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Dimensional Fund Advisors (NYSE: MATW) reports 5.2% stake in Matthews

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

Rhea-AI Filing Summary

Matthews International Corp ownership disclosure: Dimensional Fund Advisors reports beneficial ownership of 1,614,201 shares of Common Stock, representing 5.2% of the class. The filing lists 1,573,278 shares as sole voting power and 1,614,201 as sole dispositive power.

The filing is a Schedule 13G disclosure by an institutional investor acting on behalf of multiple funds; Dimensional states the reported securities are owned by the Funds and disclaims beneficial ownership. The signature date is 04/09/2026.

Positive

  • None.

Negative

  • None.

Insights

Large passive stake filing by an investment manager; routine institutional disclosure.

Dimensional Fund Advisors reports 1,614,201 shares ( 5.2% ) of Matthews International Corp as beneficially owned on behalf of multiple funds. The schedule clarifies voting and dispositive powers: 1,573,278 sole votes and 1,614,201 sole dispositive power.

Because Dimensional states the shares are owned by the Funds and disclaims beneficial ownership, this is a regulatory ownership threshold disclosure rather than an operational change. Subsequent filings may show changes in position.

Beneficial ownership 1,614,201 shares reported on Schedule 13G
Sole voting power 1,573,278 shares voting power reported in filing
Percent of class <percent>5.2%</percent> percentage of common stock class
Schedule 13G regulatory
"Dimensional Fund Advisors reports on Schedule 13G beneficial ownership"
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.
Beneficial ownership financial
"Amount beneficially owned: 1,614,201 see Note 1"
Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.
Sole dispositive power regulatory
"Sole power to dispose or to direct the disposition of: 1,614,201"
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.





577128101

(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 MATW?

Dimensional reports beneficial ownership of 1,614,201 shares, equal to 5.2% of Matthews International Corp common stock as stated in the Schedule 13G filing dated 04/09/2026. The shares are held on behalf of multiple funds.

Does Dimensional have voting control over the MATW shares?

The filing lists 1,573,278 shares as sole voting power, indicating Dimensional can direct votes for most reported shares. The filing also lists 1,614,201 shares as sole dispositive power for sale or transfer decisions.

Are the shares reported by Dimensional personally owned?

No. Dimensional states the securities are owned by the Funds it advises and explicitly disclaims beneficial ownership. The Schedule 13G treats the position as held on behalf of multiple registered investment vehicles and accounts.

Why was a Schedule 13G filed instead of a Schedule 13D for MATW?

A Schedule 13G is used by certain institutional investors holding more than 5% when acquisition is passive. Dimensional's filing style and disclaimer indicate an institutional, non-activist ownership posture under applicable rules.