Dana Incorporated
US ˙ NYSE ˙ US2358252052

SecurityDAN / Dana Incorporated
InstitutionDimensional Fund Advisors Lp
Latest Disclosed Ownership8,365,905 shares
Ownership 7.60%
Dimensional Fund Advisors Lp ownership in DAN / Dana Incorporated

2026-04-09 - Dimensional Fund Advisors Lp has filed an SCHEDULE 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 8,365,905 shares of Dana Incorporated (US:DAN). This represents 7.6 percent ownership of the company. In their previous filing dated 2024-02-09 , Dimensional Fund Advisors Lp had reported owning 9,194,086 shares, indicating a decrease of -9.01 percent.

Institutional Ownership: 13D/G Filings

This table shows a history of the 13D/G filings made by the investor and/or investor group. Note that the share values in this table are not directly comparable to any numbers shown in the 13F table (if any).

File
Date		Effective
Date		Form Prev
Shares		 Latest
Shares		 ΔShares
(Percent)		 Ownership
(Percent)		 ΔOwnership
(Percent)
2026-04-09 2026-04-09 13G/A 9,194,086 8,365,905 -9.01 7.60 18.75
2024-02-09 2024-02-09 13G/A 8,425,201 9,194,086 9.13 6.40 8.47
2023-02-10 2023-02-10 13G 7,041,877 8,425,201 19.64 5.90 20.41
2022-02-08 2022-02-08 13G/A 7,402,812 7,041,877 -4.88 4.90 -3.92
2021-02-12 2021-02-12 13G 7,402,812 5.10

Important Note: One of the primary uses of the 13D/G filings is to evaluate the ability of a firm to control a company (ie, the "beneficial ownership"). To that end, firms are required to report not just direct holdings in companies, but indirect holdings that they control. For investment firms, these indirect holdings can include shares in funds they manage, advisory accounts, and in the case of activist campaigns, pledged votes. Therefore, share counts listed in 13D/G filings can differ significantly than share counts listed in 13F filings.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-07 2026-03-31 13F DANA COM 235825205 8,365,905 -61,875 -0.73 281,495 40.57 0.0126
2026-02-12 2025-12-31 13F DANA COM 235825205 8,427,780 -72,097 -0.85 200,247 17.56 0.0420
2025-11-12 2025-09-30 13F DANA COM 235825205 8,499,877 -109,164 -1.27 170,335 15.37 0.0366
2025-08-12 2025-06-30 13F DANA COM 235825205 8,609,041 75,375 0.88 147,647 29.80 0.0342
2025-05-13 2025-03-31 13F DANA COM 235825205 8,533,666 375,856 4.61 113,749 20.62 0.0283
2025-02-13 2024-12-31 13F DANA COM 235825205 8,157,810 -208,022 -2.49 94,304 6.75 0.0226
2024-11-07 2024-09-30 13F DANA COM 235825205 8,365,832 -468,101 -5.30 88,346 -17.49 0.0214
2024-08-09 2024-06-30 13F DANA COM 235825205 8,833,933 -145,605 -1.62 107,067 -6.11 0.0280
2024-05-10 2024-03-31 13F DANA COM 235825205 8,979,538 -214,234 -2.33 114,040 -15.10 0.0309
2024-02-07 2023-12-31 13F DANA COM 235825205 9,193,772 325,721 3.67 134,324 3.25 0.0392
2023-11-09 2023-09-30 13F DANA COM 235825205 8,868,051 79,356 0.90 130,095 -12.93 0.0427
2023-08-09 2023-06-30 13F DANA COM 235825205 8,788,695 -291,464 -3.21 149,407 9.33 0.0476
2023-05-12 2023-03-31 13F DANA COM 235825205 9,080,159 654,958 7.77 136,654 107,500.79 0.0460
2023-02-09 2022-12-31 13F DANA COM 235825205 8,425,201 327,701 4.05 127 -99.86 0.0377
2022-11-10 2022-09-30 13F DANA COM 235825205 8,097,500 388,365 5.04 92,556 -14.67 0.0355
2022-08-12 2022-06-30 13F DANA COM 235825205 7,709,135 415,195 5.69 108,470 -15.36 0.0389
2022-05-13 2022-03-31 13F DANA COM 235825205 7,293,940 252,705 3.59 128,157 -20.24 0.0395
2022-02-09 2021-12-31 13F DANA COM 235825205 7,041,235 28,420 0.41 160,678 3.02 0.0486
2021-11-12 2021-09-30 13F DANA COM 235825205 7,012,815 65,121 0.94 155,975 -5.51 0.0502
2021-08-12 2021-06-30 13F DANA COM 235825205 6,947,694 -368,107 -5.03 165,074 -7.26 0.0523
2021-05-14 2021-03-31 13F DANA COM 235825205 7,315,801 -87,011 -1.18 177,996 23.18 0.0589
2021-03-08 2020-12-31 13F/A-2 DANA COM 235825205 7,402,812 -129,992 -1.73 144,502 55.71 0.0522
2021-02-11 2020-12-31 13F DANA COM 235825205 7,402,812 -129,992 144,502 52,186.4417
2020-11-12 2020-09-30 13F DANA COM 235825205 7,532,804 175,971 2.39 92,803 3.48 0.0394
2020-08-13 2020-06-30 13F DANA COM 235825205 7,356,833 782,887 11.91 89,680 74.67 0.0394
2020-05-14 2020-03-31 13F DANA COM 235825205 6,573,946 725,763 12.41 51,343 -51.76 0.0267
2020-02-14 2019-12-31 13F DANA COM 235825205 5,848,183 613,867 11.73 106,437 40.82 0.0388
2019-11-12 2019-09-30 13F DANA COM 235825205 5,234,316 587,482 12.64 75,582 -18.43 0.0294
2019-08-13 2019-06-30 13F DANA COM 235825205 4,646,834 278,155 6.37 92,654 19.55 0.0360
2019-08-12 2019-03-31 13F/A-2 DANA COM 235825205 4,368,679 25,822 0.59 77,500 30.93 0.0309
2019-05-10 2019-03-31 13F DANA COM 235825205 4,368,679 25,822 77,500
2019-02-26 2018-12-31 13F/A-1 DANA COM 235825205 4,342,857 137,551 3.27 59,193 -24.61 0.0268
2019-02-13 2018-12-31 13F DANA COM 235825205 4,342,857 137,551 59,193
2018-11-13 2018-09-30 13F DANA COM 235825205 4,205,306 19,411 0.46 78,514 -7.10 0.0299
2018-08-10 2018-06-30 13F DANA COM 235825205 4,185,895 -5,444 -0.13 84,514 -21.72 0.0337
2018-05-11 2018-03-31 13F DANA COM 235825205 4,191,339 -161,845 -3.72 107,969 -22.52 0.0450
2018-02-12 2017-12-31 13F DANA COM 235825205 4,353,184 -59,951 -1.36 139,352 12.93 0.0578
2017-11-13 2017-09-30 13F DANA COM 235825205 4,413,135 70,332 1.62 123,392 27.24 0.0539
2017-08-11 2017-06-30 13F DANA COM 235825205 4,342,803 484,520 12.56 96,975 30.16 0.0448
2017-05-12 2017-03-31 13F DANA COM 235825205 3,858,283 505,934 15.09 74,502 17.09 0.0356
2017-02-09 2016-12-31 13F DANA COM 235825205 3,352,349 621,148 22.74 63,628 49.44 0.0318
2016-11-10 2016-09-30 13F DANA COM 235825205 2,731,201 346,403 14.53 42,577 69.06 0.0230
2016-08-09 2016-06-30 13F DANA HLDG COM 235825205 2,384,798 201,097 9.21 25,184 -18.15 0.0145
2016-05-13 2016-03-31 13F DANA HLDG COM 235825205 2,183,701 67,574 3.19 30,767 5.35 0.0184
2016-02-10 2015-12-31 13F DANA HLDG COM 235825205 2,116,127 279,672 15.23 29,205 0.15 0.0182
2015-11-13 2015-09-30 13F DANA HLDG COM 235825205 1,836,455 344,451 23.09 29,162 -5.03 0.0191
2015-08-14 2015-06-30 13F DANA HLDG COM 235825205 1,492,004 -51,480 -3.34 30,707 -5.97 0.0188
2015-05-14 2015-03-31 13F DANA HLDG COM 235825205 1,543,484 -444,742 -22.37 32,658 -24.45 0.0206
2015-02-06 2014-12-31 13F DANA HLDG COM 235825205 1,988,226 506,132 34.15 43,225 52.12 0.0284
2014-11-13 2014-09-30 13F DANA HLDG COM 235825205 1,482,094 51,995 3.64 28,415 -18.63 0.0201
2014-08-08 2014-06-30 13F DANA HLDG COM 235825205 1,430,099 137,751 10.66 34,921 16.14 0.0243
2014-05-14 2014-03-31 13F DANA HLDG COM 235825205 1,292,348 -9,734 -0.75 30,067 17.70 0.0225
2014-02-12 2013-12-31 13F DANA HLDG COM 235825205 1,302,082 -187,550 -12.59 25,546 -24.91 0.0199
2013-11-13 2013-09-30 13F DANA HLDG COM 235825205 1,489,632 -54,132 -3.51 34,022 14.46 0.0294
2013-08-15 2013-06-30 13F DANA HLDG COM 235825205 1,543,764 1,543,764 29,724 0.0280
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.