Dimensional reports 1.09M shares (5.0%) of Pathward

Dimensional Fund Advisors filed a Schedule 13G reporting 5.0% of Pathward Financial Inc. common stock, representing 1,093,338 shares.

Rhea-AI Filing Summary

Dimensional Fund Advisors filed a Schedule 13G reporting 5.0% of Pathward Financial Inc. common stock, representing 1,093,338 shares. The filing states sole voting power of 1,068,610 shares and sole dispositive power of 1,093,338 shares. The filing explains these shares are owned by investment funds advised or sub‑advised by Dimensional and that Dimensional disclaims beneficial ownership of the securities held by those Funds.

The report is signed by the Global Chief Compliance Officer on 04/09/2026.

Insights

Institutional Ownership Specialist

Large fund-level stake: Dimensional reports a 5.0% position held in advised Funds.

Dimensional lists 1,093,338 shares as the amount beneficially owned with 1,068,610 shares of sole voting power. The filing attributes ownership to multiple Funds advised or sub‑advised by Dimensional, and the firm disclaims beneficial ownership.

Shareholder concentration is visible at the fund level; subsequent filings could show changes if any single Fund crosses statutory thresholds. Voting and dispositive powers are reported explicitly in this excerpt.

Securities Compliance Advisor

Schedule 13G used for passive reporting; disclosure aligns with institutional reporting norms.

The form indicates passive reporting under Schedule 13G conventions: the registrant and amount are explicitly stated and the filing is signed by a compliance officer on 04/09/2026. The filing clarifies that the reported shares are owned by the Funds and that Dimensional disclaims beneficial ownership.

Regulatory readers should note that the filing documents voting and dispositive powers; any material change in these powers or the ownership percentage would typically trigger an amended filing.

Key Figures

Amount beneficially owned: 1,093,338 shares Percent of class: 5.0% Sole voting power: 1,068,610 shares +2 more

5 metrics

Amount beneficially owned 1,093,338 shares reported in Item 4

Percent of class 5.0% Item 4(b)

Sole voting power 1,068,610 shares Item 4(c)(i)

Sole dispositive power 1,093,338 shares Item 4(c)(iii)

Signature date 04/09/2026 signature block date

Key Terms

Funds, disclaims beneficial ownership, sole dispositive power, Schedule 13G

4 terms

Funds regulatory

"such investment companies, trusts and accounts, collectively referred to as the "Funds""

disclaims beneficial ownership regulatory

"Dimensional disclaims beneficial ownership of such securities"

sole dispositive power financial

"Sole power to dispose or to direct the disposition of: 1,093,338"

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.

Schedule 13G regulatory

"Item 1. (a) Name of issuer: Pathward Financial Inc"

A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What stake does Dimensional Fund Advisors report in Pathward Financial (CASH)?

Dimensional reports 1,093,338 shares, representing 5.0% of Pathward Financial's common stock. The filing lists 1,068,610 shares as sole voting power and 1,093,338 shares as sole dispositive power.

Who actually owns the shares reported by Dimensional in the 13G?

The shares are owned by investment funds advised or sub‑advised by Dimensional Fund Advisors LP. The filing states the securities are held by those Funds and that Dimensional disclaims beneficial ownership.

Does Dimensional claim direct beneficial ownership of the Pathward shares?

No. The filing explicitly states Dimensional disclaims beneficial ownership and that all reported securities are owned by the Funds advised or sub‑advised by Dimensional.

When was the Schedule 13G for Pathward signed?

The Schedule 13G was signed by the Global Chief Compliance Officer on 04/09/2026, as shown in the filing signature block.

What voting and dispositive powers are reported by Dimensional for CASH?

Dimensional reports sole voting power of 1,068,610 shares and sole dispositive power of 1,093,338 shares for the common stock of Pathward Financial.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Accepted by SEC EDGAR 04/09/2026 - 01:42 PM Learn about SEC filing dates

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

Pathward Financial Inc

(Name of Issuer)

Common Stock

(Title of Class of Securities)

59100U108

(CUSIP Number)

03/31/2026

(Date of Event Which Requires Filing of this Statement)

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)

schemaVersion:

SCHEDULE 13G

CUSIP Number(s): 59100U108

1

Names of Reporting Persons

Dimensional Fund Advisors LP

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

UNITED STATES

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 1,068,610.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 1,093,338.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

1,093,338.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

5.0 %

12

Type of Reporting Person (See Instructions)

IA

SCHEDULE 13G

Item 1.
(a)	Name of issuer: Pathward Financial Inc
(b)	Address of issuer's principal executive offices: 5501 South Broadband Lane, Sioux Falls, SD 57108
Item 2.
(a)	Name of person filing: Dimensional Fund Advisors LP
(b)	Address or principal business office or, if none, residence: 6300 Bee Cave Road, Building One, Austin, TX 78746
(c)	Citizenship: Delaware Limited Partnership
(d)	Title of class of securities: Common Stock
(e)	CUSIP Number(s): 59100U108
Item 3.	If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)	Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)	Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)	Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)	Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)	An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)	An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)	A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)	A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)	A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)	A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:
(k)	Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.	Ownership
(a)	Amount beneficially owned: 1,093,338 ** see Note 1 ** ** Note 1 ** Dimensional Fund Advisors LP, an investment adviser registered under Section 203 of the Investment Advisors Act of 1940, furnishes investment advice to four investment companies registered under the Investment Company Act of 1940, and serves as investment manager or sub-adviser to certain other commingled funds, group trusts and separate accounts (such investment companies, trusts and accounts, collectively referred to as the "Funds"). In certain cases, subsidiaries of Dimensional Fund Advisors LP may act as an adviser or sub-adviser to certain Funds. In its role as investment advisor, sub-adviser and/or manager, Dimensional Fund Advisors LP or its subsidiaries (collectively, "Dimensional") may possess voting and/or investment power over the securities of the Issuer that are owned by the Funds, and may be deemed to be the beneficial owner of the shares of the Issuer held by the Funds. However, all securities reported in this schedule are owned by the Funds. Dimensional disclaims beneficial ownership of such securities. In addition, the filing of this Schedule 13G shall not be construed as an admission that the reporting person or any of its affiliates is the beneficial owner of any securities covered by this Schedule 13G for any other purposes than Section 13(d) of the Securities Exchange Act of 1934.
(b)	Percent of class: 5.0 %
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: 1,068,610** see Note 1 **
	(ii) Shared power to vote or to direct the vote: 0
	(iii) Sole power to dispose or to direct the disposition of: 1,093,338** see Note 1 **
	(iv) Shared power to dispose or to direct the disposition of: 0
Item 5.	Ownership of 5 Percent or Less of a Class.
	Not Applicable
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	If any other person is known to have the right to receive or the power to direct the receipt of dividends from, or the proceeds from the sale of, such securities, a statement to that effect should be included in response to this item and, if such interest relates to more than 5 percent of the class, such person should be identified. A listing of the shareholders of an investment company registered under the Investment Company Act of 1940 or the beneficiaries of employee benefit plan, pension fund or endowment fund is not required. The Funds described in Note 1 above have the right to receive or the power to direct the receipt of dividends from, or the proceeds from the sale of the securities held in their respective accounts. To the knowledge of Dimensional, the interest of any one such Fund does not exceed 5% of the class of securities. Dimensional Fund Advisors LP disclaims beneficial ownership of all such securities.
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	Not Applicable
Item 8.	Identification and Classification of Members of the Group.
	Not Applicable
Item 9.	Notice of Dissolution of Group.
	Not Applicable

Item 10.

Certifications:

By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under ?? 240.14a-11.

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

Dimensional Fund Advisors LP

Signature:	Selwyn Notelovitz
Name/Title:	Global Chief Compliance Officer
Date:	04/09/2026