Dimensional Fund Advisors (AHCO) reports 6.92M-share, 5.1% stake
Rhea-AI Filing Summary
AdaptHealth Corp ownership filing shows Dimensional Fund Advisors reports beneficial ownership of 6,920,973 shares of Common Stock, representing 5.1% of the class as of 03/31/2026. The filing states Dimensional has sole voting power over 6,793,155 shares and sole dispositive power over 6,920,973 shares, and includes a disclosure that the reported shares are owned by managed funds for which Dimensional acts as adviser and that Dimensional disclaims beneficial ownership.
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Key Figures
Amount beneficially owned: 6,920,973 shares
Percent of class: 5.1%
Sole voting power: 6,793,155 shares
+2 more
5 metrics
Amount beneficially owned
6,920,973 shares
beneficial ownership reported as of 03/31/2026
Percent of class
5.1%
percent of common stock class reported on Schedule 13G
Sole voting power
6,793,155 shares
shares over which Dimensional reports sole voting power
Filing date (signature)
04/09/2026
signature date on Schedule 13G
Reporting date
03/31/2026
date tied to ownership figures in the filing
Key Terms
Schedule 13G, beneficial ownership, Investment Company Act, sole dispositive power
4 terms
Schedule 13G regulatory
"Item 1. (a) Name of issuer: AdaptHealth Corp"
A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.
beneficial ownership financial
"Item 4. Amount beneficially owned: 6,920,973"
Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.
Investment Company Act regulatory
"investment companies registered under the Investment Company Act of 1940"
The Investment Company Act is a law that sets rules for businesses whose main activity is managing and selling pooled money, such as mutual funds and other investment funds. It matters to investors because it requires clear reporting, limits managers from putting their own interests ahead of clients, and mandates safekeeping and oversight of assets—similar to safety inspections and traffic rules that help keep shared vehicles reliable and trustworthy.
sole dispositive power financial
"Sole power to dispose or to direct the disposition of: 6,920,973"
Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.
AI-generated analysis. How Rhea-AI works. Not financial advice.
FAQ
What stake does Dimensional Fund Advisors report in AdaptHealth (AHCO)?
Dimensional reports ownership of 6,920,973 shares, equal to 5.1% of the class. The figure is listed as the amount beneficially owned as of 03/31/2026 and appears on the Schedule 13G filing.
Does any single fund exceed 5% of AHCO according to the filing?
The filing states no single Fund is known to exceed 5% of the class. It explains the reported shares are aggregated across multiple Funds and that individual Fund holdings do not, to Dimensional's knowledge, exceed 5%.
Who signed the Schedule 13G for Dimensional and when?
Selwyn Notelovitz, Global Chief Compliance Officer, signed the filing. The signature block shows the date 04/09/2026 associated with the Schedule 13G submission.