Dimensional Fund Advisors Lp ownership in HTLD / Heartland Express, Inc.

Heartland Express, Inc.

US ˙ NasdaqGS ˙ US4223471040

Security	HTLD / Heartland Express, Inc.
Institution	Dimensional Fund Advisors Lp
Latest Disclosed Ownership	3,873,653 shares
Ownership	5.00%

2026-04-09 - Dimensional Fund Advisors Lp has filed an SCHEDULE 13G form with the Securities and Exchange Commission (SEC) disclosing ownership of 3,873,653 shares of Heartland Express, Inc. (US:HTLD). This represents 5.0 percent ownership of the company.

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		3,873,653		5.00

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	Reported Shares	ΔShares	ΔShares (%)	Reported Value (x1000)	ΔValue (%)	Alloc (%)
2026-05-07	2026-03-31	13F	HEARTLAND EXPRESS	COM	422347104	3,873,653	201,151	5.48	40,285	21.47	0.0084
2026-02-12	2025-12-31	13F	HEARTLAND EXPRESS	COM	422347104	3,672,502	-184,885	-4.79	33,163	2.59	0.0070
2025-11-12	2025-09-30	13F	HEARTLAND EXPRESS	COM	422347104	3,857,387	17,962	0.47	32,325	-2.55	0.0069
2025-08-12	2025-06-30	13F	HEARTLAND EXPRESS	COM	422347104	3,839,425	123,349	3.32	33,173	-3.18	0.0077
2025-05-13	2025-03-31	13F	HEARTLAND EXPRESS	COM	422347104	3,716,076	209,937	5.99	34,262	-12.90	0.0085
2025-02-13	2024-12-31	13F	HEARTLAND EXPRESS	COM	422347104	3,506,139	123,399	3.65	39,338	-5.30	0.0094
2024-11-07	2024-09-30	13F	HEARTLAND EXPRESS	COM	422347104	3,382,740	86,482	2.62	41,539	2.21	0.0101
2024-08-09	2024-06-30	13F	HEARTLAND EXPRESS	COM	422347104	3,296,258	-120,615	-3.53	40,642	-0.38	0.0106
2024-05-10	2024-03-31	13F	HEARTLAND EXPRESS	COM	422347104	3,416,873	244,324	7.70	40,797	-9.82	0.0110
2024-02-07	2023-12-31	13F	HEARTLAND EXPRESS	COM	422347104	3,172,549	264,313	9.09	45,241	5.89	0.0132
2023-11-09	2023-09-30	13F	HEARTLAND EXPRESS	COM	422347104	2,908,236	114,177	4.09	42,724	-6.82	0.0140
2023-08-09	2023-06-30	13F	HEARTLAND EXPRESS	COM	422347104	2,794,059	-65,566	-2.29	45,851	0.72	0.0146
2023-05-12	2023-03-31	13F	HEARTLAND EXPRESS	COM	422347104	2,859,625	-123,607	-4.14	45,524	101,062.22	0.0153
2023-02-09	2022-12-31	13F	HEARTLAND EXPRESS	COM	422347104	2,983,232	-37,581	-1.24	46	-99.90	0.0135
2022-11-10	2022-09-30	13F	HEARTLAND EXPRESS	COM	422347104	3,020,813	38,243	1.28	43,230	4.21	0.0166
2022-08-12	2022-06-30	13F	HEARTLAND EXPRESS	COM	422347104	2,982,570	179,829	6.42	41,485	5.20	0.0149
2022-05-13	2022-03-31	13F	HEARTLAND EXPRESS	COM	422347104	2,802,741	83,806	3.08	39,436	-13.77	0.0121
2022-02-09	2021-12-31	13F	HEARTLAND EXPRESS	COM	422347104	2,718,935	-177,115	-6.12	45,733	-1.43	0.0138
2021-11-12	2021-09-30	13F	HEARTLAND EXPRESS	COM	422347104	2,896,050	-131,977	-4.36	46,396	-10.55	0.0149
2021-08-12	2021-06-30	13F	HEARTLAND EXPRESS	COM	422347104	3,028,027	1,988	0.07	51,870	-12.46	0.0164
2021-05-14	2021-03-31	13F	HEARTLAND EXPRESS	COM	422347104	3,026,039	-226,009	-6.95	59,251	0.66	0.0196
2021-03-08	2020-12-31	13F/A-2	HEARTLAND EXPRESS	COM	422347104	3,252,048	-46,397	-1.41	58,861	-4.06	0.0213
2021-02-11	2020-12-31	13F	HEARTLAND EXPRESS	COM	422347104	3,252,048	-46,397		58,861		21,257.4646
2020-11-12	2020-09-30	13F	HEARTLAND EXPRESS	COM	422347104	3,298,445	-20,359	-0.61	61,352	-11.21	0.0260
2020-08-13	2020-06-30	13F	HEARTLAND EXPRESS	COM	422347104	3,318,804	67,299	2.07	69,095	14.43	0.0304
2020-05-14	2020-03-31	13F	HEARTLAND EXPRESS	COM	422347104	3,251,505	-1,661	-0.05	60,380	-11.83	0.0315
2020-02-14	2019-12-31	13F	HEARTLAND EXPRESS	COM	422347104	3,253,166	3,630	0.11	68,478	-2.03	0.0250
2019-11-12	2019-09-30	13F	HEARTLAND EXPRESS	COM	422347104	3,249,536	35,001	1.09	69,897	20.33	0.0272
2019-08-13	2019-06-30	13F	HEARTLAND EXPRESS	COM	422347104	3,214,535	11,639	0.36	58,087	-5.94	0.0226
2019-08-12	2019-03-31	13F/A-2	HEARTLAND EXPRESS	COM	422347104	3,202,896	183,644	6.08	61,752	11.76	0.0246
2019-05-10	2019-03-31	13F	HEARTLAND EXPRESS	COM	422347104	3,202,896	183,644		61,752
2019-02-26	2018-12-31	13F/A-1	HEARTLAND EXPRESS	COM	422347104	3,019,252	77,503	2.63	55,252	-4.81	0.0250
2019-02-13	2018-12-31	13F	HEARTLAND EXPRESS	COM	422347104	3,019,252	77,503		55,252
2018-11-13	2018-09-30	13F	HEARTLAND EXPRESS	COM	422347104	2,941,749	150,636	5.40	58,041	12.10	0.0221
2018-08-10	2018-06-30	13F	HEARTLAND EXPRESS	COM	422347104	2,791,113	87,542	3.24	51,775	6.45	0.0206
2018-05-11	2018-03-31	13F	HEARTLAND EXPRESS	COM	422347104	2,703,571	165,451	6.52	48,637	-17.90	0.0203
2018-02-12	2017-12-31	13F	HEARTLAND EXPRESS	COM	422347104	2,538,120	-61	-0.00	59,240	-6.93	0.0246
2017-11-13	2017-09-30	13F	HEARTLAND EXPRESS	COM	422347104	2,538,181	45,022	1.81	63,652	22.62	0.0278
2017-08-11	2017-06-30	13F	HEARTLAND EXPRESS	COM	422347104	2,493,159	96,332	4.02	51,908	8.02	0.0240
2017-05-12	2017-03-31	13F	HEARTLAND EXPRESS	COM	422347104	2,396,827	104,659	4.57	48,056	2.97	0.0230
2017-02-09	2016-12-31	13F	HEARTLAND EXPRESS	COM	422347104	2,292,168	127,343	5.88	46,669	14.18	0.0233
2016-11-10	2016-09-30	13F	HEARTLAND EXPRESS	COM	422347104	2,164,825	6,698	0.31	40,872	8.91	0.0221
2016-08-09	2016-06-30	13F	HEARTLAND EXPRESS	COM	422347104	2,158,127	-764	-0.04	37,529	-6.29	0.0216
2016-05-13	2016-03-31	13F	HEARTLAND EXPRESS	COM	422347104	2,158,891	32,281	1.52	40,048	10.65	0.0240
2016-02-10	2015-12-31	13F	HEARTLAND EXPRESS	COM	422347104	2,126,610	271,673	14.65	36,195	-2.15	0.0226
2015-11-13	2015-09-30	13F	HEARTLAND EXPRESS	COM	422347104	1,854,937	34,088	1.87	36,989	0.42	0.0243
2015-08-14	2015-06-30	13F	HEARTLAND EXPRESS	COM	422347104	1,820,849	27,530	1.54	36,835	-13.55	0.0226
2015-05-14	2015-03-31	13F	HEARTLAND EXPRESS	COM	422347104	1,793,319	132,486	7.98	42,609	-5.02	0.0269
2015-02-06	2014-12-31	13F	HEARTLAND EXPRESS	COM	422347104	1,660,833	76,117	4.80	44,859	18.14	0.0295
2014-11-13	2014-09-30	13F	HEARTLAND EXPRESS	COM	422347104	1,584,716	-133,331	-7.76	37,970	3.56	0.0269
2014-08-08	2014-06-30	13F	HEARTLAND EXPRESS	COM	422347104	1,718,047	144,749	9.20	36,663	2.71	0.0255
2014-05-14	2014-03-31	13F	HEARTLAND EXPRESS	COM	422347104	1,573,298	59,720	3.95	35,696	20.20	0.0267
2014-02-12	2013-12-31	13F	HEARTLAND EXPRESS	COM	422347104	1,513,578	74,948	5.21	29,696	45.47	0.0231
2013-11-13	2013-09-30	13F	HEARTLAND EXPRESS	COM	422347104	1,438,630	163,642	12.83	20,414	15.44	0.0177
2013-08-15	2013-06-30	13F	HEARTLAND EXPRESS	COM	422347104	1,274,988	1,274,988		17,684		0.0167

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.