[SCHEDULE 13G] Worthington Steel, Inc. Passive Investment Disclosure (>5%)
Dimensional reports 5.1% stake in Worthington Steel
Dimensional Fund Advisors LP reported beneficial ownership of 2,566,114 shares of Worthington Steel Inc common stock on Schedule 13G, representing 5.1% of the class as of June 30, 2026.
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Dimensional Fund Advisors LP reported beneficial ownership of 2,566,114 shares of Worthington Steel Inc common stock on Schedule 13G, representing 5.1% of the class as of June 30, 2026. The securities are held across investment companies, commingled funds, group trusts and separate accounts it advises.
Dimensional has sole voting power over 2,512,586 shares and sole dispositive power over 2,566,114 shares, with no shared voting or dispositive power. All reported securities are owned by the underlying funds, which have rights to dividends and sale proceeds, and Dimensional disclaims beneficial ownership except for purposes of Section 13(d) of the Securities Exchange Act of 1934.
Key Figures
Beneficially owned shares:2,566,114 sharesPercent of class:5.1 %Sole voting power:2,512,586 shares+2 more
5 metrics
Beneficially owned shares2,566,114 sharesShares of Worthington Steel Inc common stock reported as beneficially owned by Dimensional
Percent of class5.1 %Aggregate ownership percentage of Worthington Steel Inc common stock
Sole voting power2,512,586 sharesShares over which Dimensional has sole power to vote or direct the vote
Sole dispositive power2,566,114 sharesShares over which Dimensional has sole power to dispose or direct disposition
CUSIP982104101CUSIP number for Worthington Steel Inc common stock
Key Terms
beneficial owner, Sole Voting Power, dispositive power, Investment Company Act of 1940, +1 more
5 terms
beneficial ownerregulatory
"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.
Sole Voting Powerfinancial
"5 | Sole Voting Power 2,512,586.00 6 | Shared Voting Power 0.00"
Sole voting power is the exclusive right to cast votes attached to a shareholder’s stock without needing approval from anyone else. Like holding the only remote control for a TV, it lets that holder decide corporate matters such as board members, mergers, and policy changes, making it important to investors because it concentrates control and can strongly influence a company’s strategy and the value of its shares.
dispositive powerfinancial
"Sole Dispositive Power 2,566,114.00 8 | Shared Dispositive Power 0.00"
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 1940regulatory
"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 1934regulatory
"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
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What stake in Worthington Steel (WS) does Dimensional Fund Advisors report?
Dimensional Fund Advisors reports beneficial ownership of 2,566,114 Worthington Steel common shares, representing 5.1% of the class. These shares are held across investment companies and accounts for which Dimensional or its subsidiaries act as adviser or manager.
How much voting power over Worthington Steel (WS) shares does Dimensional hold?
Dimensional has sole voting power over 2,512,586 Worthington Steel shares and no shared voting power. It also has sole dispositive power over 2,566,114 shares, meaning it can direct how those shares are sold or otherwise disposed of.
Who actually owns the Worthington Steel (WS) shares reported by Dimensional?
All reported Worthington Steel shares are owned by the funds and accounts advised by Dimensional. Dimensional may be deemed a beneficial owner due to voting or investment power but explicitly disclaims beneficial ownership beyond Section 13(d) reporting purposes.
Do any individual Dimensional-advised funds hold more than 5% of Worthington Steel (WS)?
To Dimensional’s knowledge, the interest of any one fund or account in Worthington Steel does not exceed 5% of the class. The 5.1% figure reflects the aggregate holdings across multiple advised funds and accounts.
What security and CUSIP are covered for Worthington Steel (WS) in this filing?
The filing covers Worthington Steel Inc common stock with CUSIP 982104101. Dimensional’s reported position and voting and dispositive powers all relate specifically to this class of Worthington Steel equity securities.
What is Dimensional Fund Advisors’ status and location in relation to Worthington Steel (WS)?
Dimensional Fund Advisors LP is a Delaware limited partnership and registered investment adviser, with its principal office at 6300 Bee Cave Road, Building One, Austin, TX 78746. It reports holdings in Worthington Steel on behalf of its advised funds and accounts.
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
SCHEDULE 13G
UNDER THE SECURITIES EXCHANGE ACT OF 1934
Worthington Steel Inc
(Name of Issuer)
Common Stock
(Title of Class of Securities)
982104101
(CUSIP Number)
06/30/2026
(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):
982104101
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
2,512,586.00
6
Shared Voting Power
0.00
7
Sole Dispositive Power
2,566,114.00
8
Shared Dispositive Power
0.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
2,566,114.00
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)
5.1 %
12
Type of Reporting Person (See Instructions)
IA
SCHEDULE 13G
Item 1.
(a)
Name of issuer:
Worthington Steel Inc
(b)
Address of issuer's principal executive offices:
100 West Old Wilson, Bridge Road, Columbus, OH 43085
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 Number(s):
982104101
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:
2,566,114 ** 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:
5.1 %
(c)
Number of shares as to which the person has:
(i) Sole power to vote or to direct the vote:
2,512,586** 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:
2,566,114** 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.
Not Applicable
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.
