Dimensional reports 4.5% holding in Marriott Vacations Worldwide Corp (VAC)
Filing Impact
Filing Sentiment
Form Type
SCHEDULE 13G/A
Rhea-AI Filing Summary
Dimensional Fund Advisors LP, a Delaware limited partnership and registered investment adviser, reports beneficial ownership of 1,546,705 shares of Marriott Vacations Worldwide Corp common stock as of June 30, 2026. This position represents 4.5% of the company’s outstanding common stock.
Dimensional reports sole voting power over 1,517,573 shares and sole dispositive power over 1,546,705 shares, with no shared voting or dispositive authority. All reported securities are owned by underlying funds for which Dimensional or its subsidiaries provide advisory or management services, and Dimensional disclaims beneficial ownership of these securities except for Section 13(d) reporting purposes.
Positive
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Negative
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Key Figures
Beneficially owned shares: 1,546,705 shares
Percent of class owned: 4.5%
Sole voting power: 1,517,573 shares
+2 more
5 metrics
Beneficially owned shares
1,546,705 shares
Common stock of Marriott Vacations Worldwide Corp reported by Dimensional Fund Advisors LP
Percent of class owned
4.5%
Portion of Marriott Vacations Worldwide Corp common stock class reported by Dimensional
Sole voting power
1,517,573 shares
Shares of Marriott Vacations Worldwide Corp over which Dimensional has sole power to vote
Sole dispositive power
1,546,705 shares
Shares of Marriott Vacations Worldwide Corp over which Dimensional can solely direct disposition
Ownership reporting date
06/30/2026
Date associated with Dimensional’s reported holdings in Marriott Vacations Worldwide Corp
Key Terms
beneficial owner, dispositive power, Investment Company Act of 1940, Section 13(d) of the Securities Exchange Act of 1934
4 terms
beneficial owner regulatory
"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 regulatory
"Sole power to dispose or to direct the disposition of"
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 Company Act of 1940 regulatory
"investment companies registered under the Investment Company Act of 1940"
A U.S. federal law that sets the rulebook for pooled investment vehicles such as mutual funds, exchange-traded funds and similar money managers, requiring them to register with regulators, disclose holdings and fees, limit conflicts of interest, and follow governance standards. It matters to investors because these protections and transparency rules act like a referee and scoreboard, helping people compare funds, trust that managers follow fair practices, and spot hidden costs or risks.
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.
FAQ
What stake in Marriott Vacations Worldwide Corp (VAC) does Dimensional Fund Advisors report?
Dimensional Fund Advisors reports beneficial ownership of 1,546,705 shares of Marriott Vacations Worldwide Corp common stock, equal to 4.5% of the class. The shares are held across underlying funds to which Dimensional or its subsidiaries provide investment advisory or management services.
Does Dimensional Fund Advisors claim full beneficial ownership of its VAC holdings?
Dimensional Fund Advisors may be deemed a beneficial owner for Section 13(d) purposes but expressly disclaims beneficial ownership of all reported Marriott Vacations shares. The securities are owned by underlying funds for which Dimensional or its subsidiaries provide advisory or management services.
Is any single Dimensional-managed fund reported to own more than 5% of VAC stock?
According to Dimensional, the interest of any one fund in Marriott Vacations Worldwide Corp does not exceed 5% of the class. The reported 4.5% ownership reflects aggregate holdings across multiple funds rather than a concentrated position in a single vehicle.