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Dimensional Reports 4.6% Stake in Berry Corp — 3.6M Shares

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G/A

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.






Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)






SCHEDULE 13G





SCHEDULE 13G



Dimensional Fund Advisors LP
Signature:Selwyn Notelovitz
Name/Title:Global Chief Compliance Officer
Date:10/09/2025

FAQ

How many Berry Corp (BRY) shares does Dimensional Fund Advisors LP report owning?

Dimensional reports owning 3,606,498 shares, representing 4.6% of Berry Corp common stock.

How many of the reported shares does Dimensional have voting power over?

Dimensional reports sole voting power over 3,593,946 shares and 0 shares with shared voting power.

Does Dimensional claim beneficial ownership of the shares?

Dimensional disclaims beneficial ownership because the shares are owned by various Funds for which it provides advisory services.

Is any single Fund reported to hold more than 5% of Berry Corp stock?

No. The filing states that, to Dimensional's knowledge, the interest of any one such Fund does not exceed 5% of the class.

For what purpose does Dimensional say the securities are held?

The filing certifies the securities were acquired and are held in the ordinary course of business and not to change or influence control of the issuer.
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