Dimensional Fund Advisors (NYSE: MDU) lists 10.29M shares, 5.0% stake
Filing Impact
Filing Sentiment
Form Type
SCHEDULE 13G
Rhea-AI Filing Summary
MDU Resources Group Inc reported that Dimensional Fund Advisors LP beneficially owns 10,285,747 shares of common stock, representing 5.0% of the class as of 03/31/2026. The filing states Dimensional furnishes investment advice to registered funds that own these shares and disclaims beneficial ownership; voting and dispositive powers are shown in the schedule.
Positive
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Key Figures
Beneficial ownership: 10,285,747 shares
Percent of class: 5.0%
Sole voting power: 10,136,321 shares
+3 more
6 metrics
Beneficial ownership
10,285,747 shares
Amount beneficially owned as of 03/31/2026
Percent of class
5.0%
Percent of common stock class as reported
Sole voting power
10,136,321 shares
Sole power to vote as reported in the schedule
Sole dispositive power
10,285,747 shares
Sole power to dispose as reported in the schedule
As-of date
03/31/2026
Reporting date for ownership figures
Signature date
04/09/2026
Date filing was signed by compliance officer
Key Terms
Schedule 13G, beneficially owned, Investment Company Act, sole dispositive power
4 terms
Schedule 13G regulatory
"Dimensional Fund Advisors files this Schedule 13G reporting ownership"
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.
beneficially owned financial
"Amount beneficially owned: 10,285,747"
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.
Investment Company Act regulatory
"investment companies registered under the Investment Company Act of 1940"
The Investment Company Act is a law that sets rules for businesses whose main activity is managing and selling pooled money, such as mutual funds and other investment funds. It matters to investors because it requires clear reporting, limits managers from putting their own interests ahead of clients, and mandates safekeeping and oversight of assets—similar to safety inspections and traffic rules that help keep shared vehicles reliable and trustworthy.
sole dispositive power financial
"Sole power to dispose or to direct the disposition of: 10,285,747"
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.
FAQ
What stake does Dimensional Fund Advisors hold in MDU (MDU)?
Dimensional Fund Advisors reports beneficial ownership of 10,285,747 shares, equal to 5.0% of MDU common stock as of 03/31/2026. The shares are held by funds advised by Dimensional; Dimensional disclaims beneficial ownership in the filing.
When was the Schedule 13G signed for Dimensional's MDU disclosure?
The Schedule 13G was signed by Selwyn Notelovitz, Global Chief Compliance Officer, on 04/09/2026. The ownership figure is reported as of 03/31/2026 in the filing.