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Dimensional Fund Advisors (SFNC) reports 4.3% ownership of Simmons First common stock

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

Rhea-AI Filing Summary

Simmons First National Corp: Dimensional Fund Advisors reports beneficial ownership of 6,245,676 shares, representing 4.3% of Common Stock. The filing states Dimensional has sole voting power over 6,123,303 shares and sole dispositive power over 6,245,676 shares. The report notes that the shares are owned by investment funds advised or sub‑advised by Dimensional and that Dimensional "disclaims beneficial ownership" of the securities.

Positive

  • None.

Negative

  • None.

Insights

Dimensional holds a 4.3% stake via client funds; voting and dispositive powers are specified.

Dimensional reports beneficial ownership of 6,245,676 shares with sole voting power over 6,123,303 shares. The filing attributes ownership to multiple funds advised or sub‑advised by Dimensional and includes the firm’s disclaimer of beneficial ownership.

Practical implications depend on separate funds' strategies and whether any single fund approaches the 5% threshold; subsequent filings could show changes in percent ownership.

Disclosure clarifies voting/dispositive powers and the adviser‑client ownership structure.

The schedule details powers (sole voting: 6,123,303 shares; sole dispositive: 6,245,676 shares) and notes that the shares are owned by multiple registered investment companies and accounts for which Dimensional acts as adviser or sub‑adviser.

Because Dimensional disclaims beneficial ownership, the filing functions as a Section 13 filing to report aggregated fund holdings; monitor future amendments for any single fund crossing regulatory thresholds.

Beneficial ownership 6,245,676 shares Amount beneficially owned reported in Item 4
Percent of class 4.3% Percent of Common Stock reported in Item 4(b)
Sole voting power 6,123,303 shares Sole power to vote reported in Item 4(c)(i)
Filing amendment Amendment No. 7 Cover header of the Schedule 13G/A
Signature date 04/09/2026 Signature date on the filing
disclaims beneficial ownership regulatory
"Dimensional disclaims beneficial ownership of such securities."
sole dispositive power regulatory
"Sole power to dispose or to direct the disposition of: 6,245,676"
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.
investment companies registered under the Investment Company Act regulatory
"furnishes investment advice to four investment companies registered under the Investment Company Act"
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828730200

(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 SFNC?

Dimensional reports beneficial ownership of 6,245,676 shares, equal to 4.3% of SFNC's common stock. The filing attributes the shares to funds advised or sub‑advised by Dimensional and includes a disclaimer of beneficial ownership.

How many shares does Dimensional have voting power over in SFNC?

Dimensional reports sole voting power over 6,123,303 shares of SFNC common stock. The filing states voting authority arises from Dimensional's advisory role to the funds that own the shares.

Does Dimensional claim direct beneficial ownership of SFNC shares?

No. The filing states that the securities are owned by client Funds and that Dimensional "disclaims beneficial ownership" of the reported shares. Dimensional acts as adviser or sub‑adviser to the Funds owning the shares.

Are any single client funds disclosed as owning more than 5% of SFNC?

The filing says no single Fund is known to exceed 5% of the class. It lists the aggregated Fund holdings but does not identify any individual Fund exceeding that threshold.

Who signed the Schedule 13G/A for Dimensional in this filing?

The filing is signed by Selwyn Notelovitz, identified as Global Chief Compliance Officer, with the signature date of 04/09/2026.