TIPT: Dimensional Reports 2,175,071 Shares (5.8%) Stake

Dimensional Fund Advisors LP reported beneficial ownership of 2,175,071 shares of Tiptree Inc common stock, representing 5.8% of the class as of 09/30/2025.

Rhea-AI Filing Summary

Dimensional Fund Advisors LP reported beneficial ownership of 2,175,071 shares of Tiptree Inc common stock, representing 5.8% of the class as of 09/30/2025. The filing is a Schedule 13G/A, indicating a passive investment position; Dimensional disclaims beneficial ownership and states the shares are held by various managed Funds for which it provides advisory services. The filing shows 2,136,743 shares with sole voting power and 2,175,071 shares with sole dispositive power. The signature block is by the Global Chief Compliance Officer on 10/09/2025.

Positive

• Clear passive disclosure via Schedule 13G/A indicates no intent to change control
• Significant stake of 2,175,071 shares (represents 5.8% of the class)
• Sole voting power reported for 2,136,743 shares, showing centralized voting authority within the adviser relationship

Negative

• None.

Insights

Institutional Ownership Analyst

Dimensional reports a passive 5.8% stake in Tiptree, held across managed Funds.

Dimensional Fund Advisors LP discloses beneficial ownership of 2,175,071 shares with sole voting power reported for 2,136,743 shares, consistent with a regulatory passive-holder filing under Schedule 13G/A.

The position is presented as held on behalf of multiple Funds, so voting and disposition powers flow through advisory relationships rather than direct ownership; this structure implies limited control intent as of 09/30/2025. Monitor future filings for any change to Schedule 13D or material increases above 5.8 that would indicate active intent.

FAQ

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

What stake does Dimensional Fund Advisors hold in Tiptree Inc (TIPT)?

Dimensional Fund Advisors LP reports beneficial ownership of 2,175,071 shares, representing 5.8% of the common stock.

Is the filing a passive Schedule 13G or an active Schedule 13D for TIPT?

The filing is a Schedule 13G/A, which indicates a passive investment position rather than an intent to change or influence control.

How many shares does Dimensional have sole voting power over for TIPT?

The filing reports sole voting power for 2,136,743 shares.

Who holds the shares reported by Dimensional for TIPT?

All reported shares are owned by various Funds managed or advised by Dimensional; Dimensional disclaims beneficial ownership of the securities.

When were the ownership figures in the TIPT filing measured?

The event date for the figures is 09/30/2025, and the form was signed on 10/09/2025.

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

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Accepted by SEC EDGAR 10/09/2025 - 01:48 PM EDT Learn about SEC filing dates

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

(Amendment No. 8)

Tiptree Inc

(Name of Issuer)

Common Stock

(Title of Class of Securities)

88822Q103

(CUSIP Number)

09/30/2025

(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)

SCHEDULE 13G

CUSIP No. 88822Q103

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 2,136,743.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 2,175,071.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

2,175,071.00

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)

5.8 %

12

Type of Reporting Person (See Instructions)

IA

SCHEDULE 13G

Item 1.
(a)	Name of issuer: Tiptree Inc
(b)	Address of issuer's principal executive offices: 660 Steamboat Rd, Greenwich, CT 06830
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.: 88822Q103
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: 2,175,071 ** 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: 5.8 %
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: 2,136,743** 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: 2,175,071** 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.
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:	10/09/2025