Dimensional holds 5.1% of HF Sinclair (9.25M shares)
Dimensional Fund Advisors reported beneficial ownership of 9,249,939 shares of HF Sinclair Corp as of 03/31/2026, equal to 5.1% of the outstanding common stock.
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 reported beneficial ownership of 9,249,939 shares of HF Sinclair Corp as of 03/31/2026, equal to 5.1% of the outstanding common stock. The filing shows sole voting power for 9,115,079 shares and sole dispositive power for 9,249,939 shares, and states the shares are held by investment funds for which Dimensional provides advisory services and that Dimensional disclaims beneficial ownership.
Insights
Large passive manager reports a 5.1% stake held in client funds.
Dimensional's Schedule 13G shows an ownership position of 9,249,939 shares of HF Sinclair Corp as of 03/31/2026. The filing clarifies these shares are owned by multiple registered funds and accounts for which Dimensional provides advisory services; Dimensional disclaims direct beneficial ownership.
Voting and dispositive powers are reported separately: 9,115,079 shares with sole voting power and 9,249,939 shares with sole dispositive power. The disclosure is routine for institutional managers and signals passive, fund-level holdings; subsequent fund-level filings would show which specific funds hold positions.
Key Figures
Key Terms
Schedule 13G regulatory
Beneficial ownership financial
Dispositive power financial
Investment Company Act regulatory
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What stake does Dimensional Fund Advisors report in HF Sinclair (DINO)?
What date does the Schedule 13G position reflect?
Why does Dimensional file a Schedule 13G instead of a 13D?
AI-generated analysis. How Rhea-AI works. Not financial advice.