Dimensional Fund Advisors reports 4.5% Masterbrand Inc (NYSE: MBC) stake
Rhea-AI Filing Summary
Dimensional Fund Advisors LP filed an amended Schedule 13G reporting beneficial ownership of 9,195,469 shares of Masterbrand Inc common stock, representing 4.5% of the class as of June 30, 2026. The firm reports sole voting power over 8,997,218 shares and sole dispositive power over 9,195,469 shares, with no shared voting or dispositive power.
The shares are owned by various funds and accounts for which Dimensional or its subsidiaries act as investment adviser or manager, and Dimensional states it may be deemed the beneficial owner but disclaims beneficial ownership. Each underlying fund’s interest is stated to be less than 5% of the class.
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Key Figures
Beneficial ownership: 9,195,469 shares
Percent of class: 4.5%
Sole voting power: 8,997,218 shares
+3 more
6 metrics
Beneficial ownership
9,195,469 shares
Common stock of Masterbrand Inc beneficially owned as of 06/30/2026
Percent of class
4.5%
Portion of Masterbrand Inc common stock class reported as owned
Sole voting power
8,997,218 shares
Shares of Masterbrand Inc over which Dimensional has sole voting power
Sole dispositive power
9,195,469 shares
Shares of Masterbrand Inc over which Dimensional has sole dispositive power
Shared voting power
0 shares
Shares with shared power to vote or direct the vote
Shared dispositive power
0 shares
Shares with shared power to dispose or direct disposition
Key Terms
beneficial owner, Sole Voting Power, dispositive power, Investment Company Act of 1940, +2 more
6 terms
beneficial owner financial
"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
"5 | Sole Voting Power 8,997,218.00 6 | Shared Voting Power 0.00"
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 Dispositive Power 9,195,469.00 8 | Shared Dispositive Power 0.00"
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.
Investment Company Act of 1940 regulatory
"furnishes investment advice to four 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
"commingled funds, group trusts and separate accounts (such investment companies, trusts and accounts, collectively"
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.
Schedule 13(d) regulatory
"for any other purposes than Section 13(d) of the Securities Exchange Act of 1934"
AI-generated analysis. How Rhea-AI works. Not financial advice.
FAQ
What stake does Dimensional Fund Advisors report in Masterbrand Inc (MBC)?
Dimensional Fund Advisors reports beneficial ownership of 9,195,469 shares, or 4.5% of Masterbrand Inc’s common stock as of June 30, 2026. It reports sole voting power over 8,997,218 shares and sole dispositive power over 9,195,469 shares, with no shared powers.
What does the 4.5% ownership level in Masterbrand Inc (MBC) signify?
Dimensional’s holding of 4.5% of Masterbrand Inc’s common stock means it owns more than 0% but no more than 5% of the class. The filing specifically characterizes the position under “Ownership of 5 percent or less of a class,” highlighting it is below the 5% threshold.
Do any individual Dimensional-managed funds own over 5% of Masterbrand Inc (MBC)?
According to the filing, the Funds advised or managed by Dimensional have rights to dividends and sale proceeds, but, to Dimensional’s knowledge, no single Fund holds more than 5% of Masterbrand Inc’s common stock. Dimensional again disclaims beneficial ownership of all such securities.
What type of entity is Dimensional Fund Advisors in relation to Masterbrand Inc (MBC)?
Dimensional Fund Advisors LP is described as a Delaware limited partnership and an investment adviser registered under the Investment Advisers Act of 1940. It provides investment advice and management to various registered investment companies, commingled funds, group trusts, and separate accounts holding Masterbrand shares.