Dimensional Fund Advisors LP Acquires 5.0% Stake in Pathward Financial Inc (CASH)

On April 9, 2026, Dimensional Fund Advisors LP filed a Schedule 13G with the SEC, reporting a new ownership stake in Pathward Financial Inc (CASH). As of the event date on March 31, 2026, the investment adviser reported beneficial ownership of 1,093,338 shares of Common Stock, representing 5.0% of the company's outstanding shares. The filing indicates that Dimensional Fund Advisors LP holds sole voting power over 1,068,610 shares and sole dispositive power over the full 1,093,338 shares. The shares are held across various investment companies, trusts, and separate accounts for which Dimensional serves as an investment adviser or manager. Dimensional Fund Advisors LP clarified that while it may be deemed a beneficial owner under SEC rules, it disclaims actual beneficial ownership of these securities, as they are owned by the underlying Funds. The acquisition was made in the ordinary course of business and not for the purpose of changing or influencing control of the issuer.