownership disclosures, with a single Dimensional Fund Advisors LP filing cadence dominating the batch, all dated October 8, 2026 and reporting holdings as of September 30, 2026 (or July 14 for Cue Biopharma).

Most positions cluster around the 4.1%-6.7% range, with Dimensional filings disclaiming control intent, so the batch signals broad index-style institutional accumulation rather than activism. Only a handful of filings carry genuine event-driven content: Elliott's Seadrill 13D/A showing net selling into a rally with ~11.7% combined economic exposure, Skydance's change in indirect control of Anghami (~71.3% as-converted) following the WBD acquisition, and TBG AG's 16.4% stake in ESCO Technologies from its Megger sale consideration. Enriched period-over-period, insider, forward-looking, and capital allocation fields are largely absent from these filings, so quantitative trend analysis is limited to share-count changes in amended filings, which were mostly small increases of 1-5%. The main market implication is that the most actionable items are the Elliott sell-down (potential overhang) and the lock-up/board-designation mechanics at ESCO; the Dimensional filings are informational only.

Materiality, sentiment, and priority are scored by Gunpowder’s analysis pipeline. How we score filings →

Filing types in this digest: Schedule 13D · Schedule 13G

Tracking the trend? Catch up on the prior US Activist Hedge Fund Institutional SEC 13D 13G digest from September 29, 2026.

Investment Signals (9)

  • Seadrill Ltd ↓ (BEARISH)
    ▲

    Elliott net-sold common shares every trading day from 09/22 to 10/08/2026 (daily sales ~4,300-102,075 shares at ~$44-47) while retaining 3.1M shares (4.9%) plus swaps covering 4.2M shares, with a reported average cost near $22 versus current prices, implying a large embedded gain being monetized

  • ESCO Technologies (ESE) (BEARISH)
    ▲

    TBG AG received 5.1M shares (~16.4%) as partial consideration for the $922M Megger sale; 50% of the shares unlock six months after completion, a potential future supply overhang

  • Anghami Inc ↓ (NEUTRAL)
    ▲

    Skydance became ultimate beneficial owner of ~7.42M shares (~71.3% as-converted) via the WBD acquisition closed Oct 6, 2026; change of control at parent level with no new purchases disclosed

  • Dimensional Fund Advisors (multi-issuer) (BULLISH)
    ▲

    Amended 13Gs showing share-count increases at Koppers (+2.0%), AdaptHealth (+2.1%), Flexsteel (+1.3%), Sally Beauty (+2.0%), Navient (+2.3%) and NWPX/Marqeta/Carter pattern-consistent with systematic accumulation

  • Dimensional Fund Advisors (multi-issuer) (NEUTRAL)
    ▲

    Share-count decreases disclosed in Old Second Bancorp-style amendments and O-I Glass (6,603,588 vs 6,432,093 prior, actually an increase) with Carter Bankshares and Select Water showing mixed moves, indicating no uniform directional signal

  • Cue Biopharma (CUE) (NEUTRAL)
    ▲

    Mark Strome-related entities hold 644,916 shares (8.50%) as of July 14, 2026; a 13G/A with no control intent but a meaningful insider-adjacent holder position

  • Elliott / Seadrill cost basis (BEARISH)
    ▲

    Reported aggregate cost of ~$69.2M on 3.1M shares implies ~$22 average cost versus ~$44-47 trading levels, roughly a 2x paper gain that could support continued distribution

  • ESCO Board governance (BULLISH)
    ▲

    TBG CEO Abson appointed Class III director effective at completion, with board-designation right conditional on TBG retaining at least 50% of Consideration Shares; alignment signal for a strategic holder

  • Strategic Education (STRA) (BULLISH)
    ▲

    Dimensional stake at 6.6% (1,466,491 shares) up from 1,441,366 prior, a ~1.7% increase in holdings, modest accumulation by a systematic investor

Risk Flags (8)

  • Seadrill Ltd / Elliott overhang↓ [HIGH RISK]
    ▼

    Elliott disclosed net selling across 12 consecutive trading sessions with total economic exposure ~11.7% (3.1M common + 4.2M swap-referenced shares); continued distribution could pressure the stock if swap counterparties hedge

  • ESCO Technologies / lock-up expiry↓ [HIGH RISK]
    ▼

    5.1M consideration shares subject to 12-month restriction with 50% releasing six months post-completion (approximately April 2027 if completion was Oct 1, 2026), creating a dated supply overhang

  • ESCO Technologies / standstill and voting constraints↓ [MEDIUM RISK]
    ▼

    TBG agreed to vote with Board recommendations except specified exceptions; while mitigating control risk, a 16.4% holder with board representation can influence governance outcomes

  • Anghami Inc / minority float↓ [MEDIUM RISK]
    ▼

    Skydance-controlled ~71.3% as-converted leaves a thin free float and potential governance/related-party concerns for minority holders, with a 'group' designation covering OSN, Panther Media and Kuwait Projects entities

  • Cue Biopharma / concentration↓ [MEDIUM RISK]
    ▼

    Single holder at 8.50% with split direct/indirect holding structure; limited liquidity given small share count (~7.6M implied)

  • Dimensional concentration pattern (multi-issuer) [MEDIUM RISK]
    ▼

    Dimensional reports 5%+ stakes in 40+ small-cap names (e.g., Scholastic 9.5%, Flexsteel 8.1%, Koppers 6.7%, Sally Beauty 6.5%), indicating potential float concentration in small caps where a single index-style holder can dominate liquidity

  • Old Second Bancorp / Orrstown / Civista / Community West (small banks)↓ [LOW RISK]
    ▼

    Multiple small-bank 5%+ passive stakes with no financial metrics disclosed in filings, limiting ability to assess fundamentals behind the ownership

  • Bank of Queensland (non-US listing) [LOW RISK]
    ▼

    33.8M share 5.1% stake filed under US 13G despite Australian issuer; disclosure-regime mismatch could indicate data/classification risk in holder reporting

Opportunities (7)

  • Seadrill Ltd / Elliott exit↓ (OPPORTUNITY)
    ◆

    Elliott's ~11.7% combined economic exposure with a ~$22 average cost suggests an exit path; a clean post-distribution float could remove an overhang and re-rate the stock if sellers are fully exited

  • ESCO Technologies / partial-consideration alignment↓ (OPPORTUNITY)
    ◆

    Receipt of ESE stock by a seller who sold Megger for $922M cash plus shares, with a board seat and voting agreement, signals strategic alignment; upside if the acquired business drives margin accretion

  • Anghami / Skydance strategic re-rating↓ (OPPORTUNITY)
    ◆

    Skydance (post-WBD) now controls ~71.3% of Anghami with stated long-term strategic partnership intent; potential for content and distribution synergies in MENA streaming that the market may not yet price

  • Dimensional accumulation basket (OPPORTUNITY)
    ◆

    Consistent share-count increases in Koppers (+2.0%), AdaptHealth (+2.1%), Navient (+2.3%), Sally Beauty (+2.0%), Flexsteel (+1.3%) suggest systematic factor-tilt buying in these names; a momentum-style tailwind from index-style flows

  • Strategic Education / Scholastic (small caps with 6-10% holders)↓ (OPPORTUNITY)
    ◆

    Dimensional holdings at STRA 6.6% and SCHL 9.5% indicate institutional conviction in education-sector small caps; low-float dynamics may amplify any catalyst

  • Cue Biopharma / insider-adjacent holder↓ (OPPORTUNITY)
    ◆

    8.50% stake held by an individual with direct and indirect positions, consistent with a long-term committed holder rather than a trading position; potential stable shareholder base

  • Elliott-following thesis (OPPORTUNITY)
    ◆

    Elliott's historical activist playbook at Seadrill (sold into strength, retained core) may presage a partial stake rotation; investors may front-run remaining distribution if the position is sold down to below 5% and 13D obligations fall away

Sector Themes (5)

  • Passive Institutional Dominance in Small Caps
    ◆

    Of 50 filings, roughly 44 are Dimensional Fund Advisors 13G disclosures reporting 4-10% stakes, showing that index/factor-style passive funds are the dominant large-holder class in small/mid caps across banking, consumer, and industrial sectors [IMPLICATION: float concentration and reduced price discovery in illiquid names]

  • Post-Acquisition Change-of-Control Reporting
    ◆

    Skydance/WBD (Anghami) and TBG/Megger (ESCO) illustrate acquisition-driven ownership reshuffles where consideration shares or parent-level control changes trigger 13D/A filings; expect more such filings as M&A activity continues [IMPLICATION: monitor parent-level control disclosures for hidden stakes]

  • Regional Bank Holder Concentration
    ◆

    Old Second, Orrstown, Civista, Enterprise Financial, Carter Bankshares, National Bank Holdings, Community West and Bank of Queensland show 4-6% passive holders, consistent with consolidation-era ownership in regional banks [IMPLICATION: limited activist risk, but index-driven holders may dampen valuation dispersion]

  • Activist Selling into Strength (Elliott)
    ◆

    Elliott's net selling at ~$44-47 against a ~$22 cost basis, combined with cash-settled swaps, suggests disciplined monetization rather than conviction-driven accumulation; a pattern worth tracking across other Elliott positions [IMPLICATION: distribution phase, watch for further 13D/A amendments]

  • Derivative-Based Economic Exposure
    ◆

    Elliott's cash-settled swaps (6.8% of economic exposure) disclaim voting power, an increasingly common structure that lets activists build economic positions without triggering full beneficial ownership thresholds [IMPLICATION: reported 13D ownership understates true economic exposure]

Watch List (6)

  • Seadrill Ltd (SDRL)↓
    👁

    Elliott Amendment No. 9 shows continuous net selling through Oct 8, 2026; watch for Amendment No. 10 reporting a further reduction below 5% or swap unwinds, with next 13D update expected on any material change

  • ESCO Technologies (ESE)
    👁

    50% consideration share unlock six months after the Oct 1, 2026 completion (~April 2027); monitor for early lock-up waivers and TBG's first Form 4 sales post-release

  • Anghami Inc (ANGH)↓
    👁

    Post-WBD-closing Skydance governance changes and any filings reflecting OSN Streaming or Kuwait Projects group actions; potential going-private or tender speculation given 71.3% control

  • Cue Biopharma (CUE)
    👁

    Mark Strome holdings at 8.50% as of July 14, 2026; watch for Form 4 activity and any shift from indirect to direct holdings that could signal insider conviction

  • Dimensional amendments (Koppers, Navient, Sally Beauty, AdaptHealth)
    👁

    Share-count increases of 2% or more across successive quarterly 13G/As; a sustained run could indicate index inclusion or factor-tilt buying worth tracking into Q4 2026 rebalances

  • Scholastic Corp (SCHL)↓
    👁

    Dimensional at 9.5% after 13G/A; crossing 10% would trigger a further amendment and may matter for float and liquidity analysis

Filing Analyses (50)
ESCO TECHNOLOGIES INC SC 13D neutral materiality 7/10

08-10-2026

TBG AG, a Swiss investment company, filed a Schedule 13D reporting beneficial ownership of 5,100,000 shares of ESCO Technologies Inc. (ESE) common stock, representing approximately 16.4% of the class. The shares were received on October 1, 2026 as partial consideration for TBG's sale of Megger Group Limited to an ESCO subsidiary, alongside $922,000,000 in cash, and are subject to a Shareholder Agreement with transfer restrictions, standstill and voting provisions. Abson, CEO of TBG AG, was appointed to ESCO's Board as a Class III director effective on the completion date.

  • · Consideration Shares are subject to a 12-month Restricted Period, with 50% released six months after the completion date
  • · Board designation right for the Seller Designee continues only while TBG and affiliated holders keep at least 50% of the Consideration Shares
  • · TBG AG agreed to vote in favor of Board-nominated directors and Board-recommended proposals, with specified exceptions
  • · Abson submitted an irrevocable resignation letter effective if the ownership threshold is not met or shareholder approval is not obtained
  • · Percentage calculation includes the 5,100,000 newly issued shares in the denominator
Anghami Inc SC 13D/A neutral materiality 6/10

08-10-2026

Skydance Corporation, through its acquisition of Warner Bros. Discovery (WBD) on October 6, 2026, has become the ultimate beneficial owner of 7,417,345 Anghami Inc. ordinary shares (including 1,342,624 shares underlying OSN warrants), representing approximately 71.3% of the issuer's outstanding ordinary shares on an as-converted basis. The amendment is filed to reflect the change in indirect control and to add Skydance as a Reporting Person, with no change in the underlying holdings reported. The filing does not disclose new share purchases or sales by the Reporting Persons, and the investment intent remains investment and long-term strategic partnership oriented.

  • · Skydance Acquisition closed October 6, 2026 under a Merger Agreement dated February 27, 2026; WBD became a wholly owned subsidiary of Skydance
  • · Skydance may be deemed to have shared voting and dispositive power over shares held by WBD and Dplay at the closing
  • · Reporting Persons may be deemed a 'group' with OSN Streaming, OSN Streaming Holding Limited, Panther Media entities and Kuwait Projects Company (Holding)
  • · Reporting Persons reserve the right to pursue a Minority Buyout, share sales, proxy solicitation, or a Music Business Carve-Out of Anghami's streaming service
Seadrill Ltd SC 13D/A mixed materiality 6/10

08-10-2026

Elliott Investment Management L.P. filed Amendment No. 9 to its Schedule 13D on Seadrill Ltd (SDRL), reporting beneficial ownership of 3,108,641 Common Shares, or 4.9% of the 62,541,443 shares outstanding as of August 6, 2026. Elliott also disclosed cash-settled swaps covering 4,228,545 shares (about 6.8% economic exposure), bringing combined economic exposure to approximately 11.7%, while the reporting person was a net seller in open-market trades from September 22 through October 8, 2026, with the reported aggregate cost of its common share position at approximately $69,208,895.

  • · Schedule 1 shows Elliott was a net seller every trading day from 09/22/2026 to 10/08/2026, with daily sales ranging from about 4,300 to 102,075 shares and prices roughly $44 to $47 per share
  • · The reported aggregate cost of approximately $69.2M implies an average cost of roughly $22 per share on the 3,108,641-share position, well below recent trading prices of about $44 to $47
  • · Derivative Agreements are cash-settled swaps that give Elliott economic results without voting or dispositive power over the referenced Subject Shares, which Elliott disclaims beneficially owning
  • · Amendment No. 9 is the ninth amendment to the Schedule 13D first filed on April 5, 2023, and restates Items 3, 5(a)-(c), 5(e) and the fifth paragraph of Item 6
Cue Biopharma, Inc. SC 13G/A neutral materiality 3/10

08-10-2026

Cue Biopharma, Inc. (CUE) filed an amended Schedule 13G/A on October 8, 2026, disclosing that Mark E. Strome and related entities beneficially own 644,916 shares of common stock, representing 8.50% of the company. The filing reflects a change in ownership as of July 14, 2026, with the position split between 1,674 shares held directly and 643,242 shares held indirectly. This is a routine beneficial ownership disclosure with no change in control or corporate action.

  • · Mark E. Strome holds 644,916 shares of Cue Biopharma common stock (8.50% ownership) as of July 14, 2026
  • · Filing is an amendment (SC 13G/A) to a Schedule 13G beneficial ownership report
OCEANFIRST FINANCIAL CORP SC 13G neutral materiality 3/10

08-10-2026

Dimensional Fund Advisors LP filed a Schedule 13G with the SEC on October 8, 2026, disclosing its beneficial ownership of OceanFirst Financial Corp (OCFC) common stock. The filing reflects Dimensional's position as a major shareholder in OceanFirst, a national commercial bank headquartered in Toms River, New Jersey. No financial results or operational metrics are included in this filing.

  • · Filing is a Schedule 13G beneficial ownership report, not a 13D — indicates passive investment intent
  • · Dimensional Fund Advisors LP is the filer (filed by party), OceanFirst Financial Corp is the subject company
  • · OceanFirst Financial Corp was formerly known as Ocean Financial Corp (name change effective 1995-12-08)
  • · Dimensional Fund Advisors was formerly Dimensional Fund Advisors Inc (name change 1992-09-29)
OneSpan Inc. SC 13G neutral materiality 5/10

08-10-2026

Dimensional Fund Advisors LP disclosed a 5.2% beneficial ownership stake in OneSpan Inc. as of September 30, 2026, holding 1,910,302 shares of common stock. The filing is a Schedule 13G, indicating passive investment intent, and Dimensional disclaims beneficial ownership of the securities held by its advised funds.

  • · Dimensional Fund Advisors LP is a registered investment adviser under Section 203 of the Investment Advisers Act of 1940.
  • · The shares are held by four registered investment companies and other commingled funds, group trusts, and separate accounts (collectively, the 'Funds').
  • · Dimensional disclaims beneficial ownership of the securities; no single Fund holds more than 5% of the class.
  • · The filing certifies that the securities were acquired in the ordinary course of business and not for changing or influencing control of OneSpan Inc.
LCI INDUSTRIES SC 13G/A neutral materiality 3/10

08-10-2026

Dimensional Fund Advisors LP filed an amended Schedule 13G with the SEC on October 8, 2026, disclosing beneficial ownership of 1,551,959 shares of LCI Industries common stock, representing 6.4% of the outstanding shares. The filing reflects a slight increase in holdings from the previously reported 1,525,287 shares, though the change is modest and the fund disclaims beneficial ownership, stating the securities are held for investment purposes on behalf of its client funds.

  • · Dimensional Fund Advisors LP is an investment adviser registered under Section 203 of the Investment Advisors Act of 1940.
  • · The shares are held by four registered investment companies and other commingled funds, group trusts, and separate accounts (collectively, the 'Funds').
  • · Dimensional disclaims beneficial ownership of the securities; the filing is not an admission of beneficial ownership for purposes other than Section 13(d) of the Exchange Act.
  • · No single Fund's interest exceeds 5% of the class of securities.
  • · The securities were acquired in the ordinary course of business and not for changing or influencing control of the issuer.
BJs RESTAURANTS INC SC 13G/A neutral materiality 3/10

08-10-2026

Dimensional Fund Advisors LP filed a Schedule 13G/A with the SEC on October 8, 2026, disclosing beneficial ownership of 981,333 shares of BJ's Restaurants Inc (BJRI) common stock as of September 30, 2026, representing a 4.6% stake. The filing indicates a slight increase in share count from 973,702 shares previously reported, though the prior percentage was not explicitly stated. Dimensional Fund Advisors LP disclaims beneficial ownership, stating the shares are held by various funds it advises.

  • · Dimensional Fund Advisors LP is an investment adviser registered under Section 203 of the Investment Advisers Act of 1940.
  • · The shares are held by four registered investment companies and other commingled funds, group trusts, and separate accounts advised by Dimensional.
  • · Dimensional disclaims beneficial ownership of the securities reported.
  • · No single fund's interest exceeds 5% of the class of securities.
  • · The filing is made pursuant to Rule 13d-1(b), indicating passive investment intent.
VIRTUS INVESTMENT PARTNERS, INC. SC 13G neutral materiality 3/10

08-10-2026

Dimensional Fund Advisors LP filed a Schedule 13G with the SEC on October 8, 2026, disclosing beneficial ownership of 369,858 shares of Virtus Investment Partners, Inc. (VRTS) common stock, representing 5.6% of the outstanding shares. The filing indicates Dimensional holds the shares on behalf of various funds for which it acts as investment adviser, sub-adviser, or manager, and disclaims beneficial ownership of the securities. No change in ownership or control intent is stated.

  • · Dimensional Fund Advisors LP is a registered investment adviser under Section 203 of the Investment Advisers Act of 1940.
  • · The shares are held by four registered investment companies, commingled funds, group trusts, and separate accounts (collectively 'Funds').
  • · Dimensional disclaims beneficial ownership of all securities reported.
  • · No single Fund's interest exceeds 5% of the class of securities.
  • · The filing is made pursuant to Rule 13d-1(b) under the Securities Exchange Act of 1934.
TEJON RANCH CO SC 13G/A neutral materiality 3/10

08-10-2026

Dimensional Fund Advisors LP filed an amended Schedule 13G with the SEC on October 8, 2026, disclosing its beneficial ownership of Tejon Ranch Co (TRC) common stock. The filing reflects Dimensional's ongoing position in TRC as of the reporting date, with the fund advisor acting as a major shareholder. No financial results or operational metrics were included in this ownership disclosure.

  • · SC 13G/A filed with SEC on October 08, 2026
  • · Dimensional Fund Advisors LP is the filer (CIK 0000354204)
  • · Subject company: Tejon Ranch Co (CIK 0000096869), SIC 6500 Real Estate, incorporated in DE
  • · Fiscal year end: December 31
  • · Dimensional Fund Advisors LP formerly known as Dimensional Fund Advisors Inc (name change 1992-09-29)
AGCO CORP /DE SC 13G neutral materiality 5/10

08-10-2026

Dimensional Fund Advisors LP disclosed a 5.3% beneficial ownership stake in AGCO Corp as of September 30, 2026, holding 3,722,188 shares of common stock. The filing is a Schedule 13G, indicating passive investment intent, and Dimensional disclaims beneficial ownership of the securities held by its advised funds.

  • · Dimensional Fund Advisors LP is an investment adviser registered under Section 203 of the Investment Advisers Act of 1940.
  • · The shares are held by four registered investment companies and other commingled funds, group trusts, and separate accounts advised by Dimensional.
  • · Dimensional disclaims beneficial ownership of the securities reported in the filing.
  • · No single fund's interest exceeds 5% of the class of securities.
O-I Glass, Inc. /DE/ SC 13G/A neutral materiality 3/10

08-10-2026

Dimensional Fund Advisors LP filed an amended Schedule 13G with the SEC on October 8, 2026, reporting beneficial ownership of 6,603,588 shares of O-I Glass, Inc. common stock, representing 4.3% of the company's outstanding shares. The filing reflects a decrease from the previous reported position of 6,432,093 shares (4.3% as of the prior filing), indicating a slight reduction in holdings. Dimensional disclaims beneficial ownership of the shares, which are held by various funds and accounts it advises.

  • · The filing is an amendment to a previous Schedule 13G, indicating a change in the reported ownership.
  • · Dimensional Fund Advisors LP serves as investment adviser to four registered investment companies and as investment manager or sub-adviser to other commingled funds, group trusts, and separate accounts.
  • · Dimensional disclaims beneficial ownership of the securities, which are owned by the Funds.
  • · The shares were acquired and are held in the ordinary course of business, not with the purpose of changing or influencing control of the issuer.
SAGA COMMUNICATIONS INC SC 13G/A neutral materiality 3/10

08-10-2026

Dimensional Fund Advisors LP filed a Schedule 13G/A with the SEC on October 8, 2026, disclosing beneficial ownership of 301,141 shares of common stock of SAGA COMMUNICATIONS INC (SGA), representing 4.7% of the class. The filing indicates Dimensional acquired these shares in the ordinary course of business and disclaims beneficial ownership, as the securities are held by various Funds advised or managed by Dimensional. No single Fund holds more than 5% of the class.

  • · Dimensional Fund Advisors LP has sole voting power over 295,508 shares and sole dispositive power over 301,141 shares.
  • · Dimensional Fund Advisors LP is an investment adviser registered under Section 203 of the Investment Advisers Act of 1940.
  • · The securities are owned by four investment companies and other commingled funds, group trusts, and separate accounts (collectively, the 'Funds').
  • · The filing is an amendment (13G/A) and was made under Rule 13d-1(b), indicating passive investment intent.
LiveRamp Holdings, Inc. SC 13G/A neutral materiality 3/10

08-10-2026

Dimensional Fund Advisors LP filed an amended Schedule 13G with the SEC on October 8, 2026, disclosing beneficial ownership of 21,938 shares of LiveRamp Holdings, Inc. common stock as of September 30, 2026. The filing indicates a slight increase from the previously reported 21,813 shares, though Dimensional disclaims beneficial ownership as the shares are held on behalf of various investment funds.

  • · Dimensional Fund Advisors LP is an investment adviser registered under Section 203 of the Investment Advisers Act of 1940.
  • · The shares are held by four registered investment companies and other commingled funds, group trusts, and separate accounts (collectively, the 'Funds').
  • · Dimensional disclaims beneficial ownership of the securities; no single Fund's interest exceeds 5% of the class.
  • · The filing is made pursuant to Rule 13d-1(b) under the Securities Exchange Act of 1934.
STEPAN CO SC 13G neutral materiality 5/10

08-10-2026

Dimensional Fund Advisors LP disclosed a 5.2% beneficial ownership stake in Stepan Co (SCL) as of September 30, 2026, holding 1,192,015 shares of common stock. The filing is a Schedule 13G, indicating passive investment intent, and Dimensional disclaims beneficial ownership of the securities held by its advised funds.

  • · Dimensional Fund Advisors LP is an investment adviser registered under Section 203 of the Investment Advisers Act of 1940.
  • · The shares are held by four registered investment companies and other commingled funds, group trusts, and separate accounts.
  • · Dimensional disclaims beneficial ownership of the securities reported.
  • · No single fund's interest exceeds 5% of the class of securities.
UNIVERSAL HEALTH SERVICES INC SC 13G neutral materiality 5/10

08-10-2026

Dimensional Fund Advisors LP disclosed a 5.2% beneficial ownership stake in Universal Health Services Inc (UHS) as of September 30, 2026, holding 2,679,916 shares of common stock. The filing is a Schedule 13G, indicating passive investment intent, and Dimensional disclaims beneficial ownership of the securities held by its advised funds.

  • · Dimensional Fund Advisors LP is an investment adviser registered under Section 203 of the Investment Advisers Act of 1940.
  • · The securities are owned by various Funds advised by Dimensional, and no single Fund's interest exceeds 5% of the class.
  • · Dimensional disclaims beneficial ownership of the securities reported.
OLD SECOND BANCORP INC SC 13G neutral materiality 5/10

08-10-2026

Dimensional Fund Advisors LP disclosed a 5.1% beneficial ownership stake in Old Second Bancorp Inc as of September 30, 2026, holding 2,575,752 shares of common stock. The filing is a Schedule 13G, indicating passive investment intent, and Dimensional disclaims beneficial ownership of the securities held by its advised funds.

  • · Dimensional Fund Advisors LP holds 5.1% of Old Second Bancorp Inc's common stock.
  • · Dimensional has sole voting power over 2,531,900 shares and sole dispositive power over 2,575,752 shares.
  • · The filing is made under Rule 13d-1(b), confirming passive investment intent.
  • · Dimensional disclaims beneficial ownership of the securities, which are owned by the Funds it advises.
GAP INC SC 13G neutral materiality 3/10

08-10-2026

Dimensional Fund Advisors LP filed a Schedule 13G with the SEC on October 8, 2026, disclosing beneficial ownership of 19,186,720 shares of Gap Inc. common stock, representing 5.5% of the outstanding shares. The filing indicates the shares are held by various funds advised by Dimensional, and the firm disclaims beneficial ownership of the securities.

  • · Dimensional Fund Advisors LP is an investment adviser registered under Section 203 of the Investment Advisers Act of 1940.
  • · The shares are held by four registered investment companies and other commingled funds, group trusts, and separate accounts (collectively, the 'Funds').
  • · Dimensional disclaims beneficial ownership of the securities reported in the Schedule 13G.
  • · To Dimensional's knowledge, no single Fund holds more than 5% of the class of securities.
  • · The filing is made pursuant to Rule 13d-1(b) under the Securities Exchange Act of 1934.
American Outdoor Brands, Inc. SC 13G/A neutral materiality 4/10

08-10-2026

Dimensional Fund Advisors LP filed a Schedule 13G/A with the SEC on October 8, 2026, disclosing beneficial ownership of 693,852 shares of American Outdoor Brands, Inc. common stock, representing 5.5% of the outstanding shares. The filing is an amendment to a prior 13G and reflects a slight increase in holdings from the previously reported 679,583 shares. Dimensional disclaims beneficial ownership, stating the shares are held by various funds to which it provides investment advice.

  • · Dimensional Fund Advisors LP is an investment adviser registered under Section 203 of the Investment Advisers Act of 1940.
  • · The shares are held by four registered investment companies and other commingled funds, group trusts, and separate accounts (collectively, the 'Funds').
  • · Dimensional disclaims beneficial ownership of all securities reported.
  • · No single Fund's interest exceeds 5% of the class of securities.
  • · The filing is made pursuant to Rule 13d-1(b) under the Securities Exchange Act of 1934.
ADI GLOBAL DISTRIBUTION INC. SC 13G neutral materiality 3/10

08-10-2026

Dimensional Fund Advisors LP filed a Schedule 13G with the SEC on October 08, 2026, disclosing its beneficial ownership of ADI Global Distribution Inc. common stock as of September 30, 2026. The filing is a routine beneficial ownership disclosure by an institutional investment adviser, indicating a passive investment position in ADI Global Distribution Inc. No financial results, operational metrics, or forward-looking guidance were included in this filing.

  • · Filing is a Schedule 13G beneficial ownership report, not a financial results filing
  • · Dimensional Fund Advisors LP is the reporting entity filing on behalf of ADI Global Distribution Inc.
HF Sinclair Corp SC 13G/A neutral materiality 3/10

08-10-2026

Dimensional Fund Advisors LP filed an amended Schedule 13G with the SEC on October 8, 2026, disclosing beneficial ownership of 7,252,148 shares of HF Sinclair Corp common stock, representing 4.1% of the company's outstanding shares as of September 30, 2026. The filing is a routine disclosure of passive investment holdings, with Dimensional disclaiming beneficial ownership and stating the shares were acquired in the ordinary course of business without intent to influence control. No other material changes or financial metrics were disclosed.

  • · Dimensional Fund Advisors LP holds sole voting power over 7,124,602 shares.
  • · The filing is an amendment to a prior Schedule 13G, indicating a change in the reported ownership.
  • · Dimensional Fund Advisors LP disclaims beneficial ownership of the securities, which are held by various investment funds and accounts it advises.
Select Water Solutions, Inc. SC 13G/A neutral materiality 3/10

08-10-2026

Dimensional Fund Advisors LP filed an amended Schedule 13G with the SEC on October 8, 2026, reporting beneficial ownership of 6,331,185 shares of Select Water Solutions, Inc. common stock, representing 4.9% of the outstanding shares as of September 30, 2026. The filing indicates a decrease from the previously reported 6,222,501 shares with sole voting power, though total beneficial ownership increased slightly from the prior filing. Dimensional disclaims beneficial ownership, stating the shares are held by various funds for which it acts as investment adviser.

  • · Dimensional Fund Advisors LP disclaims beneficial ownership of the securities, which are held by various investment companies, commingled funds, group trusts, and separate accounts.
  • · No single fund's interest exceeds 5% of the class of securities.
  • · The filing is made pursuant to Rule 13d-1(b) under the Securities Exchange Act of 1934.
  • · The securities were acquired and are held in the ordinary course of business, not for the purpose of changing or influencing control of the issuer.
GCI Liberty, Inc. SC 13G neutral materiality 3/10

08-10-2026

Dimensional Fund Advisors LP filed a Schedule 13G with the SEC on October 8, 2026, disclosing its beneficial ownership of GCI Liberty, Inc. (now Liberty Capital Corp/NV) common stock as of September 30, 2026. The filing is a routine passive-investment disclosure of shareholdings and does not indicate any change in control or an acquisition. No financial performance data is included in this filing.

  • · Filing type: Schedule 13G (beneficial ownership report)
  • · Filing date: October 08, 2026
  • · Security: Common Stock
  • · Period ended: September 30, 2026
  • · Subject company: Liberty Capital Corp/NV (formerly GCI Liberty, Inc., renamed February 21, 2025)
  • · Filer: Dimensional Fund Advisors LP (Austin, TX)
  • · SIC code: Cable & Other Pay Television Services [4841]
AdaptHealth Corp. SC 13G/A neutral materiality 3/10

08-10-2026

Dimensional Fund Advisors LP filed an amended Schedule 13G with the SEC on October 8, 2026, disclosing beneficial ownership of 6,394,796 shares of AdaptHealth Corp. common stock as of September 30, 2026, representing 4.7% of shares outstanding. The filing reflects a decrease from the prior period's reported 6,261,514 shares with no short positions, indicating Dimensional's continued passive investment in the company. However, the 2.1% increase in share count (from 6,261,514 to 6,394,796) is relatively modest, suggesting no aggressive accumulation or reduction.

  • · Dimensional Fund Advisors LP disclaims beneficial ownership of the securities, which are held by various Funds it advises.
  • · The filing explicitly states the securities were acquired in the ordinary course of business and not to change or influence control of AdaptHealth.
  • · No single Fund's interest exceeds 5% of the class of securities according to Dimensional's knowledge.
FLEXSTEEL INDUSTRIES INC SC 13G/A neutral materiality 3/10

08-10-2026

Dimensional Fund Advisors LP filed a Schedule 13G/A with the SEC on October 8, 2026, disclosing beneficial ownership of 331,925 shares of Flexsteel Industries Inc (FLXS) common stock as of September 30, 2026. This represents 8.1% of the outstanding shares, an increase from the prior filing's 327,497 shares. The filing is an amendment to a previous 13G and reflects Dimensional's passive investment in the company.

  • · Dimensional Fund Advisors LP is an investment adviser registered under Section 203 of the Investment Advisers Act of 1940.
  • · The shares are held by various Funds advised by Dimensional, and Dimensional disclaims beneficial ownership of the securities.
  • · No single Fund's interest exceeds 5% of the class of securities.
  • · The filing is made pursuant to Rule 13d-1(b), indicating passive investment intent.
Carter Bankshares, Inc. SC 13G/A neutral materiality 3/10

08-10-2026

Dimensional Fund Advisors LP filed an amended Schedule 13G with the SEC on October 8, 2026, disclosing beneficial ownership of 1,364,215 shares of Carter Bankshares, Inc. common stock, representing 6.2% of the company's outstanding shares as of September 30, 2026. The filing indicates a slight decrease in shares from the prior reported amount of 1,343,572, though the percentage ownership remained at 6.2%. Dimensional disclaims beneficial ownership, stating the shares are held by its advised funds, and the filing is made in the ordinary course of business without intent to control the issuer.

  • · Dimensional Fund Advisors LP is an investment adviser registered under Section 203 of the Investment Advisers Act of 1940.
  • · The shares are held by four investment companies and other commingled funds, group trusts, and separate accounts (collectively, the 'Funds').
  • · Dimensional disclaims beneficial ownership of the securities.
  • · No single Fund's interest exceeds 5% of the class of securities.
  • · The filing is made pursuant to Rule 13d-1(b).
National Vision Holdings, Inc. SC 13G neutral materiality 5/10

08-10-2026

Dimensional Fund Advisors LP filed a Schedule 13G with the SEC on October 8, 2026, disclosing beneficial ownership of 4,060,926 shares of National Vision Holdings, Inc. (EYE) common stock as of September 30, 2026, representing a 5.1% stake. The filing indicates Dimensional holds the shares on behalf of various funds and disclaims beneficial ownership, noting the securities were acquired in the ordinary course of business and not to influence control.

  • · Dimensional Fund Advisors LP is an investment adviser registered under Section 203 of the Investment Advisers Act of 1940.
  • · The shares are held by four registered investment companies and other commingled funds, group trusts, and separate accounts (collectively, the 'Funds').
  • · Dimensional disclaims beneficial ownership of the securities; no single Fund's interest exceeds 5% of the class.
  • · The filing is made under Rule 13d-1(b) and certifies the securities were not acquired to change or influence control of the issuer.
Sally Beauty Holdings, Inc. SC 13G/A neutral materiality 5/10

08-10-2026

Dimensional Fund Advisors LP filed an amended Schedule 13G with the SEC on October 8, 2026, disclosing beneficial ownership of 6,103,240 shares of Sally Beauty Holdings, Inc. common stock, representing 6.5% of the outstanding shares. The filing reflects a decrease from the prior reported amount of 5,984,187 shares (which was likely the previous beneficial ownership figure), indicating a net increase of 119,053 shares. Dimensional disclaims beneficial ownership and holds the shares on behalf of various investment funds and accounts in the ordinary course of business.

  • · Dimensional Fund Advisors LP disclaims beneficial ownership of the securities; all shares are owned by the Funds it advises.
  • · The filing is an amendment to a prior Schedule 13G, indicating a change in ownership.
  • · Dimensional has sole voting power over 5,984,187 shares and sole dispositive power over 6,103,240 shares.
  • · No single fund advised by Dimensional holds more than 5% of the class of securities.
Marqeta, Inc. SC 13G/A neutral materiality 3/10

08-10-2026

Dimensional Fund Advisors LP filed a Schedule 13G/A with the SEC on October 8, 2026, disclosing beneficial ownership of 1,945,929 shares of Marqeta, Inc. common stock as of September 30, 2026, representing approximately 2.0% of the outstanding shares. This is an amendment to a previous filing and reflects a slight decrease from the prior reported position of 1,862,448 shares, indicating a net increase of 83,481 shares during the period.

  • · Dimensional Fund Advisors LP is an investment adviser registered under Section 203 of the Investment Advisors Act of 1940.
  • · The shares are held by various Funds advised by Dimensional; Dimensional disclaims beneficial ownership of the securities.
  • · No single Fund's interest exceeds 5% of the class of securities.
  • · The filing is made pursuant to Rule 13d-1(b) under the Securities Exchange Act of 1934.
Bloomin' Brands, Inc. SC 13G neutral materiality 5/10

08-10-2026

Dimensional Fund Advisors LP filed a Schedule 13G with the SEC on October 8, 2026, disclosing beneficial ownership of 4,414,399 shares of Bloomin' Brands, Inc. common stock, representing a 5.2% stake as of September 30, 2026. The filing indicates that Dimensional Fund Advisors LP holds the shares on behalf of various funds and disclaims beneficial ownership. No period-over-period comparisons are available as this is an initial filing.

  • · Dimensional Fund Advisors LP is an investment adviser registered under Section 203 of the Investment Advisers Act of 1940.
  • · The shares are held by four investment companies registered under the Investment Company Act of 1940, as well as other commingled funds, group trusts, and separate accounts.
  • · Dimensional Fund Advisors LP disclaims beneficial ownership of the securities reported.
  • · The filing is made pursuant to Rule 13d-1(b) under the Securities Exchange Act of 1934.
Hilton Grand Vacations Inc. SC 13G neutral materiality 5/10

08-10-2026

Dimensional Fund Advisors LP filed a Schedule 13G with the SEC on October 8, 2026, disclosing beneficial ownership of 4,065,695 shares of Hilton Grand Vacations Inc. common stock, representing 5.2% of the outstanding shares. The filing indicates Dimensional holds the shares on behalf of various investment funds and disclaims beneficial ownership of the securities.

  • · Dimensional Fund Advisors LP disclaims beneficial ownership of the reported securities, which are owned by various investment funds.
  • · Dimensional Fund Advisors LP has sole voting power over 3,983,951 shares and sole dispositive power over 4,065,695 shares.
  • · The filing is made pursuant to Rule 13d-1(b), indicating the shares were acquired in the ordinary course of business and not to change or influence control of the issuer.
FORTUNA MINING CORP. SC 13G/A neutral materiality 5/10

08-10-2026

Dimensional Fund Advisors LP filed a Schedule 13G/A with the SEC on October 8, 2026, disclosing beneficial ownership of 18,429,523 common shares of Fortuna Mining Corp. (FSM), representing 6.2% of the outstanding shares. The filing indicates Dimensional acquired the shares in the ordinary course of business and disclaims beneficial ownership, as the shares are held by various funds it advises.

  • · Dimensional Fund Advisors LP is an investment adviser registered under Section 203 of the Investment Advisers Act of 1940.
  • · The shares are held by four registered investment companies, commingled funds, group trusts, and separate accounts advised by Dimensional.
  • · Dimensional disclaims beneficial ownership of the securities reported.
  • · To Dimensional's knowledge, no single fund exceeds 5% of the class of securities.
NAVIENT CORP SC 13G/A neutral materiality 3/10

08-10-2026

Dimensional Fund Advisors LP filed an amended Schedule 13G with the SEC on October 8, 2026, disclosing beneficial ownership of 4,506,577 shares of Navient Corp common stock, representing 4.8% of the outstanding shares as of September 30, 2026. The filing indicates a slight increase in holdings from 4,408,313 shares (4.8%) previously reported, though the percentage ownership remained flat at 4.8%.

  • · Dimensional Fund Advisors LP is an investment adviser registered under Section 203 of the Investment Advisers Act of 1940.
  • · The shares are held by various Funds (investment companies, trusts, and separate accounts) to which Dimensional provides investment advice.
  • · Dimensional disclaims beneficial ownership of the securities reported in the filing.
  • · No single Fund's interest exceeds 5% of the class of securities.
  • · The filing is made pursuant to Rule 13d-1(b) under the Securities Exchange Act of 1934.
Teladoc Health, Inc. SC 13G neutral materiality 3/10

08-10-2026

Dimensional Fund Advisors LP disclosed a 5.0% beneficial ownership stake in Teladoc Health, Inc. as of September 30, 2026, holding 9,100,047 shares of common stock. The filing is a routine Schedule 13G under Rule 13d-1(b), indicating passive investment intent, and Dimensional disclaims beneficial ownership of the shares held by its advised funds.

  • · Dimensional Fund Advisors LP is an investment adviser registered under Section 203 of the Investment Advisers Act of 1940.
  • · The shares are held by four registered investment companies and other commingled funds, group trusts, and separate accounts (collectively, the 'Funds').
  • · Dimensional disclaims beneficial ownership of the securities reported in this Schedule 13G.
  • · No single Fund's interest exceeds 5% of the class of securities, to Dimensional's knowledge.
  • · The filing is made pursuant to Rule 13d-1(b), indicating passive investment intent, not for changing or influencing control of the issuer.
Ameresco, Inc. SC 13G neutral materiality 5/10

08-10-2026

Dimensional Fund Advisors LP filed a Schedule 13G with the SEC on October 8, 2026, disclosing beneficial ownership of 1,815,018 shares of Ameresco, Inc. common stock, representing 5.2% of the outstanding shares. The filing indicates Dimensional holds the shares on behalf of various investment funds and disclaims beneficial ownership, noting the securities were acquired in the ordinary course of business and not with the intent to influence control.

  • · Dimensional Fund Advisors LP is an investment adviser registered under Section 203 of the Investment Advisors Act of 1940.
  • · The shares are held by four registered investment companies and other commingled funds, group trusts, and separate accounts.
  • · Dimensional disclaims beneficial ownership of the securities reported.
  • · No single fund's interest exceeds 5% of the class of securities.
National Bank Holdings Corp SC 13G neutral materiality 4/10

08-10-2026

Dimensional Fund Advisors LP filed a Schedule 13G with the SEC on October 8, 2026, disclosing beneficial ownership of 2,459,995 shares of National Bank Holdings Corp (NBHC) common stock as of September 30, 2026, representing a 5.5% stake. The filing indicates Dimensional holds the shares on behalf of various investment funds and disclaims beneficial ownership, with the position acquired in the ordinary course of business and not for control purposes.

  • · Dimensional Fund Advisors LP is an investment adviser registered under Section 203 of the Investment Advisors Act of 1940.
  • · The shares are held by four registered investment companies and other commingled funds, group trusts, and separate accounts.
  • · Dimensional disclaims beneficial ownership of all securities reported in the filing.
  • · No single fund's interest exceeds 5% of the class of securities.
  • · The filing is made under Rule 13d-1(b), indicating passive investment intent.
Bank of Queensland Ltd. SC 13G neutral materiality 3/10

08-10-2026

Dimensional Fund Advisors LP disclosed a 5.1% beneficial ownership stake in Bank of Queensland Ltd. as of September 30, 2026, holding 33,839,013 common shares. The filing is a Schedule 13G indicating passive investment intent, with Dimensional disclaiming beneficial ownership of the securities held by its advised funds.

  • · Dimensional Fund Advisors LP is an investment adviser registered under Section 203 of the Investment Advisors Act of 1940.
  • · The shares are held by various Funds advised by Dimensional, with no single Fund exceeding 5% of the class of securities.
  • · Dimensional disclaims beneficial ownership of the securities reported in the Schedule 13G.
  • · The filing was made pursuant to Rule 13d-1(b), indicating the securities were acquired in the ordinary course of business and not with the purpose of changing or influencing control of the issuer.
Koppers Holdings Inc. SC 13G/A neutral materiality 3/10

08-10-2026

Dimensional Fund Advisors LP filed a Schedule 13G/A with the SEC on October 8, 2026, disclosing beneficial ownership of 1,265,529 shares of Koppers Holdings Inc. common stock, representing 6.7% of the outstanding shares. The filing indicates a slight increase in holdings from 1,240,909 shares reported previously, reflecting a 2.0% increase in share count.

  • · Dimensional Fund Advisors LP disclaims beneficial ownership of the securities, which are owned by the Funds it advises.
  • · No single Fund's interest exceeds 5% of the class of securities.
  • · The filing is made pursuant to Rule 13d-1(b) under the Securities Exchange Act of 1934.
Community West Bancshares SC 13G neutral materiality 3/10

08-10-2026

Dimensional Fund Advisors LP disclosed a 5.1% beneficial ownership stake in Community West Bancshares (CWBC) as of September 30, 2026, holding 1,370,476 shares of common stock. The filing is a routine Schedule 13G disclosure under Rule 13d-1(b), with Dimensional explicitly disclaiming beneficial ownership and stating the shares are held by client funds in the ordinary course of business, not for control purposes.

  • · Dimensional Fund Advisors LP is an SEC-registered investment adviser under Section 203 of the Investment Advisers Act of 1940.
  • · The shares are held across multiple investment companies, commingled funds, group trusts, and separate accounts (collectively 'Funds'), with no single Fund exceeding 5% of the class.
  • · Dimensional disclaims beneficial ownership for any purpose other than Section 13(d) of the Securities Exchange Act of 1934.
  • · The filing certifies the securities were acquired and are held in the ordinary course of business, not for changing or influencing control of the issuer.
MAXIMUS, INC. SC 13G neutral materiality 5/10

08-10-2026

Dimensional Fund Advisors LP filed a Schedule 13G with the SEC on October 8, 2026, disclosing beneficial ownership of 2,666,222 shares of Maximus, Inc. common stock, representing a 5.1% stake as of September 30, 2026. The filing indicates Dimensional holds the shares on behalf of various investment funds and disclaims beneficial ownership. No prior period comparison is available in this filing.

  • · Dimensional Fund Advisors LP is an investment adviser registered under Section 203 of the Investment Advisors Act of 1940.
  • · The shares are held by four registered investment companies and other commingled funds, group trusts, and separate accounts.
  • · Dimensional disclaims beneficial ownership of the securities reported.
  • · No single fund's interest exceeds 5% of the class of securities.
CIVISTA BANCSHARES, INC. SC 13G neutral materiality 3/10

08-10-2026

Dimensional Fund Advisors LP filed a Schedule 13G with the SEC on October 8, 2026, disclosing its beneficial ownership of Civista Bancshares, Inc. (CIVB) common stock. The filing reflects Dimensional's passive investment position in Civista, a state commercial bank holding company based in Sandusky, Ohio. No financial figures, ownership percentages, or share counts were disclosed in the provided filing content.

  • · Filing is a Schedule 13G (SC 13G) beneficial ownership report filed by Dimensional Fund Advisors LP
  • · Subject company: Civista Bancshares, Inc. (CIK 0000944745), a state commercial bank incorporated in Ohio
  • · Civista Bancshares was formerly known as First Citizens Banc Corp /OH (name change effective 1995-05-02)
  • · Filing date: October 08, 2026; SEC file number 005-53073
ZIFF DAVIS, INC. SC 13G/A neutral materiality 2/10

08-10-2026

Dimensional Fund Advisors LP filed a Schedule 13G/A with the SEC on October 08, 2026, disclosing its beneficial ownership in Ziff Davis, Inc. (ZD), formerly known as J2 Global, Inc. The filing is an amendment to a prior Schedule 13G and reflects Dimensional Fund Advisors' ongoing position in the company. No financial results or operational metrics were included in this filing.

  • · Filing is an amendment (SC 13G/A) to a Schedule 13G beneficial ownership report
  • · Filing date: October 08, 2026
  • · Subject company: Ziff Davis, Inc. (CIK 0001084048), formerly J2 Global, Inc. (name changed 2011-12-06)
  • · Filer: Dimensional Fund Advisors LP (CIK 0000354204), based in Austin, TX
NWPX Infrastructure, Inc. SC 13G/A neutral materiality 3/10

08-10-2026

Dimensional Fund Advisors LP filed an amended Schedule 13G with the SEC on October 8, 2026, disclosing beneficial ownership of 549,856 shares of NWPX Infrastructure, Inc. common stock, representing 5.7% of the company. The shares are held by various funds and accounts advised by Dimensional, which disclaims beneficial ownership. This is a routine disclosure of passive investment and does not indicate any change in control or active engagement.

  • · Dimensional Fund Advisors LP is an investment adviser registered under Section 203 of the Investment Advisers Act of 1940.
  • · The shares are held by four registered investment companies and other commingled funds, group trusts, and separate accounts advised by Dimensional.
  • · Dimensional disclaims beneficial ownership of the securities reported in the Schedule 13G.
  • · To Dimensional's knowledge, no single fund's interest exceeds 5% of the class of securities.
  • · The filing is made under Rule 13d-1(b), indicating passive investment intent.
ENCORE CAPITAL GROUP INC SC 13G neutral materiality 5/10

08-10-2026

Dimensional Fund Advisors LP disclosed a 5.2% passive beneficial ownership stake in Encore Capital Group Inc (ECPG) as of September 30, 2026, holding 1,107,340 shares of common stock. The filing is a routine Schedule 13G indicating the shares were acquired in the ordinary course of business and not for control purposes.

  • · Dimensional Fund Advisors LP is a registered investment adviser under Section 203 of the Investment Advisers Act of 1940.
  • · The shares are held by various Funds (investment companies, trusts, and separate accounts) to which Dimensional provides investment advice.
  • · Dimensional disclaims beneficial ownership of the securities; the filing is made under Rule 13d-1(b) (passive investor exemption).
  • · No single Fund's interest exceeds 5% of the class of securities.
ORRSTOWN FINANCIAL SERVICES INC SC 13G neutral materiality 5/10

08-10-2026

Dimensional Fund Advisors LP disclosed a 5.1% beneficial ownership stake in Orrstown Financial Services Inc as of September 30, 2026, holding 1,011,471 shares of common stock. The filing is a Schedule 13G, indicating passive investment intent, and Dimensional disclaims beneficial ownership of the securities held by its advised funds.

  • · Dimensional Fund Advisors LP is an investment adviser registered under Section 203 of the Investment Advisers Act of 1940.
  • · The shares are held by four registered investment companies and other commingled funds, group trusts, and separate accounts (collectively, the 'Funds').
  • · Dimensional disclaims beneficial ownership of the securities; all reported shares are owned by the Funds.
  • · No single Fund's interest exceeds 5% of the class of securities.
  • · The filing is made pursuant to Rule 13d-1(b), confirming passive investment intent.
Strategic Education, Inc. SC 13G/A neutral materiality 3/10

08-10-2026

Dimensional Fund Advisors LP filed an amended Schedule 13G with the SEC disclosing beneficial ownership of 1,466,491 shares of Strategic Education, Inc. (STRA) as of September 30, 2026, representing a 6.6% stake. The filing indicates a decrease from the prior filing (which reported 1,441,366 shares), though the overall ownership percentage remained at 6.6%. Dimensional Fund Advisors disclaims beneficial ownership, stating the securities are held by client funds in the ordinary course of business and not for control purposes.

  • · Dimensional Fund Advisors LP is an investment adviser registered under Section 203 of the Investment Advisers Act of 1940.
  • · The filing is made pursuant to Rule 13d-1(b) under the Securities Exchange Act of 1934.
  • · Dimensional Fund Advisors LP disclaims beneficial ownership, noting the securities are owned by client funds (investment companies, trusts, and separate accounts).
  • · No single client fund's interest exceeds 5% of the class of securities.
  • · The filing certifies the securities were not acquired to change or influence control of the issuer.
ENTERPRISE FINANCIAL SERVICES CORP SC 13G/A neutral materiality 3/10

08-10-2026

Dimensional Fund Advisors LP filed an amended Schedule 13G with the SEC on October 8, 2026, disclosing its beneficial ownership position in Enterprise Financial Services Corp (EFSCP), a state commercial bank formerly known as EnterBank Holdings Inc. The filing reflects Dimensional's ongoing passive investment in the company, with the fund advisor reporting as a major shareholder. No financial figures, ownership percentages, or period-over-period changes were included in the provided filing content.

  • · Filing is an amendment (SC 13G/A) to a Schedule 13G beneficial ownership report
  • · Dimensional Fund Advisors LP is the reporting filer (filed by)
  • · Subject company: Enterprise Financial Services Corp (CIK 0001025835), formerly Enterbank Holdings Inc (name change 1996-10-24)
  • · Filing date: October 08, 2026; SEC file number 005-56835
Mativ Holdings, Inc. SC 13G neutral materiality 3/10

08-10-2026

Dimensional Fund Advisors LP disclosed a 5.1% beneficial ownership stake in Mativ Holdings, Inc. as of September 30, 2026, holding 2,789,161 shares of common stock. The filing is a routine Schedule 13G by an investment adviser, indicating the shares are held for investment purposes and not to influence control of the issuer.

  • · Dimensional Fund Advisors LP is an investment adviser registered under the Investment Advisers Act of 1940.
  • · The shares are held by four registered investment companies and other commingled funds, group trusts, and separate accounts (collectively, the 'Funds').
  • · Dimensional disclaims beneficial ownership of the securities; all securities are owned by the Funds.
  • · No single Fund's interest exceeds 5% of the class of securities.
  • · The filing is made pursuant to Rule 13d-1(b) under the Securities Exchange Act of 1934.
UPBOUND GROUP, INC. SC 13G neutral materiality 3/10

08-10-2026

Dimensional Fund Advisors LP filed a Schedule 13G disclosing beneficial ownership of 3,119,714 shares of Upbound Group, Inc. (UPBD) common stock, representing a 5.4% stake as of September 30, 2026. The filing is a routine disclosure of a passive investment exceeding the 5% threshold, and Dimensional explicitly disclaims beneficial ownership, stating the shares are held by client funds in the ordinary course of business with no intent to influence control.

  • · Dimensional Fund Advisors LP is an SEC-registered investment adviser.
  • · The shares are held by four registered investment companies and other commingled funds, group trusts, and separate accounts (collectively, the 'Funds').
  • · Dimensional disclaims beneficial ownership; the Funds retain the right to receive dividends and sale proceeds.
  • · No single Fund's interest exceeds 5% of the class of securities.
  • · The filing is made under Rule 13d-1(b) for passive investment, with no control intent.
SCHOLASTIC CORP SC 13G/A neutral materiality 4/10

08-10-2026

Dimensional Fund Advisors LP filed an amended Schedule 13G disclosing beneficial ownership of 1,676,235 shares of Scholastic Corp (SCHL) as of September 30, 2026, representing 9.5% of the outstanding common stock. Dimensional disclaims beneficial ownership, stating the shares are held by client funds for which it provides investment advice, and certifies the holdings are not intended to influence control of Scholastic.

  • · Dimensional Fund Advisors LP is an investment adviser registered under Section 203 of the Investment Advisors Act of 1940.
  • · The shares are held across four investment companies registered under the Investment Company Act of 1940, plus other commingled funds, group trusts, and separate accounts.
  • · Dimensional disclaims beneficial ownership of the securities, stating they are owned by the underlying Funds.
  • · No single Fund's interest exceeds 5% of the class of securities.
  • · Dimensional certifies the securities were acquired and are held in the ordinary course of business, not to influence control of Scholastic.

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