Monitor for any future conversion to a 13D filing or any unusual trading volume. Dimensional is a systematic quant manager — this is a routine position update, not a catalyst.
Price Chart
Executive Summary
Dimensional Fund Advisors LP filed an amended Schedule 13G disclosing a 6.2% passive stake in Carter Bankshares as of September 30, 2026, representing 1,364,215 shares. The filing is routine and reflects a modest increase from the prior filing, with no indication of activist intent.
Key Financial Metrics
Key Facts
- Dimensional Fund Advisors LP reported beneficial ownership of 1,364,215 shares of Carter Bankshares common stock as of September 30, 2026.
- The stake represents 6.2% of shares outstanding, up from the prior filing.
- The filing is an amendment to a Schedule 13G, confirming passive investment intent with no activist purpose.
- Dimensional disclaims beneficial ownership of the securities, which are held by various funds it advises.
Financial Impact
No material financial impact — routine passive stake disclosure with a modest increase in position size.
Risk Factors
- No material risks identified from this filing — it is a standard passive investor update.
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G/A Filing (Primary) | 0000354204-26-001038 |
| Document: 0000354204-26-001038-index.html | 0000354204-26-001038 |
| Document: 0000354204-26-001038.txt | 0000354204-26-001038 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 8, 2026 19d ago | SC 13G/A | $30.47 | awaiting T+60 | — | $30.32 (−0.49%) |
Aug 17, 2026 10w ago | 8-K | $31.53 | awaiting T+60 | — | $30.32 (−3.84%) |
Aug 7, 2026 11w ago | Institutional Cluster | $33.00 | awaiting T+60 | — | $30.32 (−8.12%) |
Jul 30, 2026 12w ago | Insider Cluster | $34.13 $30.57 | ▼ −10.43% | ▼ −12.90% | $30.32 (−11.16%) |
Jul 30, 2026 12w ago | Insider Cluster | $34.13 $30.57 | ▼ −10.43% | ▼ −12.90% | $30.32 (−11.16%) |
Jul 27, 2026 13w ago | 8-K | $34.07 $30.18 | ▼ −11.42% | ▼ −15.47% | $30.32 (−11.01%) |
Jul 23, 2026 13w ago | 8-K | $33.90 $30.31 | ▼ −10.59% | ▼ −15.14% | $30.32 (−10.56%) |
Jun 24, 2026 17w ago | 8-K | $32.68 $30.79 | ▼ −5.78% | ▼ −9.51% | $30.32 (−7.22%) |
May 29, 2026 21w ago | 8-K | $27.14 $31.40 | ▲ +15.70% | ▲ +14.46% | $30.32 (+11.72%) |
May 5, 2026 25w ago | Insider Cluster | $26.05 $34.13 | ▲ +31.01% | ▲ +28.27% | $30.32 (+16.39%) |
US Market Status
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