Dimensional Discloses 353,191 ALCO Shares, Representing 4.6%
Rhea-AI Filing Summary
Dimensional Fund Advisors LP reported ownership of 353,191 shares of Alico Inc common stock, representing 4.6% of the class as of the filing. The filing shows sole voting power over 343,514 shares and sole dispositive power over 353,191 shares, but includes a disclosure that all reported shares are owned by client Funds and that Dimensional disclaims beneficial ownership.
The statement is filed on Schedule 13G (Amendment No. 2) and affirms the holdings were acquired in the ordinary course of business and not for the purpose of changing control. The signature block shows the filing was executed by the Global Chief Compliance Officer on 10/09/2025.
Positive
- Transparent disclosure of aggregate position: 353,191 shares (4.6%)
- Clear voting/dispositive figures: 343,514 sole voting power and 353,191 sole dispositive power
- Filed as Schedule 13G, indicating the position is reported as passive and held in the ordinary course
Negative
- None.
Insights
Large passive stake disclosed; voting and disposition powers are centralized within the adviser.
The filing reports 353,191 shares (4.6%) held through funds advised or sub‑advised by Dimensional, and records sole voting power for 343,514 shares. This indicates the adviser manages both investment and voting authority for those fund positions while formally disclaiming direct beneficial ownership.
Key dependencies include the composition of the underlying Funds and whether any single Fund exceeds regulatory thresholds; the statement notes no single Fund is known to hold more than 5%. Monitor filings for future Schedule 13D/G amendments or changes to voting/dispositive figures within the next quarter.
Filing follows passive investor disclosure rules and includes the standard disclaimer and certification.
The Schedule 13G classification and the certification language state the position is held in the ordinary course of business and not intended to influence control. The document identifies Dimensional as an investment adviser and lists its Austin address and the issuer's Fort Myers headquarters.
Regulatory checkpoints include confirmation that the holding remains under the 5% passive threshold and that no group affiliation exists. Expect routine updates if aggregate percentages cross regulatory triggers or if the adviser forms a group with other holders.