Dimensional Reports 3.9% Stake in Terex

Dimensional Fund Advisors filed Amendment No. 1 to a Schedule 13G/A reporting beneficial ownership of 4,442,435 shares of Terex Corp common stock, representing 3.9% of the class.

Accepted by SEC EDGAR 04/09/2026 - 01:42 PM EDT Learn about SEC filing dates

Rhea-AI Filing Summary

Dimensional Fund Advisors filed Amendment No. 1 to a Schedule 13G/A reporting beneficial ownership of 4,442,435 shares of Terex Corp common stock, representing 3.9% of the class. The filing states Dimensional has sole voting power over 4,332,083 shares and sole dispositive power over 4,442,435 shares. The filing clarifies these shares are owned by investment funds for which Dimensional acts as adviser and that Dimensional disclaims beneficial ownership.

Insights

Institutional Ownership Specialist

Large asset manager reports a passive ownership stake in Terex.

Dimensional reports 4,442,435 shares (3.9%) of Terex common stock held on behalf of funds it advises. The filing identifies voting and dispositive powers, with 4,332,083 shares under sole voting control.

Because the stake is below 5% and Dimensional disclaims beneficial ownership, this is a routine institutional disclosure under Section 13(d)/13(g); subsequent filings would show any material changes.

Corporate Governance Analyst

Disclosure clarifies advisory role and power levels rather than direct ownership.

The schedule explains that the shares are owned by multiple Funds and that Dimensional, as adviser/sub-adviser, may possess voting/investment power. The filing includes a standard disclaimer that Dimensional disclaims beneficial ownership.

Materiality is limited because no single Fund exceeds 5% and no control claim is asserted.

Key Figures

Beneficial ownership: 4,442,435 shares Percent of class: 3.9% Sole voting power: 4,332,083 shares +2 more

5 metrics

Beneficial ownership 4,442,435 shares Amount beneficially owned reported in Item 4

Percent of class 3.9% Percent of class reported in Item 4(b)

Sole voting power 4,332,083 shares Sole power to vote reported in Item 4(c)(i)

Sole dispositive power 4,442,435 shares Sole power to dispose reported in Item 4(c)(iii)

Filing date (signature) 04/09/2026 Signature date on the amendment

Key Terms

disclaims beneficial ownership, sole dispositive power, Investment Company Act funds

3 terms

disclaims beneficial ownership regulatory

"Dimensional disclaims beneficial ownership of such securities."

sole dispositive power regulatory

"Sole power to dispose or to direct the disposition of: 4,442,435"

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 funds financial

"investment companies registered under the Investment Company Act of 1940"

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What stake does Dimensional Fund Advisors report in Terex (TEX)?

Dimensional reports beneficial ownership of 4,442,435 shares, or 3.9% of Terex common stock. The filing states sole voting power for 4,332,083 shares and sole dispositive power for 4,442,435 shares on behalf of funds it advises.

Does Dimensional claim direct beneficial ownership of the Terex shares?

No; Dimensional disclaims beneficial ownership of the reported shares. The schedule explains the shares are owned by the Funds advised by Dimensional, which may possess voting or investment power as adviser or sub-adviser.

Is any single fund reported as holding more than 5% of Terex shares?

No; the filing states no one Fund is known to exceed 5% of the class. The disclosure notes the Funds have the right to dividends or proceeds but that individual Fund holdings do not exceed the 5% threshold.

What power does Dimensional report over the reported Terex shares?

Dimensional reports sole voting power over 4,332,083 shares and sole dispositive power over 4,442,435 shares. Shared voting and dispositive powers are reported as zero in the filing.

Who signed the Schedule 13G/A amendment for Dimensional Fund Advisors?

The filing was signed by Selwyn Notelovitz, Global Chief Compliance Officer. The signature block shows the filing date as 04/09/2026 and identifies the reporting person and principal business address.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

(Amendment No. 1)

Terex Corp

(Name of Issuer)

Common Stock

(Title of Class of Securities)

880779103

(CUSIP Number)

03/31/2026

(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

CUSIP Number(s): 880779103

1

Names of Reporting Persons

Dimensional Fund Advisors LP

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

UNITED STATES

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 4,332,083.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 4,442,435.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

4,442,435.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

3.9 %

12

Type of Reporting Person (See Instructions)

IA

SCHEDULE 13G

Item 1.
(a)	Name of issuer: Terex Corp
(b)	Address of issuer's principal executive offices: 301 Merritt 7, 4th Floor, Norwalk, CT 06851
Item 2.
(a)	Name of person filing: Dimensional Fund Advisors LP
(b)	Address or principal business office or, if none, residence: 6300 Bee Cave Road, Building One, Austin, TX 78746
(c)	Citizenship: Delaware Limited Partnership
(d)	Title of class of securities: Common Stock
(e)	CUSIP No.:
Item 3.	If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)	Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)	Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)	Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)	Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)	An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)	An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)	A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)	A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)	A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)	A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:
(k)	Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.	Ownership
(a)	Amount beneficially owned: 4,442,435 ** see Note 1 ** ** Note 1 ** Dimensional Fund Advisors LP, an investment adviser registered under Section 203 of the Investment Advisors Act of 1940, furnishes investment advice to four investment companies registered under the Investment Company Act of 1940, and serves as investment manager or sub-adviser to certain other commingled funds, group trusts and separate accounts (such investment companies, trusts and accounts, collectively referred to as the "Funds"). In certain cases, subsidiaries of Dimensional Fund Advisors LP may act as an adviser or sub-adviser to certain Funds. In its role as investment advisor, sub-adviser and/or manager, Dimensional Fund Advisors LP or its subsidiaries (collectively, "Dimensional") may possess voting and/or investment power over the securities of the Issuer that are owned by the Funds, and may be deemed to be the beneficial owner of the shares of the Issuer held by the Funds. However, all securities reported in this schedule are owned by the Funds. Dimensional disclaims beneficial ownership of such securities. In addition, the filing of this Schedule 13G shall not be construed as an admission that the reporting person or any of its affiliates is the beneficial owner of any securities covered by this Schedule 13G for any other purposes than Section 13(d) of the Securities Exchange Act of 1934.
(b)	Percent of class: 3.9 %
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: 4,332,083** see Note 1 **
	(ii) Shared power to vote or to direct the vote: 0
	(iii) Sole power to dispose or to direct the disposition of: 4,442,435** see Note 1 **
	(iv) Shared power to dispose or to direct the disposition of: 0
Item 5.	Ownership of 5 Percent or Less of a Class.
	Ownership of 5 percent or less of a class
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	If any other person is known to have the right to receive or the power to direct the receipt of dividends from, or the proceeds from the sale of, such securities, a statement to that effect should be included in response to this item and, if such interest relates to more than 5 percent of the class, such person should be identified. A listing of the shareholders of an investment company registered under the Investment Company Act of 1940 or the beneficiaries of employee benefit plan, pension fund or endowment fund is not required. The Funds described in Note 1 above have the right to receive or the power to direct the receipt of dividends from, or the proceeds from the sale of the securities held in their respective accounts. To the knowledge of Dimensional, the interest of any one such Fund does not exceed 5% of the class of securities. Dimensional Fund Advisors LP disclaims beneficial ownership of all such securities.
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	Not Applicable
Item 8.	Identification and Classification of Members of the Group.
	Not Applicable
Item 9.	Notice of Dissolution of Group.
	Not Applicable

Item 10.

Certifications:

By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under ?? 240.14a-11.

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

Dimensional Fund Advisors LP

Signature:	Selwyn Notelovitz
Name/Title:	Global Chief Compliance Officer
Date:	04/09/2026