Dimensional Fund Advisors discloses 1.95% stake in AMG Critical Materials

Dimensional Fund Advisors discloses 1.95% stake in AMG Critical Materials

A new Rule 8.3 filing shows Dimensional held 700,129 AMG Critical Materials shares on 15 July 2026 and bought 3,060 shares, while reporting no derivatives or related arrangements.

Fact Check
The primary Form 8.3 disclosure on GlobeNewswire directly confirms every element of the claim: Dimensional held 700,129 AMG Critical Materials shares (1.95%) on 15 July 2026, bought 3,060 shares, and reported no derivatives or related arrangements (no short positions, derivatives/options). The only minor omission in the claim is a 736-share transfer out, which does not contradict the claim's stated facts.
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Summary

Dimensional Fund Advisors Ltd. disclosed a Rule 8.3 opening position in AMG Critical Materials NV showing 700,129 ordinary shares, equal to 1.95% of that share class, as of 15 July 2026. The filing reported a purchase of 3,060 shares at 32.0918 EUR each and a transfer out of 736 shares. Dimensional said it was acting on behalf of investment advisory affiliates, expressly disclaimed beneficial ownership of the shares described, and reported that it had no derivatives, subscription rights, indemnity arrangements, or relevant option agreements. A note to the filing said Dimensional Fund Advisors LP and/or its affiliates do not have discretion regarding voting decisions in respect of 6,186 shares included in the total holding.

Terms & Concepts
  • Rule 8.3 of the Takeover Code: UK takeover disclosure rule requiring position and dealing disclosures by persons with interests of 1% or more during an offer period.
  • opening position disclosure: Initial filing of a holder’s interests in relevant securities during an offer period under the UK Takeover Code.