Dimensional Fund Advisors discloses 4.9% Rayonier AM (RYAM) stake
Filing Impact
Filing Sentiment
Form Type
SCHEDULE 13G/A
Rhea-AI Filing Summary
Rayonier Advanced Materials Inc received an updated ownership report from institutional investor Dimensional Fund Advisors, which reports beneficial ownership of 3,298,912 shares of the company’s common stock, representing 4.9% of the class as of June 30, 2026.
Dimensional reports sole voting power over 3,230,366 shares and sole dispositive power over 3,298,912 shares, with no shared voting or dispositive power. The shares are owned by investment funds and accounts advised or managed by Dimensional, and Dimensional disclaims beneficial ownership except for Section 13(d) reporting purposes. Each underlying fund’s interest is stated to be no more than 5% of the class.
Positive
- None.
Negative
- None.
Key Figures
Beneficial ownership: 3,298,912 shares
Percent of class: 4.9%
Sole voting power: 3,230,366 shares
+1 more
4 metrics
Beneficial ownership
3,298,912 shares
Common stock beneficially owned as reported in Schedule 13G/A, as of 06/30/2026
Percent of class
4.9%
Percentage of Rayonier Advanced Materials common stock class held as of 06/30/2026
Sole voting power
3,230,366 shares
Shares of common stock over which Dimensional has sole power to vote
Sole dispositive power
3,298,912 shares
Shares of common stock over which Dimensional has sole power to dispose
Key Terms
beneficial owner, sole voting power, sole dispositive power, Investment Advisers Act of 1940, +1 more
5 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
"Sole power to vote or to direct the vote: 3,230,366"
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
"Sole power to dispose or to direct the disposition of: 3,298,912"
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 Advisers Act of 1940 regulatory
"an investment adviser registered under Section 203 of the Investment Advisors Act of 1940"
A U.S. federal law that sets rules for people and firms who give investment advice, requiring them to register with regulators, be honest about conflicts, keep records, and follow basic standards of care. It matters to investors because those rules act like licensing and consumer protections — similar to having safety standards for a mechanic — helping ensure advisers act in clients’ financial interests and reducing the risk of fraud or misuse of funds.
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.
FAQ
What ownership stake in RYAM does Dimensional Fund Advisors report?
Dimensional Fund Advisors reports beneficial ownership of 3,298,912 Rayonier Advanced Materials shares, representing 4.9% of the company’s common stock as of June 30, 2026. This is disclosed in an amended Schedule 13G filing.
Does any single Dimensional-managed fund own more than 5% of RYAM stock?
Dimensional states that, to its knowledge, the interest of any one Fund does not exceed 5% of Rayonier Advanced Materials’ common stock. The overall 4.9% position reflects the aggregate holdings of multiple funds and accounts it manages or advises.
What regulatory status does Dimensional Fund Advisors have in relation to its RYAM holdings?
Dimensional Fund Advisors LP is described as an investment adviser registered under Section 203 of the Investment Advisers Act of 1940. It furnishes investment advice and management to various registered investment companies and other funds that hold the RYAM shares reported.