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Dimensional Fund Advisors LP (USNA) reports 4.6% USANA stake in 13G/A

Filing Impact
(Moderate)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

Dimensional Fund Advisors LP reported its holdings in USANA Health Sciences Inc. common stock as of 12/31/2025 on an amended Schedule 13G. The firm reported beneficial ownership of 848,452 shares, representing 4.6% of USANA’s outstanding common stock, which is at or below the 5% reporting threshold.

Dimensional reported sole voting power over 829,834 shares and sole dispositive power over the full 848,452 shares, with no shared voting or dispositive power. The filing explains that all securities are actually owned by various funds and accounts it advises (the “Funds”), and that Dimensional may be deemed a beneficial owner solely because it has voting and/or investment power for those Funds.

Dimensional explicitly disclaims beneficial ownership of the shares, stating that the holdings are managed in the ordinary course of business and not for the purpose of changing or influencing control of USANA.

Positive

  • None.

Negative

  • None.





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





SCHEDULE 13G



Dimensional Fund Advisors LP
Signature:Selwyn Notelovitz
Name/Title:Global Chief Compliance Officer
Date:01/21/2026

FAQ

What percentage of USANA (USNA) shares does Dimensional Fund Advisors LP report owning?

Dimensional Fund Advisors LP reports beneficial ownership of 4.6% of USANA Health Sciences Inc. common stock, corresponding to 848,452 shares as of 12/31/2025.

How many USANA (USNA) shares does Dimensional Fund Advisors LP have voting power over?

Dimensional Fund Advisors LP reports sole voting power over 829,834 USANA common shares and no shared voting power.

Who actually owns the USANA (USNA) shares reported by Dimensional Fund Advisors LP?

The filing states that all reported USANA shares are owned by various investment companies, commingled funds, group trusts and separate accounts advised by Dimensional (the “Funds”), and that Dimensional disclaims beneficial ownership of these securities.

Does Dimensional Fund Advisors LP seek to influence control of USANA (USNA) with these holdings?

No. Dimensional certifies that the USANA securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of the issuer.

What is Dimensional Fund Advisors LP’s dispositive power over USANA (USNA) shares?

Dimensional reports sole dispositive power over 848,452 USANA shares and no shared dispositive power, meaning it can direct how those shares are disposed of on behalf of the Funds.

Why is this USANA (USNA) filing labeled Schedule 13G/A Amendment No. 1?

The document is an Amendment No. 1 to a Schedule 13G, updating Dimensional Fund Advisors LP’s passive ownership information regarding USANA Health Sciences Inc. common stock as of 12/31/2025.
Usana Health Sciences Inc

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