SCHEDULE 13G: Dimensional Fund Advisors Discloses 5.1% Stake in Terex Corp
Beneficial Ownership Report
Dimensional Fund Advisors LP has reported a 5.1% beneficial ownership stake in Terex Corp, holding over 3.3 million shares.
Summary
- Dimensional Fund Advisors LP, an investment adviser, has filed a Schedule 13G indicating beneficial ownership of 3,357,963 shares of Terex Corp Common Stock.
- This ownership represents 5.1% of the class of securities.
- Dimensional Fund Advisors LP holds sole voting power over 3,267,742 shares and sole dispositive power over 3,357,963 shares.
- The securities are owned by various funds for which Dimensional Fund Advisors LP acts as an investment adviser, manager, or sub-adviser.
- Dimensional Fund Advisors LP disclaims beneficial ownership of these securities for purposes other than Section 13(d) of the Securities Exchange Act of 1934.
Sentiment
Score: 5
Explanation: The filing is a factual disclosure of beneficial ownership and does not inherently convey positive or negative sentiment regarding the issuer's performance or prospects. It indicates a significant institutional investment.
Positives
- NA
Negatives
- NA
Risks
- NA
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 not for the purpose or with the effect of changing or influencing the control of Terex Corp.
Industry Context
NA
Comparison to Industry Standards
- NA
Management Changes
| Role | Previous Person | New Person | Effective Date | Reason |
|---|---|---|---|---|
Corporate Governance
| Change Type | Description | Effective Date | Impact Assessment |
|---|---|---|---|
Legal Proceedings
- NA
Related Party Transactions
- NA
Stakeholder Impact
- Shareholders: Disclosure of a significant institutional investor holding a 5.1% stake may influence market perception and investor confidence in Terex Corp.
Next Steps
- NA
Key Dates
| Date | Description |
|---|---|
| 09/30/2025 | Date of event which requires filing of this statement |
| 10/09/2025 | Signature date of the filing by Dimensional Fund Advisors LP |
Keywords
Terex Corp, Dimensional Fund Advisors, Beneficial Ownership, Schedule 13G, Common Stock, Institutional Investor, Investment Adviser
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