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Dimensional Fund Advisors reports 5.2% ePlus Inc (PLUS) holding

Filing Impact
(Moderate)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G

Rhea-AI Filing Summary

Dimensional Fund Advisors LP, a Delaware limited partnership and registered investment adviser, reports beneficial ownership of 1,368,044 shares of ePlus Inc common stock, representing 5.2% of the class. It has sole voting power over 1,338,572 shares and sole dispositive power over 1,368,044 shares, with no shared voting or dispositive power.

The shares are owned by underlying investment companies, commingled funds, group trusts and separate accounts it advises (the Funds). Dimensional may be deemed a beneficial owner because it exercises voting and/or investment power, but it disclaims beneficial ownership and states that no individual Fund holds 5% or more of the class.

Positive

  • None.

Negative

  • None.
Shares beneficially owned 1,368,044 shares Amount beneficially owned by Dimensional Fund Advisors LP in ePlus Inc common stock
Percent of class 5.2% Reported percentage of ePlus Inc common stock represented by Dimensional's holdings
Sole voting power 1,338,572 shares Shares for which Dimensional Fund Advisors LP has sole power to vote or direct the vote
Sole dispositive power 1,368,044 shares Shares for which Dimensional Fund Advisors LP has sole power to dispose or direct disposition
Shared voting power 0 shares Shares for which Dimensional Fund Advisors LP reports shared voting power
Shared dispositive power 0 shares Shares for which Dimensional Fund Advisors LP reports shared dispositive power
Ownership report date 06/30/2026 Date shown with the reported ePlus Inc ownership information
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
"5 | Sole Voting Power 1,338,572.00"
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.
sole dispositive power financial
"7 | Sole Dispositive Power 1,368,044.00"
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.
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.
Section 13(d) of the Securities Exchange Act of 1934 regulatory
"for any other purposes than Section 13(d) of the Securities Exchange Act of 1934"
Section 13(d) of the Securities Exchange Act of 1934 is a U.S. rule that requires anyone who buys more than 5% of a public company’s shares to publicly disclose who they are, how many shares they own, and their intentions toward the company. For investors, this is like a neighborhood alert when someone acquires a large stake in a building: it reveals potential changes in control or strategy that could affect the stock’s price, governance, or future direction.
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FAQ

What percentage of ePlus Inc (PLUS) does Dimensional Fund Advisors report owning?

Dimensional Fund Advisors reports beneficial ownership of 1,368,044 shares of ePlus Inc common stock, representing 5.2% of the outstanding class. These shares are held across multiple underlying investment companies, commingled funds, group trusts and separate accounts for which Dimensional provides investment management services.

How much voting and dispositive power does Dimensional Fund Advisors have over ePlus Inc (PLUS) shares?

Dimensional Fund Advisors reports sole voting power over 1,338,572 shares of ePlus Inc and no shared voting power. It also reports sole dispositive power over 1,368,044 shares, meaning it can direct how those shares are sold or otherwise disposed of on behalf of the underlying funds.

Who actually owns the ePlus Inc (PLUS) shares associated with Dimensional Fund Advisors?

The ePlus Inc shares are owned by various investment companies, commingled funds, group trusts and separate accounts (the Funds) advised by Dimensional. Dimensional may be deemed a beneficial owner because it has voting and/or investment power, but it explicitly disclaims beneficial ownership of all such securities.

Does any single Dimensional-managed fund hold 5% or more of ePlus Inc (PLUS) stock?

Dimensional states that, to its knowledge, the interest of any one Fund in ePlus Inc stock does not exceed 5% of the class. The reported 5.2% position reflects the aggregate holdings of multiple Funds rather than a concentrated stake in any single vehicle.





294268107

(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