Dimensional reports 7.5% Astronics Corp (ATRO) ownership stake
Filing Impact
Filing Sentiment
Form Type
SCHEDULE 13G
Rhea-AI Filing Summary
Dimensional Fund Advisors LP reported beneficial ownership of 345,139 shares of Astronics Corp common stock, representing 7.5% of the class, in a report dated 06/30/2026. Dimensional has sole voting power over 336,366 shares and sole dispositive power over 345,139 shares, with no shared voting or dispositive power.
The shares are held by investment funds and accounts advised or sub-advised by Dimensional. Dimensional may be deemed a beneficial owner for Section 13(d) purposes but disclaims beneficial ownership, noting that each underlying fund’s interest is below 5% of the class and that the funds retain rights to dividends and sale proceeds.
Positive
- None.
Negative
- None.
Key Figures
Beneficial ownership: 345,139 shares
Percent of class: 7.5%
Sole voting power: 336,366 shares
+4 more
7 metrics
Beneficial ownership
345,139 shares
Shares of Astronics Corp common stock attributed to Dimensional for Section 13(d) reporting
Percent of class
7.5%
Portion of Astronics Corp common stock class reported as beneficially owned
Sole voting power
336,366 shares
Shares over which Dimensional has sole power to vote or direct the vote
Shared voting power
0 shares
Shares over which Dimensional shares voting power
Sole dispositive power
345,139 shares
Shares over which Dimensional has sole power to dispose or direct disposition
Shared dispositive power
0 shares
Shares over which Dimensional shares dispositive power
Report date
06/30/2026
Date associated with Dimensional Fund Advisors’ Schedule 13G on Astronics Corp
Key Terms
beneficial owner, sole voting power, dispositive power, Investment Company Act of 1940, +1 more
5 terms
beneficial owner regulatory
"may be deemed to be the beneficial owner of the shares of the Issuer"
A beneficial owner is the person who ultimately owns or controls a financial asset or property, even if their name isn't directly on official documents. Think of it like someone who secretly holds the keys to a safe deposit box—others may appear to have access, but the true owner is the one who benefits from what's inside. Identifying beneficial owners helps ensure transparency and prevent illegal activities like money laundering or fraud.
sole voting power financial
"Sole power to vote or to direct the vote: 336,366"
Sole voting power is the exclusive right to cast votes attached to a shareholder’s stock without needing approval from anyone else. Like holding the only remote control for a TV, it lets that holder decide corporate matters such as board members, mergers, and policy changes, making it important to investors because it concentrates control and can strongly influence a company’s strategy and the value of its shares.
dispositive power financial
"Sole power to dispose or to direct the disposition of: 345,139"
Dispositive power is the authority to decide the final outcome of an asset, legal claim, contract, or corporate action — in effect the power to dispose of or resolve something. For investors it matters because whoever holds that authority can determine who gets paid, who controls an asset or vote, and how risks and returns are allocated; think of it like holding the key that lets you lock in the winner or loser in a deal.
Investment Company Act of 1940 regulatory
"furnishes investment advice to four investment companies registered under the Investment Company Act of 1940"
A U.S. federal law that sets the rulebook for pooled investment vehicles such as mutual funds, exchange-traded funds and similar money managers, requiring them to register with regulators, disclose holdings and fees, limit conflicts of interest, and follow governance standards. It matters to investors because these protections and transparency rules act like a referee and scoreboard, helping people compare funds, trust that managers follow fair practices, and spot hidden costs or risks.
Section 13(d) of the Securities Exchange Act of 1934 regulatory
"for any other purposes than Section 13(d) of the Securities Exchange Act of 1934"
Section 13(d) of the Securities Exchange Act of 1934 is a U.S. rule that requires anyone who buys more than 5% of a public company’s shares to publicly disclose who they are, how many shares they own, and their intentions toward the company. For investors, this is like a neighborhood alert when someone acquires a large stake in a building: it reveals potential changes in control or strategy that could affect the stock’s price, governance, or future direction.
FAQ
What stake in Astronics Corp (ATRO) does Dimensional Fund Advisors report?
Dimensional Fund Advisors reports beneficial ownership of 345,139 Astronics Corp common shares, equal to 7.5% of the class. It has sole voting power over 336,366 shares and sole dispositive power over 345,139 shares, with no shared powers.
Does any single Dimensional-advised fund hold over 5% of Astronics Corp (ATRO)?
According to the filing, Dimensional states that, to its knowledge, the interest of any one fund does not exceed 5% of Astronics Corp’s common stock. The aggregate 7.5% position is spread across multiple funds and accounts that Dimensional advises.
Why did Dimensional Fund Advisors file a Schedule 13G for Astronics Corp (ATRO)?
Dimensional filed Schedule 13G because its advised funds collectively hold more than 5% of Astronics Corp’s common stock, making it a reportable beneficial owner under Section 13(d). It emphasizes that this status is for reporting purposes and disclaims broader beneficial ownership.