Monitor for any future amendments that show a material increase or decrease in Dimensional's position, which could signal a shift in conviction. No immediate catalyst from this routine passive disclosure.
Price Chart
Executive Summary
Dimensional Fund Advisors LP disclosed a 5.1% passive stake in National Vision Holdings, Inc. via a new Schedule 13G filing, reporting beneficial ownership of 4,060,926 common shares as of September 30, 2026. This is a routine passive investment disclosure by a large quantitative asset manager, indicating no intent to influence management.
Key Financial Metrics
Key Facts
- Dimensional Fund Advisors LP filed a new Schedule 13G disclosing a 5.1% passive stake in National Vision Holdings, Inc.
- The stake comprises 4,060,926 shares of common stock as of September 30, 2026.
- Dimensional is a registered investment adviser and holds the shares on behalf of various funds; it disclaims beneficial ownership.
- The filing certifies the shares were acquired in the ordinary course of business and not to influence control.
- This is a new filing (not an amendment) for Dimensional; prior passive stakes in EYE were held by Wellington Management and FMR/Fidelity.
Financial Impact
Passive 5.1% stake; no direct financial impact from the filing itself.
Risk Factors
- No material risks identified from this passive stake filing.
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G Filing (Primary) | 0000354204-26-001057 |
| Document: 0000354204-26-001057-index.html | 0000354204-26-001057 |
| Document: 0000354204-26-001057.txt | 0000354204-26-001057 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 8, 2026 19d ago | SC 13G | $16.74 | awaiting T+60 | — | $17.80 (+6.33%) |
Sep 2, 2026 8w ago | Court Ruling | $16.87 | awaiting T+60 | — | $17.80 (+5.51%) |
Jun 16, 2026 19w ago | Institutional Cluster | $17.57 $17.13 | ▼ −2.50% | ▼ −3.50% | $17.80 (+1.31%) |
Jun 9, 2026 20w ago | Insider Buy | $17.58 $16.87 | ▼ −4.04% | ▼ −10.62% | $17.80 (+1.25%) |
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