Dimensional and Jupiter disclose Rotork positions under UK Takeover Code Rule 8.3

Dimensional Fund Advisors Ltd. and Jupiter Fund Management Plc have separately disclosed positions in Rotork plc under Rule 8.3 of the UK Takeover Code, a requirement that applies to holders of 1% or more of a relevant class when a company is involved in an offer, possible offer or another situation covered by the Code. The August 18, 2026 filings related to Rotork's 0.5p ordinary shares, ISIN GB00BVFNZH21. Dimensional said it was acting on behalf of its parent, Dimensional Fund Advisors LP, and investment advisory affiliates, and stated that those entities act only as investment advisers rather than beneficial owners. A footnote said Dimensional Fund Advisors LP and its affiliates do not have discretion over voting decisions for 184,648 shares included in the reported position. Neither the overall number of shares nor the percentage of the class was shown in the published Dimensional filing, and Jupiter's published form also left share-count and percentage fields blank. Neither disclosure showed cash-settled derivatives, stock-settled derivatives or other dealings on the relevant date, and neither reported indemnity or option arrangements or attached supplemental forms for open positions. The filings were distributed through a Regulatory Information Service and do not, by themselves, confirm that an offer exists for Rotork, although investors often watch Form 8.3 disclosures closely for signs of institutional positioning around possible corporate transactions.

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