Dimensional Fund Advisors reports 5.3% Urban Outfitters (URBN) stake
Rhea-AI Filing Summary
Dimensional Fund Advisors reports that it may be deemed the beneficial owner of 4,573,363 shares of Urban Outfitters Inc common stock, representing 5.3% of the class as of June 30, 2026.
Dimensional has sole voting power over 4,481,138 shares and sole dispositive power over 4,573,363 shares, with no shared voting or dispositive power. All securities are owned by underlying funds for which Dimensional or its subsidiaries act as adviser or manager, and Dimensional disclaims beneficial ownership outside Section 13(d) purposes. The funds have the right to receive dividends and sale proceeds, and to Dimensional’s knowledge no single fund holds more than 5% of the class.
Positive
- None.
Negative
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Key Figures
Beneficially owned shares: 4,573,363 shares
Percent of class: 5.3%
Sole voting power: 4,481,138 shares
+4 more
7 metrics
Beneficially owned shares
4,573,363 shares
Amount Dimensional may be deemed to beneficially own in Urban Outfitters common stock
Percent of class
5.3%
Portion of Urban Outfitters common stock represented by Dimensional’s reported holdings
Sole voting power
4,481,138 shares
Shares over which Dimensional has sole power to vote or direct the vote
Shared voting power
0 shares
Shares over which Dimensional has shared power to vote or direct the vote
Sole dispositive power
4,573,363 shares
Shares over which Dimensional has sole power to dispose or direct disposition
Shared dispositive power
0 shares
Shares over which Dimensional has shared power to dispose or direct disposition
Ownership date
06/30/2026
Date as of which Urban Outfitters ownership information is reported
Key Terms
beneficial owner, dispositive power, Investment Advisors Act of 1940, Section 13(d) of the Securities Exchange Act of 1934, +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.
dispositive power financial
"Sole power to dispose or to direct the disposition of: 4,573,363"
Dispositive power is the authority to decide the final outcome of an asset, legal claim, contract, or corporate action — in effect the power to dispose of or resolve something. For investors it matters because whoever holds that authority can determine who gets paid, who controls an asset or vote, and how risks and returns are allocated; think of it like holding the key that lets you lock in the winner or loser in a deal.
Investment Advisors Act of 1940 regulatory
"an investment adviser registered under Section 203 of the Investment Advisors Act of 1940"
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.
Schedule 13G regulatory
"all securities reported in this schedule are owned by the Funds"
A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.
AI-generated analysis. How Rhea-AI works. Not financial advice.
FAQ
Does Dimensional Fund Advisors claim full beneficial ownership of its Urban Outfitters (URBN) position?
Dimensional Fund Advisors disclaims beneficial ownership of the Urban Outfitters securities beyond Section 13(d) reporting purposes. It explains that all reported shares are owned by client funds, even though Dimensional may exercise voting and investment power.