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Dimensional Fund Advisors holds 4.0% of Edgewell Personal Care (NYSE: EPC)

(Moderate)
(Neutral)
Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

Dimensional Fund Advisors reports beneficial ownership of 1,856,415 shares of Edgewell Personal Care common stock, representing 4.0% of the class as of June 30, 2026. Dimensional has sole power to vote 1,802,862 shares and sole power to dispose of 1,856,415 shares, with no shared voting or dispositive authority.

The shares are held across underlying investment funds, group trusts and separate accounts for which Dimensional or its subsidiaries act as adviser or manager. All securities are owned by those Funds, and Dimensional disclaims beneficial ownership except as may be deemed under Section 13(d) of the Securities Exchange Act of 1934. To Dimensional’s knowledge, no single Fund’s interest exceeds 5% of the class.

Positive

  • None.

Negative

  • None.
Beneficially owned shares 1,856,415 shares Common stock beneficially owned by Dimensional as of June 30, 2026
Percent of class 4.0% Percentage of Edgewell Personal Care common stock class reported as beneficially owned
Sole voting power 1,802,862 shares Shares over which Dimensional has sole power to vote or direct the vote
Shared voting power 0 shares Shares over which Dimensional has shared power to vote or direct the vote
Sole dispositive power 1,856,415 shares Shares over which Dimensional has sole power to dispose or direct the disposition
Shared dispositive power 0 shares Shares over which Dimensional has shared power to dispose or direct the disposition
beneficial owner regulatory
"may be deemed to be the beneficial owner of the shares of the Issuer"
A beneficial owner is the person who ultimately owns or controls a financial asset or property, even if their name isn't directly on official documents. Think of it like someone who secretly holds the keys to a safe deposit box—others may appear to have access, but the true owner is the one who benefits from what's inside. Identifying beneficial owners helps ensure transparency and prevent illegal activities like money laundering or fraud.
sole voting power financial
"Sole power to vote or to direct the vote: 1,802,862"
Sole voting power is the exclusive right to cast votes attached to a shareholder’s stock without needing approval from anyone else. Like holding the only remote control for a TV, it lets that holder decide corporate matters such as board members, mergers, and policy changes, making it important to investors because it concentrates control and can strongly influence a company’s strategy and the value of its shares.
dispositive power financial
"Sole power to dispose or to direct the disposition of: 1,856,415"
Dispositive power is the authority to decide the final outcome of an asset, legal claim, contract, or corporate action — in effect the power to dispose of or resolve something. For investors it matters because whoever holds that authority can determine who gets paid, who controls an asset or vote, and how risks and returns are allocated; think of it like holding the key that lets you lock in the winner or loser in a deal.
Schedule 13(d) regulatory
"for any other purposes than Section 13(d) of the Securities Exchange Act"
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.
separate accounts financial
"group trusts and separate accounts (such investment companies, trusts and accounts"
Separate accounts are pools of investments that a financial firm keeps apart from its main assets to manage for a specific client, insurance product, or institutional mandate. They matter to investors because the account’s gains, losses and risks apply only to the clients linked to it rather than the firm overall, so returns and protections can differ from pooled or company‑backed assets—think of it like a private toolbox reserved for a single job instead of shared with everyone.

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

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FAQ

What percentage of Edgewell Personal Care (EPC) does Dimensional Fund Advisors report owning?

Dimensional Fund Advisors reports beneficial ownership of 4.0% of Edgewell Personal Care’s common stock. This percentage reflects 1,856,415 shares reported as beneficially owned as of June 30, 2026, under Section 13(d) of the Securities Exchange Act of 1934.

How many EPC shares does Dimensional Fund Advisors report as beneficially owned?

Dimensional Fund Advisors reports beneficial ownership of 1,856,415 Edgewell Personal Care common shares. These shares are held across various investment funds, group trusts, and separate accounts it advises or manages, and Dimensional disclaims ultimate beneficial ownership of the securities held by those Funds.

What voting power does Dimensional Fund Advisors have over Edgewell Personal Care (EPC) shares?

Dimensional Fund Advisors has sole voting power over 1,802,862 EPC shares and 0 shares with shared voting power. It also has sole dispositive power over 1,856,415 shares, indicating exclusive authority to direct votes and dispositions for those reported positions.

Who actually owns the Edgewell Personal Care (EPC) shares associated with Dimensional Fund Advisors?

All reported EPC securities are owned by investment companies, commingled funds, group trusts, and separate accounts advised by Dimensional, collectively the “Funds”. Dimensional may be deemed a beneficial owner due to its advisory role but expressly disclaims beneficial ownership of the shares held by the Funds.

Does any single Dimensional-managed fund hold more than 5% of Edgewell Personal Care (EPC) stock?

According to Dimensional, the interest of any one Fund in Edgewell Personal Care does not exceed 5% of the common stock class. Each underlying Fund has rights to dividends and sale proceeds for its holdings, but no single Fund crosses the 5% threshold.

Why is Dimensional Fund Advisors reporting its position in Edgewell Personal Care (EPC)?

Dimensional reports its EPC position because it may be deemed to have voting and/or investment power over shares held by the Funds it advises. This creates deemed beneficial ownership under Section 13(d) of the Exchange Act, requiring a Schedule 13G/A ownership report.





28035Q102

(CUSIP Number)
06/30/2026

(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





SCHEDULE 13G



Dimensional Fund Advisors LP
Signature:Selwyn Notelovitz
Name/Title:Global Chief Compliance Officer
Date:07/14/2026