Dimensional Discloses 3,606,498 Shares (4.6%) of Berry Corp (BRY)
Dimensional Fund Advisors LP reported beneficial ownership of 3,606,498 shares of Berry Corp common stock, representing 4.6% of the class.
Sentiment and the balance of points
Rhea-AI Sentiment reads the wording of the document, how positive or negative its language is on a 1 to 5 scale. The balance of points shown with the takes weighs what the document actually discloses, so the two can disagree, for example when a trial that missed its main goal is described in upbeat language.
Rhea-AI Filing Summary
Dimensional Fund Advisors LP reported beneficial ownership of 3,606,498 shares of Berry Corp common stock, representing 4.6% of the class. The filing shows 3,593,946 shares with sole voting power and 3,606,498 shares with sole dispositive power, and the reporting person disclaims beneficial ownership because the shares are owned by various managed Funds. The filing clarifies that no single Fund under Dimensional is known to hold more than 5% of the class and that the shares were acquired and are held in the ordinary course of business, not for the purpose of changing control.
Positive
- Substantial passive stake: Dimensional reports ownership of 3,606,498 shares equal to 4.6% of the class
- Sole voting control on most shares: 3,593,946 shares reported with sole voting power
- Holdings held in ordinary course: Securities stated as acquired and held in the ordinary course of business, not to influence control
Negative
- None.
Insights
Dimensional holds a meaningful passive stake in Berry Corp: 3,606,498 shares (4.6%).
Dimensional reports sole voting power over 3,593,946 shares and sole dispositive power over 3,606,498 shares, but disclaims beneficial ownership because the shares are owned by multiple Funds it advises. This structure is typical for an investment adviser that manages pooled vehicles rather than a single concentrated investor.
The filing states no individual Fund is known to exceed 5%, reducing single-fund influence risk. Monitor any future amendments or additional filings if aggregate ownership crosses the 5% threshold or if voting/dispositive counts change within the coming quarters.
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
Is any single Fund reported to hold more than 5% of Berry Corp stock?
For what purpose does Dimensional say the securities are held?
AI-generated analysis. How Rhea-AI works. Not financial advice.