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Dimensional Fund Advisors Disclose Multiple Equity Positions Across UK Companies

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Dimensional Fund Advisors Ltd. has filed multiple Form 8.3 disclosures clarifying its role as an investment advisor acting on behalf of its affiliates, explicitly disclaiming beneficial ownership of the shares reported. These filings emphasize that Dimensional does not have discretion over voting decisions for certain shares held by its affiliates, with disclosed share amounts varying across reports. The disclosures also highlight regulatory requirements for transparency, including naming trustees, settlors, and beneficiaries in trusts, and detailing any open derivative positions or agreements related to the securities. Dimensional consistently states that it holds no direct beneficial ownership and that all interests and short positions are fully disclosed in compliance with regulations. The reports indicate the importance of clarity in ownership and control structures within investment advisory activities to maintain market transparency. No cash offers or inducements to deal or refrain from dealing were noted in these filings.

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