Dimensional Fund Advisors (NASDAQ: CALM) reports 2.52M shares, 5.2% stake
Rhea-AI Filing Summary
Dimensional Fund Advisors reports beneficial ownership of 2,519,483 shares of Cal-Maine Foods common stock as of 03/31/2026. The filing states this equals 5.2% of the class. Dimensional reports sole voting power over 2,466,846 shares and sole dispositive power over 2,519,483 shares, and disclaims beneficial ownership because the shares are held by managed funds.
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Key Figures
Shares beneficially owned: 2,519,483 shares
Percent of class: 5.2%
Sole voting power: 2,466,846 shares
+2 more
5 metrics
Shares beneficially owned
2,519,483 shares
as of 03/31/2026
Percent of class
5.2%
reported ownership percentage
Sole voting power
2,466,846 shares
shares with sole power to vote
CUSIP
128030202
Cal-Maine Foods common stock identifier
Filing date / signature
Signed 04/09/2026
signature date on the schedule
Key Terms
beneficially owned, sole dispositive power, Investment Company Act of 1940, disclaims beneficial ownership
4 terms
beneficially owned regulatory
"Amount beneficially owned: 2,519,483 ** see Note 1 **"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
sole dispositive power regulatory
"Sole power to dispose or to direct the disposition of: 2,519,483"
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.
Investment Company Act of 1940 regulatory
"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.
disclaims beneficial ownership regulatory
"Dimensional disclaims beneficial ownership of such securities."
AI-generated analysis. How Rhea-AI works. Not financial advice.
FAQ
What stake does Dimensional Fund Advisors report in CALM?
Dimensional reports 2,519,483 shares, equal to 5.2% of the class. The filing lists sole voting power for 2,466,846 shares and sole dispositive power for 2,519,483 shares as of 03/31/2026.
What does "sole dispositive power" mean in this filing?
It indicates the filer can direct the sale of shares. Here, Dimensional reports sole dispositive power over 2,519,483 shares held by Funds for which it provides investment advice or management.
What date does the ownership report refer to for CALM?
The ownership is reported as of 03/31/2026. The signature block shows the filing was signed on 04/09/2026, while the ownership figures are anchored to the quarter‑end date provided in the schedule.