Dimensional reports 4.3% stake in Simmons First
Simmons First National Corp: Dimensional Fund Advisors reports beneficial ownership of 6,245,676 shares, representing 4.3% of Common Stock.
Rhea-AI Filing Summary
Simmons First National Corp: Dimensional Fund Advisors reports beneficial ownership of 6,245,676 shares, representing 4.3% of Common Stock. The filing states Dimensional has sole voting power over 6,123,303 shares and sole dispositive power over 6,245,676 shares. The report notes that the shares are owned by investment funds advised or sub‑advised by Dimensional and that Dimensional "disclaims beneficial ownership" of the securities.
Positive
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Negative
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Insights
Dimensional holds a 4.3% stake via client funds; voting and dispositive powers are specified.
Dimensional reports beneficial ownership of 6,245,676 shares with sole voting power over 6,123,303 shares. The filing attributes ownership to multiple funds advised or sub‑advised by Dimensional and includes the firm’s disclaimer of beneficial ownership.
Practical implications depend on separate funds' strategies and whether any single fund approaches the 5% threshold; subsequent filings could show changes in percent ownership.
Disclosure clarifies voting/dispositive powers and the adviser‑client ownership structure.
The schedule details powers (sole voting: 6,123,303 shares; sole dispositive: 6,245,676 shares) and notes that the shares are owned by multiple registered investment companies and accounts for which Dimensional acts as adviser or sub‑adviser.
Because Dimensional disclaims beneficial ownership, the filing functions as a Section 13 filing to report aggregated fund holdings; monitor future amendments for any single fund crossing regulatory thresholds.
Key Figures
Key Terms
disclaims beneficial ownership regulatory
sole dispositive power regulatory
investment companies registered under the Investment Company Act regulatory
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What stake does Dimensional Fund Advisors report in SFNC?
Are any single client funds disclosed as owning more than 5% of SFNC?
Who signed the Schedule 13G/A for Dimensional in this filing?
AI-generated analysis. How Rhea-AI works. Not financial advice.