Dimensional Fund Advisors Lp ownership in LZB / La-Z-Boy Incorporated

La-Z-Boy Incorporated

US ˙ NYSE ˙ US5053361078

Security	LZB / La-Z-Boy Incorporated
Institution	Dimensional Fund Advisors Lp
Latest Disclosed Ownership	2,648,484 shares
Ownership	6.40%

2025-10-09 - Dimensional Fund Advisors Lp has filed an SCHEDULE 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 2,648,484 shares of La-Z-Boy Incorporated (US:LZB). This represents 6.4 percent ownership of the company. In their previous filing dated 2024-02-09 , Dimensional Fund Advisors Lp had reported owning 3,184,841 shares, indicating a decrease of -16.84 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)
2025-10-09	2025-10-09	13G/A	3,184,841	2,648,484	-16.84	6.40	-13.51
2024-02-09	2024-02-09	13G/A	2,869,809	3,184,841	10.98	7.40	10.45
2023-02-10	2023-02-10	13G/A	2,414,357	2,869,809	18.86	6.70	21.82
2022-02-08	2022-02-08	13G/A	2,693,580	2,414,357	-10.37	5.50	-5.17
2021-02-12	2021-02-12	13G/A	2,992,562	2,693,580	-9.99	5.80	-10.08
2020-02-12	2020-02-12	13G/A	3,035,803	2,992,562	-1.42	6.45	-0.46
2019-02-08	2019-02-08	13G/A	3,048,950	3,035,803	-0.43	6.48	0.62
2018-02-09	2018-02-09	13G/A	2,943,288	3,048,950	3.59	6.44	6.98
2017-02-09	2017-02-09	13G	2,596,864	2,943,288	13.34	6.02	16.44
2016-02-09	2016-02-09	13G		2,596,864		5.17
2013-02-11	2013-02-11	13G/A		2,592,189		4.94
2012-02-14	2012-02-14	13G/A		3,352,857		6.47

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	LA Z BOY	COM	505336107	2,694,255	38,870	1.46	86,594	-12.50	0.0039
2026-02-12	2025-12-31	13F	LA Z BOY	COM	505336107	2,655,385	6,901	0.26	98,968	8.88	0.0208
2025-11-12	2025-09-30	13F	LA Z BOY	COM	505336107	2,648,484	-27,764	-1.04	90,896	-8.63	0.0195
2025-08-12	2025-06-30	13F	LA Z BOY	COM	505336107	2,676,248	-92,112	-3.33	99,479	-8.07	0.0230
2025-05-13	2025-03-31	13F	LA Z BOY	COM	505336107	2,768,360	-207,497	-6.97	108,213	-16.54	0.0269
2025-02-13	2024-12-31	13F	LA Z BOY	COM	505336107	2,975,857	-79,599	-2.61	129,659	-1.15	0.0311
2024-11-07	2024-09-30	13F	LA Z BOY	COM	505336107	3,055,456	-77,343	-2.47	131,169	12.31	0.0318
2024-08-09	2024-06-30	13F	LA Z BOY	COM	505336107	3,132,799	-29,343	-0.93	116,789	-1.82	0.0305
2024-05-10	2024-03-31	13F	LA Z BOY	COM	505336107	3,162,142	-22,668	-0.71	118,960	1.17	0.0322
2024-02-07	2023-12-31	13F	LA Z BOY	COM	505336107	3,184,810	35,961	1.14	117,584	20.93	0.0343
2023-11-09	2023-09-30	13F	LA Z BOY	COM	505336107	3,148,849	23,324	0.75	97,238	8.63	0.0319
2023-08-09	2023-06-30	13F	LA Z BOY	COM	505336107	3,125,525	53,595	1.74	89,516	0.21	0.0285
2023-05-12	2023-03-31	13F	LA Z BOY	COM	505336107	3,071,930	202,121	7.04	89,330	137,329.23	0.0301
2023-02-09	2022-12-31	13F	LA Z BOY	COM	505336107	2,869,809	178,638	6.64	65	-99.89	0.0193
2022-11-10	2022-09-30	13F	LA Z BOY	COM	505336107	2,691,171	131,195	5.12	60,741	0.07	0.0233
2022-08-12	2022-06-30	13F	LA Z BOY	COM	505336107	2,559,976	113,609	4.64	60,698	-5.91	0.0218
2022-05-13	2022-03-31	13F	LA Z BOY	COM	505336107	2,446,367	32,185	1.33	64,513	-26.40	0.0199
2022-02-09	2021-12-31	13F	LA Z BOY	COM	505336107	2,414,182	-851	-0.04	87,658	12.61	0.0265
2021-11-12	2021-09-30	13F	LA Z BOY	COM	505336107	2,415,033	33,364	1.40	77,842	-11.76	0.0251
2021-08-12	2021-06-30	13F	LA Z BOY	COM	505336107	2,381,669	-124,867	-4.98	88,217	-17.15	0.0279
2021-05-14	2021-03-31	13F	LA Z BOY	COM	505336107	2,506,536	-187,044	-6.94	106,479	-0.78	0.0352
2021-03-08	2020-12-31	13F/A-2	LA Z BOY	COM	505336107	2,693,580	-266,763	-9.01	107,314	14.61	0.0388
2021-02-11	2020-12-31	13F	LA Z BOY	COM	505336107	2,693,580	-266,763		107,314		38,756.1127
2020-11-12	2020-09-30	13F	LA Z BOY	COM	505336107	2,960,343	-193,953	-6.15	93,632	9.70	0.0397
2020-08-13	2020-06-30	13F	LA Z BOY	COM	505336107	3,154,296	211,752	7.20	85,355	41.16	0.0375
2020-05-14	2020-03-31	13F	LA Z BOY	COM	505336107	2,942,544	-50,018	-1.67	60,468	-35.81	0.0315
2020-02-14	2019-12-31	13F	LA Z BOY	COM	505336107	2,992,562	-18,890	-0.63	94,206	-6.87	0.0343
2019-11-12	2019-09-30	13F	LA Z BOY	COM	505336107	3,011,452	-14,731	-0.49	101,154	9.02	0.0393
2019-08-13	2019-06-30	13F	LA Z BOY	COM	505336107	3,026,183	-2,118	-0.07	92,783	-7.13	0.0360
2019-08-12	2019-03-31	13F/A-2	LA Z BOY	COM	505336107	3,028,301	-7,502	-0.25	99,904	18.76	0.0398
2019-05-10	2019-03-31	13F	LA Z BOY	COM	505336107	3,028,301	-7,502		99,904
2019-02-26	2018-12-31	13F/A-1	LA Z BOY	COM	505336107	3,035,803	-1,342	-0.04	84,122	-12.35	0.0381
2019-02-13	2018-12-31	13F	LA Z BOY	COM	505336107	3,035,803	-1,342		84,122
2018-11-13	2018-09-30	13F	LA Z BOY	COM	505336107	3,037,145	-14,000	-0.46	95,973	2.79	0.0365
2018-08-10	2018-06-30	13F	LA Z BOY	COM	505336107	3,051,145	-13,716	-0.45	93,366	1.71	0.0372
2018-05-11	2018-03-31	13F	LA Z BOY	COM	505336107	3,064,861	15,911	0.52	91,793	-3.51	0.0383
2018-02-12	2017-12-31	13F	LA Z BOY	COM	505336107	3,048,950	-6,505	-0.21	95,129	15.74	0.0394
2017-11-13	2017-09-30	13F	LA Z BOY	COM	505336107	3,055,455	38,806	1.29	82,192	-16.16	0.0359
2017-08-11	2017-06-30	13F	LA Z BOY	COM	505336107	3,016,649	18,264	0.61	98,040	21.10	0.0453
2017-05-12	2017-03-31	13F	LA Z BOY	COM	505336107	2,998,385	55,097	1.87	80,957	-11.42	0.0387
2017-02-09	2016-12-31	13F	LA Z BOY	COM	505336107	2,943,288	34,139	1.17	91,391	27.91	0.0456
2016-11-10	2016-09-30	13F	LA Z BOY	COM	505336107	2,909,149	82,465	2.92	71,448	-9.14	0.0386
2016-08-09	2016-06-30	13F	LA Z BOY	COM	505336107	2,826,684	122,653	4.54	78,638	8.76	0.0452
2016-05-13	2016-03-31	13F	LA Z BOY	COM	505336107	2,704,031	107,167	4.13	72,306	14.02	0.0433
2016-02-10	2015-12-31	13F	LA Z BOY	COM	505336107	2,596,864	-3,090	-0.12	63,415	-8.17	0.0395
2015-11-13	2015-09-30	13F	LA Z BOY	COM	505336107	2,599,954	-59,359	-2.23	69,055	-1.42	0.0453
2015-08-14	2015-06-30	13F	LA Z BOY	COM	505336107	2,659,313	78,710	3.05	70,047	-3.44	0.0429
2015-05-14	2015-03-31	13F	LA Z BOY	COM	505336107	2,580,603	72,273	2.88	72,539	7.75	0.0458
2015-02-06	2014-12-31	13F	LA Z BOY	COM	505336107	2,508,330	-55,072	-2.15	67,324	32.71	0.0442
2014-11-13	2014-09-30	13F	LA Z BOY	COM	505336107	2,563,402	-8,319	-0.32	50,731	-14.86	0.0359
2014-08-08	2014-06-30	13F	LA Z BOY	COM	505336107	2,571,721	54,089	2.15	59,587	-12.66	0.0414
2014-05-14	2014-03-31	13F	LA Z BOY	COM	505336107	2,517,632	-26,395	-1.04	68,227	-13.49	0.0510
2014-02-12	2013-12-31	13F	LA Z BOY	COM	505336107	2,544,027	-17,157	-0.67	78,864	35.59	0.0615
2013-11-13	2013-09-30	13F	LA Z BOY	COM	505336107	2,561,184	-70,761	-2.69	58,164	9.02	0.0503
2013-08-15	2013-06-30	13F	LA Z BOY	COM	505336107	2,631,945	2,631,945		53,350		0.0502

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.