US Activist Hedge Fund Institutional SEC 13D 13G — July 14, 2026

14-07-2026

Northern Right Capital Management, L.P. and related parties filed Amendment No. 15 to Schedule 13D with the SEC on July 14, 2026, disclosing aggregate beneficial ownership of 6,211,072 shares of Great Elm Group, Inc. common stock, representing approximately 19.1% of outstanding shares. The filing also reveals a Forbearance Agreement dated July 10, 2026, under which Northern Right QP, NRC LO, and Matthew Drapkin agreed not to convert their PIK Notes into common stock until July 15, 2027, effectively deferring potential dilution of over 1.08 million shares.

• · The Forbearance Agreement was entered into on July 10, 2026, supplementing a prior letter agreement dated December 6, 2024.
• · The Forbearance End Date of July 15, 2027 may be extended by each holder with the Issuer's prior written consent.
• · The Forbearance Agreement may only be amended or terminated by a written amendment with no less than 61 days' prior written notice to the Issuer.
• · The aggregate percentage calculation is based on 32,539,020 shares outstanding, derived from 31,357,008 shares outstanding as of April 30, 2026 plus 1,182,012 shares issuable upon maximum conversion of PIK Notes held by Reporting Persons.
• · Matthew Drapkin was awarded 114,286 restricted shares on January 8, 2026; 57,143 remain unvested within 60 days of the filing date.
• · BC Advisors, LLC (BCA) disclaims beneficial ownership of shares held by Northern Right QP, NRC LO, and Managed Accounts except to the extent of its pecuniary interest.

14-07-2026

Garden Investment Management, L.P. and affiliated entities filed a Schedule 13D disclosing beneficial ownership of 3,380,845 shares of Midera Food Processing, Inc. (formerly Middleby Food Processing, Inc.), representing 7.5% of the outstanding common stock. The shares were acquired in connection with the spin-off of Middleby's food processing business on July 6, 2026, where each Middleby shareholder received one share of Midera for each Middleby share held. The filing also notes that Brian Jacoby, a founding partner of Garden Investment Management, was appointed to Midera's board of directors effective immediately prior to the spin-off.

• · The spin-off was completed on July 6, 2026, with a record date of June 26, 2026.
• · Common stock began trading on Nasdaq on July 7, 2026.
• · The Reporting Persons have no present plan or proposal for any of the actions described in Item 4 subparagraphs (a)-(j) of Schedule 13D.
• · No transactions in common stock were effected by the Reporting Persons during the past 60 days, other than the spin-off acquisition.
• · The filing includes a joint filing agreement among the Reporting Persons.

14-07-2026

Goldenwise Capital Group Ltd, a Hong Kong-based investment manager, disclosed a 6.9% beneficial ownership stake in Phunware, Inc. (PHUN) via a Schedule 13D/A filed July 14, 2026. The filing details an activist campaign: Goldenwise sent an open letter to the board on July 9, 2026, criticizing Chairman Elliot Han's governance, citing a stock decline from ~$10 to ~$1.9 since January 2024, $120M raised with market cap now ~$40M, and proposing four director candidates. While Goldenwise has accumulated 1,404,176 shares at an aggregate cost of ~$2.69M, the company's market cap has declined by ~$80M over 2.5 years and the board has reportedly not engaged constructively, with Chairman Han not responding to over 10 emails.

• · Goldenwise has been a shareholder since December 2025.
• · The open letter criticizes the 'Elliot Han Governance Model' and cites multiple CEO transitions, constant strategy shifts, and failure to achieve product-market fit.
• · Goldenwise sent more than 10 emails to Chairman Han over three months with no reply.
• · The board has relied on two counsel to manage all email communications and has not responded directly to any emails or phone messages.
• · Goldenwise may nominate director candidates and conduct a proxy solicitation for the 2026 Annual Meeting if no resolution is reached.
• · Goldenwise is also evaluating the exercise of shareholder rights including inspection of books and records (Section 220).
• · The filing includes a detailed transaction schedule showing purchases and sales from May 11 to July 8, 2026, with prices ranging from $1.89 to $2.50 per share.
• · Goldenwise's aggregate purchase cost was approximately USD $2,690,523 including brokerage commissions.
• · The company's market cap is now less than 50% of the cash on its balance sheet, implying a large negative value for the operating business.
• · Chairman Han's cumulative compensation from Phunware is estimated to exceed USD 630,000 since January 2024, more than USD 250,000 per year.

14-07-2026

Gold Sino Assets Ltd and Mr. Chung Yao Yin filed Amendment No. 3 to Schedule 13D, disclosing that following the death of Mr. Yin's father, Mr. Yin's mother assigned her one-third entitlement in Gold Sino shares to Mr. Yin on June 22, 2026. As a result, Mr. Yin may now be deemed to beneficially own 10,598,129 ordinary shares (51.41% of the class), while Gold Sino directly holds 10,103,591 shares (49.01%). The filing also notes Mr. Yin's undertaking to procure equity investments in Gogoro of NTD$2,500 million by December 31, 2026, with the first tranche of 5,300,000 shares for ~US$16.7 million already completed in March 2026.

• · Mr. Yin's mother assigned her one-third entitlement in Gold Sino shares to Mr. Yin on June 22, 2026.
• · Gold Sino holds 9,561,657 ordinary shares directly plus 541,934 warrant shares.
• · Mr. Yin also controls Peng-Lin Investment Co., Ltd., which holds 494,538 ordinary shares.
• · The first equity investment under the Undertaking was completed March 2026: 5,300,000 shares issued to Gold Sino for ~US$16.7 million.
• · No transactions in ordinary shares were effected by the Reporting Persons during the past 60 days.
• · The filing is an initial Schedule 13D for Mr. Yin as an individual reporting person.

14-07-2026

Franklin Resources, Inc. and its wholly-owned subsidiary BSP Fund HoldCo (Debt Strategy) L.P. disclosed a 55.6% beneficial ownership stake in Franklin BSP Lending Fund via an amended Schedule 13D/A filed on July 14, 2026. The stake consists of 75,000 Class I Shares acquired on January 29, 2026 for $750,000. The filing notes no plans to acquire or dispose of additional securities and no transactions in the past 60 days.

• · The filing is an amendment (SC 13D/A) to a prior Schedule 13D filed on February 10, 2026.
• · HoldCo acquired the shares using its own working capital to support the Issuer's investment strategy.
• · Franklin Resources, Inc. and the principal shareholders disclaim beneficial ownership of the shares held by HoldCo.
• · No transactions in the past 60 days.
• · The Reporting Persons have no current plans or proposals for actions described in Item 4 of Schedule 13D.

14-07-2026

Juniper Capital entities and Edward Geiser filed a Schedule 13G/A disclosing beneficial ownership of 31,387,326 common shares of Baytex Energy Corp., representing 4.40% of shares outstanding as of June 30, 2026. The filing is a routine amendment under Rule 13d-1(c) and certifies the shares were not acquired to change or influence control of the issuer.

• · The filing is an amendment to a Schedule 13G originally filed June 21, 2023.
• · JSTX Holdings, LLC directly holds the 31,387,326 common shares.
• · Juniper Capital Advisors, L.P. is a registered investment adviser under the Investment Advisers Act of 1940.
• · The ownership percentage is based on 712,593,536 shares outstanding as of June 19, 2026, per a Form 6-K filed June 26, 2026.

14-07-2026

Dalton Investments, Inc. filed a Schedule 13G with the SEC on July 14, 2026, disclosing beneficial ownership of 2,127,195 shares of TaskUs, Inc. common stock, representing approximately 5.82% of the outstanding shares as of June 30, 2026. The filing indicates a passive investment intent, with the securities acquired and held in the ordinary course of business without the purpose of changing or influencing control of the issuer.

• · The filing is made under Rule 13d-1(b), indicating a passive investment intent.
• · Dalton Investments, Inc. is a corporation formed in the State of Nevada with principal business office at 360 N Pacific Coast Highway Suite 1060, El Segundo, CA 90245.
• · The shares were acquired and are held in the ordinary course of business, not for the purpose of changing or influencing control of the issuer.

14-07-2026

Harper Asset Management LLC filed an amended Schedule 13G with the SEC on July 14, 2026, disclosing beneficial ownership of 3,748,030 common shares of INNOVATIVE FOOD HOLDINGS INC (IVFH), representing a 6.9% stake. The amendment corrects the effective date from March 31, 2026, to June 30, 2026, and clarifies that no material change in holdings occurred between December 31, 2025, and March 31, 2026, making the prior filing unnecessary.

• · The filing is an amendment (13G/A) to correct the effective date from March 31, 2026 to June 30, 2026.
• · Harper Asset Management LLC holds 3,748,030 common shares, representing 6.9% of the outstanding class.
• · Of the total shares, 2,923,785 are shared voting power and 824,245 are shared dispositive power.
• · The filer certifies the shares were not acquired to change or influence control of the issuer.
• · No material change in holdings occurred between December 31, 2025 and March 31, 2026.

14-07-2026

Dimensional Fund Advisors LP disclosed a 5.1% beneficial ownership stake in Elanco Animal Health Inc as of June 30, 2026, holding 25,417,271 shares of common stock. The filing is a routine Schedule 13G by an investment adviser, indicating passive investment intent. No material change in business operations or strategy is implied.

• · Dimensional Fund Advisors LP disclaims beneficial ownership of the securities; all shares are owned by the Funds it advises.
• · No single Fund's interest exceeds 5% of the class of securities.
• · The filing is made under Rule 13d-1(b), confirming passive investment intent.

14-07-2026

Dimensional Fund Advisors LP filed an amended Schedule 13G with the SEC on July 14, 2026, reporting that as of June 30, 2026, it beneficially owns 0 shares of Sun Country Airlines Holdings, Inc. common stock, representing 0.0% of the class. The filing indicates Dimensional has completely exited its position in the airline, as it previously held shares on behalf of its client funds but now reports zero beneficial ownership.

• · 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 disclaims beneficial ownership of the securities reported; all securities are owned by the Funds it advises.
• · To Dimensional's knowledge, no single Fund's interest exceeds 5% of the class of securities.

14-07-2026

Dimensional Fund Advisors LP filed a Schedule 13G/A with the SEC on July 14, 2026, reporting beneficial ownership of 6,585,047 shares of Ecovyst Inc. common stock, representing 6.0% of the outstanding shares. The filing indicates a passive investment intent, with Dimensional disclaiming beneficial ownership of the securities held by its client 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, and Dimensional disclaims beneficial ownership.
• · No single Fund's interest exceeds 5% of the class of securities.

14-07-2026

Dimensional Fund Advisors LP filed a Schedule 13G/A with the SEC on July 14, 2026, disclosing beneficial ownership of 9,195,469 shares of MasterBrand, Inc. common stock, representing 4.5% of the outstanding shares. The filing reflects a decrease from the prior reported position of 8,997,218 shares (implied prior percentage not disclosed), indicating net selling activity by the fund.

• · Dimensional Fund Advisors LP disclaims beneficial ownership of the securities, stating they are owned by the Funds it advises.
• · No single Fund advised by Dimensional 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.
• · The securities were acquired and are held in the ordinary course of business, not with the purpose of changing or influencing control of the issuer.

14-07-2026

Dimensional Fund Advisors LP filed a Schedule 13G/A with the SEC on July 14, 2026, disclosing beneficial ownership of 8,058,153 shares of DXC Technology Co common stock, representing 5.0% of the outstanding shares. The filing reflects a slight increase from the previously reported 7,857,094 shares (the prior amount is inferred from the filing), indicating a modest uptick in Dimensional's stake. 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 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) under the Securities Exchange Act of 1934.

14-07-2026

Dimensional Fund Advisors LP filed a Schedule 13G/A with the SEC on July 14, 2026, disclosing beneficial ownership of 3,634,379 shares of Brighthouse Financial, Inc. common stock, representing 6.3% of the outstanding shares. The filing reflects an increase from the prior reported amount of 3,571,559 shares, indicating a net addition of approximately 62,820 shares. Dimensional Fund Advisors LP disclaims beneficial ownership, stating the shares are held by various funds and accounts for which it serves as investment adviser.

• · 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 disclaims beneficial ownership of the securities reported.
• · To Dimensional's knowledge, no single fund exceeds 5% of the class of securities.
• · The filing is made pursuant to Rule 13d-1(b) under the Securities Exchange Act of 1934.

14-07-2026

Dimensional Fund Advisors LP filed a Schedule 13G/A disclosing beneficial ownership of 5,310,075 shares of Navient Corp common stock as of June 30, 2026, representing 5.6% of the outstanding shares. The filing indicates a slight decrease in reported shares compared to a prior amount of 5,204,018 shares (which may reflect a different reporting basis), while Dimensional disclaims beneficial ownership and holds the shares on behalf of various funds.

• · Dimensional Fund Advisors LP disclaims beneficial ownership of the securities; all shares are held by various Funds.
• · Sole voting power is reported as 5,204,018 shares, while shared voting power is 0.
• · The filing is an amendment (Schedule 13G/A) and was made pursuant to Rule 13d-1(b).
• · No single Fund's interest exceeds 5% of the class of securities.

14-07-2026

Dimensional Fund Advisors LP disclosed a 5.2% beneficial ownership stake in AdvanSix Inc. (ASIX) as of June 30, 2026, holding 1,407,349 shares of common stock. The filing was made under Rule 13d-1(b) as a passive investment, and Dimensional disclaims beneficial ownership of the securities held by its client funds.

• · The filing was made as a Schedule 13G, indicating a passive investment intent.
• · Dimensional Fund Advisors LP disclaims beneficial ownership of all securities reported; shares are owned by client funds.

14-07-2026

Dimensional Fund Advisors LP filed an amended Schedule 13G with the SEC on July 14, 2026, disclosing beneficial ownership of 3,298,912 shares of Rayonier Advanced Materials Inc. (RYAM) common stock, representing 4.9% of the outstanding shares as of June 30, 2026. The filing indicates a slight increase in holdings from the prior period (3,230,366 shares), though the overall stake remains below the 5% threshold.

• · 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 or managed by Dimensional; no single Fund's interest exceeds 5% of the class.
• · Dimensional disclaims beneficial ownership of the securities reported in the filing.
• · The filing is made pursuant to Rule 13d-1(b) under the Securities Exchange Act of 1934.

14-07-2026

Dimensional Fund Advisors LP disclosed a 8.0% beneficial ownership stake in Marqeta, Inc. as of June 30, 2026, holding 7,795,866 shares. 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 various funds advised by Dimensional, and no single fund's interest exceeds 5% of the class.
• · Dimensional disclaims beneficial ownership of the securities reported.

14-07-2026

Dimensional Fund Advisors LP filed an amended Schedule 13G with the SEC on July 14, 2026, reporting beneficial ownership of 1,427,553 shares of Boston Omaha Corp (BOC) common stock as of June 30, 2026, representing a 4.8% stake. The filing reflects a slight increase from the previously reported 1,396,422 shares, indicating a modest accumulation of shares by the investment adviser.

• · Dimensional Fund Advisors LP disclaims beneficial ownership of the securities; all reported shares are owned by the Funds it advises.
• · The filing is made pursuant to Rule 13d-1(b) and certifies that the securities were acquired and are held in the ordinary course of business, not to change or influence control of the issuer.
• · No single fund advised by Dimensional holds more than 5% of the class of securities.

14-07-2026

Dimensional Fund Advisors LP disclosed a 5.2% beneficial ownership stake in Hillman Solutions Corp (formerly Hillman Group, Inc.) as of June 30, 2026, holding 10,195,613 shares of common stock. The filing is a Schedule 13G submitted under Rule 13d-1(b), indicating passive investment intent, and Dimensional disclaims beneficial ownership of the securities held by its advised funds.

• · Dimensional Fund Advisors LP has sole voting power over 10,030,483 shares and sole dispositive power over 10,195,613 shares.
• · The filing is made under Rule 13d-1(b), confirming passive investment intent with no control-seeking purpose.
• · Dimensional disclaims beneficial ownership of the securities, which are owned by the Funds it advises.

14-07-2026

Dimensional Fund Advisors LP filed an amended Schedule 13G with the SEC on July 14, 2026, reporting beneficial ownership of 21,000 shares of Thermon Group Holdings, Inc. common stock as of June 30, 2026. The filing indicates Dimensional holds approximately 0.0% of the outstanding shares, and the shares are held by various funds for which Dimensional acts as investment adviser, sub-adviser, or manager. Dimensional disclaims beneficial ownership of the securities.

• · The filing is an amendment to a previous Schedule 13G.
• · Dimensional Fund Advisors LP is registered as an investment adviser under Section 203 of the Investment Advisers Act of 1940.
• · Dimensional serves as investment manager or sub-adviser to certain commingled funds, group trusts, and separate accounts (collectively, the 'Funds').
• · Dimensional disclaims beneficial ownership of the securities reported; all securities are owned by the Funds.
• · To Dimensional's knowledge, no single Fund's interest exceeds 5% of the class of securities.

14-07-2026

Dimensional Fund Advisors LP disclosed a 5.3% beneficial ownership stake in RBB Bancorp as of June 30, 2026, holding 902,290 shares. The filing is a Schedule 13G, indicating passive investment intent. Dimensional disclaims beneficial ownership, noting 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 various Funds, and Dimensional disclaims beneficial ownership.
• · No single Fund's interest exceeds 5% of the class of securities.

14-07-2026

Dimensional Fund Advisors LP disclosed a 5.1% beneficial ownership stake in Designer Brands Inc. (DBI) as of June 30, 2026, holding 2,183,715 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 client funds.

• · Dimensional Fund Advisors LP holds sole dispositive power over 2,183,715 shares.
• · The filing is made under Rule 13d-1(b), confirming passive investment intent.
• · Dimensional disclaims beneficial ownership of the securities, which are held by client funds.

14-07-2026

Dimensional Fund Advisors LP filed a Schedule 13G/A with the SEC on July 14, 2026, disclosing beneficial ownership of 938,163 shares of Bandwidth Inc. common stock as of June 30, 2026, representing a 3.1% stake. The filing is an amendment to a prior Schedule 13G and reflects a slight increase in share count from 912,958 shares reported in the previous filing. 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 (collectively, the 'Funds').
• · Dimensional Fund Advisors LP disclaims beneficial ownership of the securities reported.
• · To the knowledge of Dimensional, no single Fund's interest exceeds 5% of the class of securities.
• · The filing certifies that 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.

14-07-2026

Dimensional Fund Advisors LP filed an amended Schedule 13G with the SEC on July 14, 2026, disclosing beneficial ownership of 338,701 shares of Vishay Precision Group, Inc. common stock, representing 2.8% of the outstanding shares. The filing reflects a decrease from the prior reported position of 326,321 shares (sole voting power) to 338,701 shares total, though the percentage ownership remains at 2.8%. Dimensional Fund Advisors LP disclaims beneficial ownership, stating the shares are held by its client 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 certifies the securities were acquired and are held in the ordinary course of business, not with the purpose of changing or influencing control of the issuer.

14-07-2026

Dimensional Fund Advisors LP filed an amended Schedule 13G with the SEC on July 14, 2026, disclosing beneficial ownership of 2,696,963 shares of Ryerson Holding Corp common stock, representing 5.2% of the outstanding shares. The filing indicates a slight increase from the prior reported position of 2,642,956 shares, though the overall stake remains just above the 5% threshold.

• · 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 or sub-advised by Dimensional; no single Fund's interest exceeds 5% of the class.
• · Dimensional disclaims beneficial ownership of the securities reported in the filing.

14-07-2026

Dimensional Fund Advisors LP filed a Schedule 13G/A with the SEC on July 14, 2026, disclosing beneficial ownership of 1,152,305 shares of Proto Labs Inc common stock, representing 4.8% of the outstanding shares. The filing reflects a decrease from the prior reported position of 1,127,056 shares (as of the previous filing), indicating a net increase of 25,249 shares. Dimensional Fund Advisors LP disclaims beneficial ownership, stating the securities are held by various funds it advises.

• · The filing is an amendment (Schedule 13G/A) to a previous Schedule 13G.
• · Dimensional Fund Advisors LP is an investment adviser registered under Section 203 of the Investment Advisers Act of 1940.
• · The securities are held by various Funds advised by Dimensional, and no single Fund's interest exceeds 5% of the class.
• · Dimensional Fund Advisors LP disclaims beneficial ownership of the securities reported.

14-07-2026

Dimensional Fund Advisors LP filed a Schedule 13G/A disclosing beneficial ownership of 316,214 shares (4.9%) of Hurco Companies Inc. common stock as of June 30, 2026. The shares are held by various funds advised by Dimensional, which disclaims beneficial ownership. This is a routine ownership disclosure with no change in control intent.

14-07-2026

Dimensional Fund Advisors LP filed a Schedule 13G with the SEC on July 14, 2026, disclosing beneficial ownership of 1,557,981 shares of HealthStream Inc (HSTM) common stock as of June 30, 2026, representing a 5.3% stake. The filing indicates Dimensional acquired the shares in the ordinary course of business as an investment adviser for its client funds and 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 various investment companies, commingled funds, group trusts, and separate accounts advised by Dimensional.
• · Dimensional disclaims beneficial ownership of the securities reported in the Schedule 13G.
• · No single fund advised by Dimensional holds more than 5% of the class of securities.

14-07-2026

Dimensional Fund Advisors LP disclosed a 5.2% beneficial ownership stake in Carter's Inc (CRI) as of June 30, 2026, holding 1,905,146 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 various Funds advised by Dimensional; no single Fund exceeds 5% of the class of securities.
• · Dimensional disclaims beneficial ownership of the securities reported in the Schedule 13G.

14-07-2026

Dimensional Fund Advisors LP disclosed a 5.3% beneficial ownership stake in Innospec Inc. as of June 30, 2026, holding 1,305,038 shares of common stock. The filing is a routine Schedule 13G by a passive investment adviser, indicating no intent to change or influence control of 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 or managed by Dimensional, and no single fund's interest exceeds 5% of the class.
• · Dimensional disclaims beneficial ownership of the securities reported.

14-07-2026

Dimensional Fund Advisors LP filed a Schedule 13G with the SEC on July 14, 2026, disclosing beneficial ownership of 5,070,242 shares of Prosperity Bancshares Inc common stock as of June 30, 2026, representing a 5.0% stake. The filing is a routine passive ownership disclosure under Rule 13d-1(b), and Dimensional disclaims beneficial ownership of the securities, which 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.
• · No single fund's interest exceeds 5% of the class of securities.
• · Dimensional disclaims beneficial ownership of the securities reported.

14-07-2026

Dimensional Fund Advisors LP disclosed a 5.3% beneficial ownership stake in Urban Outfitters Inc (URBN) as of June 30, 2026, holding 4,573,363 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 client 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.

14-07-2026

Dimensional Fund Advisors LP filed an amended Schedule 13G with the SEC on July 14, 2026, disclosing its beneficial ownership of Heritage Commerce Corp (HTBK) common stock as of June 30, 2026. The filing indicates Dimensional holds 0 shares with 0.0% ownership, but this is a standard disclaimer as the securities are owned by the Funds it advises, and Dimensional disclaims beneficial ownership. The filing is a routine disclosure under Rule 13d-1(b) and does not reflect any change in Dimensional's investment or voting power.

• · The filing is an amendment (SC 13G/A) to a previous Schedule 13G.
• · Dimensional Fund Advisors LP is an investment adviser registered under Section 203 of the Investment Advisers Act of 1940.
• · Dimensional advises four registered investment companies and serves as investment manager or sub-adviser to other commingled funds, group trusts, and separate accounts (collectively, 'Funds').
• · Dimensional disclaims beneficial ownership of all securities reported; the securities are owned by the Funds.
• · To Dimensional's knowledge, no single Fund's interest exceeds 5% of the class of securities.
• · The filing certifies that the securities were acquired and are held in the ordinary course of business, not for changing or influencing control of the issuer.

14-07-2026

Dimensional Fund Advisors LP disclosed a 5.0% passive beneficial ownership stake in Silgan Holdings Inc as of June 30, 2026, holding 5,329,363 common shares. The filing was made under Rule 13d-1(b) and emphasizes that Dimensional disclaims beneficial ownership, as the securities are owned by the Funds it advises. No change in ownership direction (increase or decrease) is indicated, and the filing is a routine disclosure of existing holdings.

• · Dimensional Fund Advisors LP is an investment adviser registered under Section 203 of the Investment Advisers Act of 1940.
• · The 5.0% stake is held on behalf of four registered investment companies and other commingled funds, group trusts, and separate accounts.
• · To the knowledge of Dimensional, no single Fund exceeds 5% of the class of securities.
• · The disclosure is made under Rule 13d-1(b), confirming passive intent (not for control).

14-07-2026

Dimensional Fund Advisors LP disclosed beneficial ownership of 1,568,291 shares of Gentherm Inc (THRM) common stock, representing 5.1% of the total outstanding shares, as of June 30, 2026. The filing is a Schedule 13G passive investment disclosure and reflects a slight decrease from the 1,533,172 shares reported in a prior period. Dimensional states the shares are held on behalf of its advisory clients and disclaims beneficial ownership.

• · Dimensional Fund Advisors is an investment adviser registered under the Investment Advisers Act of 1940.
• · The shares are held by multiple Funds managed by Dimensional; no single Fund holds more than 5% of the class.
• · Dimensional disclaims beneficial ownership of the securities and states the filing is not an admission of beneficial ownership for purposes beyond Section 13(d) of the Exchange Act.
• · The securities were acquired and are held in the ordinary course of business, not for changing or influencing control of the issuer.

14-07-2026

Dimensional Fund Advisors LP filed an amended Schedule 13G with the SEC on July 14, 2026, disclosing beneficial ownership of 9,647,132 shares of Cleanspark, Inc. common stock, representing 3.8% of the outstanding shares. The filing indicates a decrease from the prior reported amount of 9,438,620 shares with sole voting power, while total beneficial ownership increased slightly. Dimensional Fund Advisors LP disclaims beneficial ownership of the securities, which 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 securities are held by four registered investment companies and other 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) and certifies the securities were acquired in the ordinary course of business and not to change or influence control of the issuer.

14-07-2026

Dimensional Fund Advisors LP disclosed a 5.1% beneficial ownership stake in Pediatrix Medical Group, Inc. as of June 30, 2026, holding 4,220,311 shares of common stock. The filing is a routine Schedule 13G by an investment adviser, indicating passive investment intent without control influence.

• · Dimensional Fund Advisors LP is a registered investment adviser under the Investment Advisers Act of 1940.
• · The shares are held by various Funds advised or sub-advised by Dimensional; no single Fund exceeds 5% of the class.
• · Dimensional disclaims beneficial ownership of the securities reported.
• · The filing is made pursuant to Rule 13d-1(b) (passive investor exemption).

14-07-2026

Dimensional Fund Advisors LP filed a Schedule 13G/A with the SEC on July 14, 2026, disclosing its beneficial ownership of American Woodmark Corp (AMWD) common stock as of June 30, 2026. The filing indicates Dimensional holds 0 shares and 0% ownership, but this is because it disclaims beneficial ownership of shares held by the Funds it advises. The filing is an amendment to a previous Schedule 13G and reflects no change in Dimensional's reported position.

• · Dimensional Fund Advisors LP is an investment adviser registered under Section 203 of the Investment Advisers Act of 1940.
• · Dimensional serves as investment manager or sub-adviser to certain commingled funds, group trusts, and separate accounts (collectively, 'Funds').
• · Dimensional disclaims beneficial ownership of all securities reported; the securities are owned by the Funds.
• · To Dimensional's knowledge, 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.

14-07-2026

Dimensional Fund Advisors LP disclosed a 5.1% beneficial ownership stake in Oshkosh Corp as of June 30, 2026, holding 3,206,164 shares of common stock. The filing is a routine Schedule 13G by a passive investment adviser, indicating no intent to influence control. Dimensional disclaims beneficial ownership, noting the shares are 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.
• · No single fund's interest exceeds 5% of the class of securities.
• · Dimensional disclaims beneficial ownership of the reported securities.

14-07-2026

Dimensional Fund Advisors LP disclosed a 5.0% beneficial ownership stake in LiveRamp Holdings, Inc. as of June 30, 2026, holding 3,012,091 shares of common stock. The filing is a routine Schedule 13G by an investment adviser, indicating passive investment intent and no control-related purpose.

• · Dimensional Fund Advisors LP disclaims beneficial ownership of the securities; all reported shares are owned by the Funds it advises.
• · No single Fund's interest exceeds 5% of the class of securities.
• · The filing is made under Rule 13d-1(b), confirming passive investment status.

14-07-2026

Dimensional Fund Advisors LP filed a Schedule 13G/A with the SEC on July 14, 2026, disclosing beneficial ownership of 650,038 shares of Key Tronic Corp (KTCC) common stock as of June 30, 2026. This represents a 6.0% stake in the company. Dimensional disclaims beneficial ownership of the securities, which are held by various funds it advises.

• · 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 advised by Dimensional.
• · Dimensional disclaims beneficial ownership of the securities reported.
• · No single fund advised by Dimensional holds more than 5% of the class of securities.

14-07-2026

Dimensional Fund Advisors LP filed a Schedule 13G with the SEC on July 14, 2026, disclosing beneficial ownership of 862,045 shares of Camden National Corp (CAC) common stock as of June 30, 2026, representing a 5.1% stake. The filing is a routine disclosure of passive investment by an institutional investment adviser, with Dimensional disclaiming beneficial ownership of the securities held by its client 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 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) (passive investment exemption).

14-07-2026

Dimensional Fund Advisors LP filed a Schedule 13G/A with the SEC on July 14, 2026, disclosing beneficial ownership of 16,800,787 shares of Macy's, Inc. common stock, representing 6.4% of the outstanding shares. The filing is an amendment to a prior Schedule 13G and reflects a slight increase in holdings from the previously reported 16,511,023 shares (6.4% of class). Dimensional 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 (collectively, the 'Funds').
• · Dimensional disclaims beneficial ownership of all securities reported.
• · To Dimensional's knowledge, no single Fund's interest exceeds 5% of the class of securities.
• · The filing certifies that the securities were acquired and are held in the ordinary course of business, not to change or influence control of the issuer.

14-07-2026

Dimensional Fund Advisors LP filed a Schedule 13G/A with the SEC on July 14, 2026, disclosing beneficial ownership of 11,347,149 shares of Goodyear Tire & Rubber Co. common stock, representing 3.9% of the outstanding shares. The filing is an amendment to a prior Schedule 13G and reflects a slight increase in Dimensional's holdings compared to the previous filing (11,069,088 shares with sole voting power). Dimensional disclaims beneficial ownership, stating the shares are held by various funds to which it provides investment advice.

• · Dimensional Fund Advisors LP holds 11,347,149 shares of Goodyear common stock, representing 3.9% of the class.
• · Of these shares, Dimensional has sole voting power over 11,069,088 shares and sole dispositive power over all 11,347,149 shares.
• · The filing is made pursuant to Rule 13d-1(b) under the Securities Exchange Act of 1934, indicating the shares were acquired in the ordinary course of business and not to influence control.
• · Dimensional disclaims beneficial ownership of the securities, which are owned by various investment companies, trusts, and accounts it advises.

14-07-2026

Dimensional Fund Advisors LP disclosed a 5.2% beneficial ownership stake in Kirby Corp as of June 30, 2026, holding 2,759,885 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 client 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 in this Schedule 13G.
• · No single fund's interest exceeds 5% of the class of securities.

14-07-2026

Dimensional Fund Advisors LP disclosed a 5.4% beneficial ownership stake in Olin Corp (OLN) as of June 30, 2026, holding 6,166,477 shares. 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; no single Fund's interest exceeds 5% of the class.
• · The filing is made pursuant to Rule 13d-1(b), confirming passive investment intent.

14-07-2026

Dimensional Fund Advisors LP filed a Schedule 13G/A with the SEC on July 14, 2026, disclosing beneficial ownership of 1,054,042 shares of Winnebago Industries Inc common stock, representing 3.7% of the outstanding shares. The filing indicates a slight increase in holdings from the previously reported 1,020,290 shares, reflecting a 3.3% increase in share count. Dimensional Fund Advisors LP disclaims beneficial ownership of the securities, which are held by various funds it advises.

• · 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.
• · No single fund's interest exceeds 5% of the class of securities.

14-07-2026

Dimensional Fund Advisors LP disclosed a 5.5% beneficial ownership stake in Apogee Enterprises, Inc. as of June 30, 2026, holding 1,153,822 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 client 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 or sub-advised by Dimensional; no single Fund holds more than 5% of the class.
• · Dimensional disclaims beneficial ownership of the reported securities.

14-07-2026

Dimensional Fund Advisors LP filed a Schedule 13G/A with the SEC on July 14, 2026, disclosing beneficial ownership of 6,022,686 shares of Certara, Inc. common stock, representing 3.9% of the outstanding shares as of June 30, 2026. The filing is an amendment to a previous Schedule 13G and reflects a decrease from the prior period's 5,913,513 shares (the filing does not provide a prior percentage for comparison). Dimensional disclaims beneficial ownership, stating the shares are held by various funds it advises.

• · Dimensional Fund Advisors LP disclaims beneficial ownership of the securities, stating they are owned by the Funds it advises.
• · No single Fund advised by Dimensional holds more than 5% of the class of securities.
• · The filing is made under 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 Certara.