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Dimensional Fund Advisors (NYSE: HTLD) holds 3.87M shares, 5.0% stake

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

Rhea-AI Filing Summary

Dimensional Fund Advisors reports 3,873,653 shares of Heartland Express Inc common stock, representing 5.0%. The filing states Dimensional has sole voting power over 3,778,182 shares and sole dispositive power over 3,873,653 shares, and that the reported shares are owned by managed Funds while Dimensional disclaims beneficial ownership.

Positive

  • None.

Negative

  • None.

Insights

Large passive manager holds a 5.0% position via client funds.

Dimensional Fund Advisors reports a 3,873,653-share position in Heartland Express, with voting and dispositive powers held in its advisory capacity for multiple pooled vehicles. The filing emphasizes that the securities are owned by the Funds and that Dimensional disclaims beneficial ownership.

Because this is a Schedule 13G disclosure by an investment adviser, it is consistent with passive or investment-management holdings; subsequent filings would show changes if trading activity occurs.

Shares beneficially owned 3,873,653 shares reported on Schedule 13G
Percent of class 5.0% ownership percentage reported
Sole voting power 3,778,182 shares shares with sole voting power
Filing signature date 04/09/2026 signature by Global Chief Compliance Officer
disclaims beneficial ownership regulatory
"Dimensional disclaims beneficial ownership of such securities."
sole dispositive power financial
"Sole power to dispose or to direct the disposition of: 3,873,653"
Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.
Section 13(d) regulatory
"for any other purposes than Section 13(d) of the Securities Exchange Act"





422347104

(CUSIP Number)
03/31/2026

(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





SCHEDULE 13G



Dimensional Fund Advisors LP
Signature:Selwyn Notelovitz
Name/Title:Global Chief Compliance Officer
Date:04/09/2026

FAQ

What stake does Dimensional Fund Advisors report in Heartland Express (HTLD)?

Dimensional reports 3,873,653 shares of Heartland Express common stock, representing 5.0% of the class. The filing lists sole voting power for 3,778,182 shares and sole dispositive power for 3,873,653 shares.

Does Dimensional claim beneficial ownership of the HTLD shares?

No. Dimensional states the shares are owned by client Funds and explicitly disclaims beneficial ownership. It reports voting and dispositive power in its advisory role while attributing legal ownership to the Funds.

Who holds the voting authority for the reported Heartland Express shares?

The filing shows Dimensional has sole voting power over 3,778,182 shares. This reflects Dimensional's voting control as adviser for the client Funds that own the securities.

Are the reported HTLD holdings held on behalf of a single fund or multiple accounts?

The filing explains the position is held across multiple client vehicles: registered investment companies, commingled funds, group trusts and separate accounts. Dimensional says no single Fund is known to exceed 5.0% of the class.

When was this Schedule 13G signed for Dimensional's HTLD position?

The signature block shows the filing was signed on 04/09/2026 by Selwyn Notelovitz, Global Chief Compliance Officer, confirming the reported ownership as of the filing period.