SCHEDULE: Dimensional Fund Advisors Discloses 5.2% Stake in Forum Energy
Beneficial Ownership Disclosure
Dimensional Fund Advisors LP has reported a 5.2% beneficial ownership stake in Forum Energy Technologies Inc. common stock.
Summary
- Dimensional Fund Advisors LP reported beneficial ownership of 593,136 shares of Forum Energy Technologies Inc. common stock.
- This ownership represents 5.2% of the class of securities.
- Dimensional Fund Advisors LP, an investment adviser, holds these shares on behalf of various investment companies, commingled funds, group trusts, and separate accounts (collectively, "Funds").
- The firm disclaims beneficial ownership of these securities, as they are ultimately owned by the Funds.
- Dimensional Fund Advisors LP holds sole voting power over 581,712 shares and sole dispositive power over 593,136 shares.
Sentiment
Score: 5
Explanation: Neutral, as this is a routine disclosure of passive institutional ownership and does not contain performance or strategic updates.
Future Outlook
NA
Industry Context
This is a routine disclosure by an institutional investment advisor, common across all industries for publicly traded companies. It indicates a significant, but passive, investment by Dimensional Fund Advisors LP in Forum Energy Technologies Inc., an energy technology company.
Stakeholder Impact
- Shareholders: The disclosure of a significant institutional holder may provide some level of confidence, though the ownership is explicitly passive and not intended to influence control.
Key Dates
| Date | Description |
|---|---|
| 12/31/2025 | Date of event which requires filing of this statement |
| 01/21/2026 | Signature date of the filing |
Keywords
Forum Energy Technologies Inc, Dimensional Fund Advisors LP, Schedule 13G, Common Stock, Beneficial Ownership, Institutional Investor, SEC Filing, Investment Adviser
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