SCHEDULE: Dimensional Fund Advisors Discloses 4.8% Stake in MarineMax

Dimensional Fund Advisors LP has filed an amended Schedule 13G, reporting a 4.8% passive ownership stake in MarineMax Inc. as of December 31, 2025.

Summary

• Dimensional Fund Advisors LP, an investment adviser, reported beneficial ownership of 1,044,643 shares of MarineMax Inc. Common Stock.
• This represents 4.8% of the class of securities, falling below the 5% threshold for a new filing but updated via an amendment.
• Dimensional Fund Advisors LP holds sole voting power over 1,014,478 shares and sole dispositive power over 1,044,643 shares.
• The securities are owned by various investment companies, commingled funds, group trusts, and separate accounts (collectively, 'Funds') for which Dimensional acts as an investment adviser or manager.
• Dimensional Fund Advisors LP explicitly disclaims beneficial ownership of these securities, stating they are held by the Funds.
• The filing certifies that the securities were acquired and are held in the ordinary course of business, not for the purpose of changing or influencing control of MarineMax Inc.

Sentiment

Score: 5

Explanation: This is a routine regulatory filing (Schedule 13G/A) disclosing passive ownership, which typically has a neutral sentiment as it does not convey new operational or financial performance information about the issuer.

Positives

• NA

Negatives

• NA

Risks

• Dimensional Fund Advisors LP disclaims beneficial ownership of the reported securities, meaning they do not directly own the shares but manage them on behalf of various funds. This clarifies that Dimensional does not bear the direct investment risk or reward of the shares.

Future Outlook

NA

Management Comments

• Dimensional Fund Advisors LP certifies that the securities were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities.

Industry Context

NA

Stakeholder Impact

• Shareholders: Provides transparency regarding a significant institutional investor's passive stake, confirming no intent to influence control.

Key Dates

Keywords

MarineMax Inc, Dimensional Fund Advisors, Schedule 13G, Common Stock, Institutional Ownership, Investment Adviser, Passive Investment, SEC Filing