Kimball Electronics, Inc.
US ˙ NasdaqGS ˙ US49428J1097

SecurityKE / Kimball Electronics, Inc.
InstitutionDimensional Fund Advisors Lp
Latest Disclosed Ownership1,772,310 shares
Ownership 7.20%
Dimensional Fund Advisors Lp ownership in KE / Kimball Electronics, Inc.

2025-04-15 - Dimensional Fund Advisors Lp has filed an SCHEDULE 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 1,772,310 shares of Kimball Electronics, Inc. (US:KE). This represents 7.2 percent ownership of the company. In their previous filing dated 2024-02-09 , Dimensional Fund Advisors Lp had reported owning 2,054,359 shares, indicating a decrease of -13.73 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)
2025-04-15 2025-04-15 13G/A 2,054,359 1,772,310 -13.73 7.20 -13.25
2024-02-09 2024-02-09 13G/A 2,005,335 2,054,359 2.44 8.30 2.47
2023-02-10 2023-02-10 13G/A 1,998,162 2,005,335 0.36 8.10 1.25
2022-02-08 2022-02-08 13G/A 2,084,046 1,998,162 -4.12 8.00 -3.61
2021-02-12 2021-02-12 13G/A 2,144,878 2,084,046 -2.84 8.30 -2.47
2020-02-12 2020-02-12 13G/A 2,230,330 2,144,878 -3.83 8.51 0.24
2019-02-08 2019-02-08 13G/A 2,262,929 2,230,330 -1.44 8.49 0.71
2018-02-09 2018-02-09 13G/A 2,230,274 2,262,929 1.46 8.43 3.82
2017-02-09 2017-02-09 13G/A 1,945,632 2,230,274 14.63 8.12 22.47
2016-02-09 2016-02-09 13G/A 1,945,632 6.63
2015-02-05 2015-02-05 13G 1,925,274 6.61

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 KIMBALL ELECTRONICS COM 49428J109 1,640,860 -703 -0.04 38,872 -14.89 0.0017
2026-02-12 2025-12-31 13F KIMBALL ELECTRONICS COM 49428J109 1,641,563 -15,160 -0.92 45,670 -7.68 0.0096
2025-11-12 2025-09-30 13F KIMBALL ELECTRONICS COM 49428J109 1,656,723 -36,974 -2.18 49,469 51.89 0.0106
2025-08-12 2025-06-30 13F KIMBALL ELECTRONICS COM 49428J109 1,693,697 -78,613 -4.44 32,570 11.71 0.0075
2025-05-13 2025-03-31 13F KIMBALL ELECTRONICS COM 49428J109 1,772,310 -75,113 -4.07 29,154 -15.74 0.0072
2025-02-13 2024-12-31 13F KIMBALL ELECTRONICS COM 49428J109 1,847,423 -102,440 -5.25 34,602 -4.13 0.0083
2024-11-07 2024-09-30 13F KIMBALL ELECTRONICS COM 49428J109 1,949,863 -55,910 -2.79 36,092 -18.14 0.0088
2024-08-09 2024-06-30 13F KIMBALL ELECTRONICS COM 49428J109 2,005,773 -24,557 -1.21 44,087 0.30 0.0115
2024-05-10 2024-03-31 13F KIMBALL ELECTRONICS COM 49428J109 2,030,330 -24,029 -1.17 43,957 -20.61 0.0119
2024-02-07 2023-12-31 13F KIMBALL ELECTRONICS COM 49428J109 2,054,359 4,714 0.23 55,365 -1.34 0.0162
2023-11-09 2023-09-30 13F KIMBALL ELECTRONICS COM 49428J109 2,049,645 47,250 2.36 56,120 1.43 0.0184
2023-08-09 2023-06-30 13F KIMBALL ELECTRONICS COM 49428J109 2,002,395 -28,989 -1.43 55,326 13.01 0.0176
2023-05-12 2023-03-31 13F KIMBALL ELECTRONICS COM 49428J109 2,031,384 26,049 1.30 48,956 108,688.89 0.0165
2023-02-09 2022-12-31 13F KIMBALL ELECTRONICS COM 49428J109 2,005,335 14,398 0.72 45 -99.87 0.0134
2022-11-10 2022-09-30 13F KIMBALL ELECTRONICS COM 49428J109 1,990,937 -18,127 -0.90 34,145 -15.45 0.0131
2022-08-12 2022-06-30 13F KIMBALL ELECTRONICS COM 49428J109 2,009,064 15,365 0.77 40,382 1.32 0.0145
2022-05-13 2022-03-31 13F KIMBALL ELECTRONICS COM 49428J109 1,993,699 -4,463 -0.22 39,854 -8.34 0.0123
2022-02-09 2021-12-31 13F KIMBALL ELECTRONICS COM 49428J109 1,998,162 -36,900 -1.81 43,480 -17.09 0.0131
2021-11-12 2021-09-30 13F KIMBALL ELECTRONICS COM 49428J109 2,035,062 -12,029 -0.59 52,444 17.84 0.0169
2021-08-12 2021-06-30 13F KIMBALL ELECTRONICS COM 49428J109 2,047,091 -13,481 -0.65 44,504 -16.29 0.0141
2021-05-14 2021-03-31 13F KIMBALL ELECTRONICS COM 49428J109 2,060,572 -23,474 -1.13 53,162 59.53 0.0176
2021-03-08 2020-12-31 13F/A-2 KIMBALL ELECTRONICS COM 49428J109 2,084,046 -4,194 -0.20 33,324 38.04 0.0120
2021-02-11 2020-12-31 13F KIMBALL ELECTRONICS COM 49428J109 2,084,046 -4,194 33,324 12,034.8575
2020-11-12 2020-09-30 13F KIMBALL ELECTRONICS COM 49428J109 2,088,240 5,567 0.27 24,140 -14.39 0.0102
2020-08-13 2020-06-30 13F KIMBALL ELECTRONICS COM 49428J109 2,082,673 -45,690 -2.15 28,199 21.33 0.0124
2020-05-14 2020-03-31 13F KIMBALL ELECTRONICS COM 49428J109 2,128,363 -16,515 -0.77 23,242 -38.26 0.0121
2020-02-14 2019-12-31 13F KIMBALL ELECTRONICS COM 49428J109 2,144,878 -29,654 -1.36 37,643 19.30 0.0137
2019-11-12 2019-09-30 13F KIMBALL ELECTRONICS COM 49428J109 2,174,532 -9,863 -0.45 31,553 -11.05 0.0123
2019-08-13 2019-06-30 13F KIMBALL ELECTRONICS COM 49428J109 2,184,395 -14,423 -0.66 35,474 4.15 0.0138
2019-08-12 2019-03-31 13F/A-2 KIMBALL ELECTRONICS COM 49428J109 2,198,818 -31,512 -1.41 34,060 -1.41 0.0136
2019-05-10 2019-03-31 13F KIMBALL ELECTRONICS COM 49428J109 2,198,818 -31,512 34,060
2019-02-26 2018-12-31 13F/A-1 KIMBALL ELECTRONICS COM 49428J109 2,230,330 -9,349 -0.42 34,548 -21.50 0.0157
2019-02-13 2018-12-31 13F KIMBALL ELECTRONICS COM 49428J109 2,230,330 -9,349 34,548
2018-11-13 2018-09-30 13F KIMBALL ELECTRONICS COM 49428J109 2,239,679 12,290 0.55 44,009 7.97 0.0168
2018-08-10 2018-06-30 13F KIMBALL ELECTRONICS COM 49428J109 2,227,389 -28,262 -1.25 40,762 11.89 0.0163
2018-05-11 2018-03-31 13F KIMBALL ELECTRONICS COM 49428J109 2,255,651 -7,278 -0.32 36,429 -11.79 0.0152
2018-02-12 2017-12-31 13F KIMBALL ELECTRONICS COM 49428J109 2,262,929 12,893 0.57 41,299 -15.22 0.0171
2017-11-13 2017-09-30 13F KIMBALL ELECTRONICS COM 49428J109 2,250,036 -41,641 -1.82 48,713 17.76 0.0213
2017-08-11 2017-06-30 13F KIMBALL ELECTRONICS COM 49428J109 2,291,677 -4,266 -0.19 41,365 6.29 0.0191
2017-05-12 2017-03-31 13F KIMBALL ELECTRONICS COM 49428J109 2,295,943 65,669 2.94 38,916 -4.13 0.0186
2017-02-09 2016-12-31 13F KIMBALL ELECTRONICS COM 49428J109 2,230,274 131,946 6.29 40,591 39.57 0.0203
2016-11-10 2016-09-30 13F KIMBALL ELECTRONICS COM 49428J109 2,098,328 42,187 2.05 29,082 13.61 0.0157
2016-08-09 2016-06-30 13F KIMBALL ELECTRONICS COM 49428J109 2,056,141 71,649 3.61 25,599 15.48 0.0147
2016-05-13 2016-03-31 13F KIMBALL ELECTRONICS COM 49428J109 1,984,492 38,860 2.00 22,167 3.67 0.0133
2016-02-10 2015-12-31 13F KIMBALL ELECTRONICS COM 49428J109 1,945,632 20,631 1.07 21,383 -6.89 0.0133
2015-11-13 2015-09-30 13F KIMBALL ELECTRONICS COM 49428J109 1,925,001 13,556 0.71 22,965 -17.65 0.0151
2015-08-14 2015-06-30 13F KIMBALL ELECTRONICS COM 49428J109 1,911,445 -8,228 -0.43 27,888 2.74 0.0171
2015-05-14 2015-03-31 13F KIMBALL ELECTRONICS COM 49428J109 1,919,673 -5,601 -0.29 27,144 17.29 0.0171
2015-02-06 2014-12-31 13F KIMBALL ELECTRONICS COM 49428J109 1,925,274 1,925,274 23,142 0.0152
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.