Rush Enterprises, Inc.
US ˙ NasdaqGS ˙ US7818462092

SecurityRUSHA / Rush Enterprises, Inc.
InstitutionDimensional Fund Advisors Lp
Latest Disclosed Ownership4,081,986 shares
Ownership 6.50%
Dimensional Fund Advisors Lp ownership in RUSHA / Rush Enterprises, 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 4,081,986 shares of Rush Enterprises, Inc. (US:RUSHA). This represents 6.5 percent ownership of the company. In their previous filing dated 2024-02-09 , Dimensional Fund Advisors Lp had reported owning 4,765,647 shares, indicating a decrease of -14.35 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 4,765,647 4,081,986 -14.35 6.50 -15.58
2024-02-09 2024-02-09 13G/A 3,193,066 4,765,647 49.25 7.70 2.67
2023-02-10 2023-02-10 13G/A 3,052,294 3,193,066 4.61 7.50 5.63
2022-02-08 2022-02-08 13G/A 3,294,302 3,052,294 -7.35 7.10 -8.97
2021-02-16 2021-02-16 13G/A 3,294,302 3,294,302 0.00 7.80 0.00
2021-02-16 2021-02-16 13G/A 2,356,927 3,294,302 39.77 7.80 -7.69
2020-02-12 2020-02-12 13G/A 2,585,491 2,356,927 -8.84 8.45 -0.47
2019-02-08 2019-02-08 13G/A 2,630,160 2,585,491 -1.70 8.49 0.95
2018-02-09 2018-02-09 13G/A 2,553,715 2,630,160 2.99 8.41 -1.64
2017-02-09 2017-02-09 13G/A 2,573,485 2,553,715 -0.77 8.55 0.59
2016-02-09 2016-02-09 13G/A 2,573,485 8.50
2015-02-05 2015-02-05 13G/A 2,524,804 8.46
2014-02-10 2014-02-10 13G/A 2,401,055 8.32
2013-02-11 2013-02-11 13G/A 2,257,761 8.08
2012-02-13 2012-02-13 13G/A 2,255,374 8.28

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 RUSH ENTERPRISES CL A 781846209 3,524,723 -250,101 -6.63 233,015 14.44 0.0104
2026-02-12 2025-12-31 13F RUSH ENTERPRISES CL A 781846209 3,774,824 29,375 0.78 203,618 1.67 0.0427
2025-11-12 2025-09-30 13F RUSH ENTERPRISES CL A 781846209 3,745,449 -25,353 -0.67 200,271 3.11 0.0430
2025-08-12 2025-06-30 13F RUSH ENTERPRISES CL A 781846209 3,770,802 -311,184 -7.62 194,237 -10.91 0.0450
2025-05-13 2025-03-31 13F RUSH ENTERPRISES CL A 781846209 4,081,986 -257,562 -5.94 218,016 -8.31 0.0542
2025-02-13 2024-12-31 13F RUSH ENTERPRISES CL A 781846209 4,339,548 -307,807 -6.62 237,763 -3.16 0.0571
2024-11-07 2024-09-30 13F RUSH ENTERPRISES CL A 781846209 4,647,355 -114,121 -2.40 245,521 23.15 0.0596
2024-08-09 2024-06-30 13F RUSH ENTERPRISES CL A 781846209 4,761,476 -28,795 -0.60 199,366 -22.24 0.0521
2024-05-10 2024-03-31 13F RUSH ENTERPRISES CL A 781846209 4,790,271 24,667 0.52 256,375 6.95 0.0694
2024-02-07 2023-12-31 13F RUSH ENTERPRISES CL A 781846209 4,765,604 32,091 0.68 239,704 24.02 0.0700
2023-11-09 2023-09-30 13F RUSH ENTERPRISES CL A 781846209 4,733,513 1,596,364 50.89 193,276 1.43 0.0634
2023-08-09 2023-06-30 13F RUSH ENTERPRISES CL A 781846209 3,137,149 -45,361 -1.43 190,553 9.66 0.0607
2023-05-12 2023-03-31 13F RUSH ENTERPRISES CL A 781846209 3,182,510 -10,556 -0.33 173,763 104,575.90 0.0585
2023-02-09 2022-12-31 13F RUSH ENTERPRISES CL A 781846209 3,193,066 97,894 3.16 167 -99.88 0.0493
2022-11-10 2022-09-30 13F RUSH ENTERPRISES CL A 781846209 3,095,172 -8,379 -0.27 135,755 -9.25 0.0521
2022-08-12 2022-06-30 13F RUSH ENTERPRISES CL A 781846209 3,103,551 22,892 0.74 149,591 -4.62 0.0537
2022-05-13 2022-03-31 13F RUSH ENTERPRISES CLA 781846209 3,080,659 28,559 0.94 156,841 -7.64 0.0483
2022-02-09 2021-12-31 13F RUSH ENTERPRISES CLA 781846209 3,052,100 -93,078 -2.96 169,818 19.56 0.0513
2021-11-12 2021-09-30 13F RUSH ENTERPRISES CLA 781846209 3,145,178 -23,557 -0.74 142,040 3.67 0.0458
2021-08-12 2021-06-30 13F RUSH ENTERPRISES CLA 781846209 3,168,735 -60,049 -1.86 137,013 -14.93 0.0434
2021-05-14 2021-03-31 13F RUSH ENTERPRISES CLA 781846209 3,228,784 -65,518 -1.99 161,055 18.03 0.0533
2021-03-08 2020-12-31 13F/A-2 RUSH ENTERPRISES CLA 781846209 3,294,302 1,053,334 47.00 136,449 20.48 0.0493
2021-02-11 2020-12-31 13F RUSH ENTERPRISES CLA 781846209 3,294,302 1,053,334 136,449 49,278.1261
2020-11-12 2020-09-30 13F RUSH ENTERPRISES CLA 781846209 2,240,968 -45,521 -1.99 113,258 19.47 0.0480
2020-08-13 2020-06-30 13F RUSH ENTERPRISES CLA 781846209 2,286,489 -72,820 -3.09 94,797 25.88 0.0417
2020-05-14 2020-03-31 13F RUSH ENTERPRISES CLA 781846209 2,359,309 2,382 0.10 75,309 -31.29 0.0392
2020-02-14 2019-12-31 13F RUSH ENTERPRISES CLA 781846209 2,356,927 -17,940 -0.76 109,597 19.62 0.0399
2019-11-12 2019-09-30 13F RUSH ENTERPRISES CLA 781846209 2,374,867 -10,270 -0.43 91,622 5.19 0.0356
2019-08-13 2019-06-30 13F RUSH ENTERPRISES CLA 781846209 2,385,137 -80,317 -3.26 87,105 -15.50 0.0338
2019-08-12 2019-03-31 13F/A-2 RUSH ENTERPRISES CLA 781846209 2,465,454 -120,037 -4.64 103,081 15.63 0.0411
2019-05-10 2019-03-31 13F RUSH ENTERPRISES CLA 781846209 2,465,454 -120,037 103,081
2019-02-26 2018-12-31 13F/A-1 RUSH ENTERPRISES CLA 781846209 2,585,491 -9,058 -0.35 89,149 -12.59 0.0404
2019-02-13 2018-12-31 13F RUSH ENTERPRISES CLA 781846209 2,585,491 -9,058 89,149
2018-11-13 2018-09-30 13F RUSH ENTERPRISES CLA 781846209 2,594,549 -24,763 -0.95 101,992 -10.24 0.0388
2018-08-10 2018-06-30 13F RUSH ENTERPRISES CLA 781846209 2,619,312 -22,288 -0.84 113,626 1.23 0.0453
2018-05-11 2018-03-31 13F RUSH ENTERPRISES CLA 781846209 2,641,600 11,440 0.43 112,242 -16.01 0.0468
2018-02-12 2017-12-31 13F RUSH ENTERPRISES CLA 781846209 2,630,160 11,303 0.43 133,639 10.24 0.0554
2017-11-13 2017-09-30 13F RUSH ENTERPRISES CLA 781846209 2,618,857 48,762 1.90 121,227 26.86 0.0530
2017-08-11 2017-06-30 13F RUSH ENTERPRISES CLA 781846209 2,570,095 20,728 0.81 95,556 13.31 0.0441
2017-05-12 2017-03-31 13F RUSH ENTERPRISES CLA 781846209 2,549,367 -4,348 -0.17 84,332 3.52 0.0403
2017-02-09 2016-12-31 13F RUSH ENTERPRISES CLA 781846209 2,553,715 -20,132 -0.78 81,464 29.29 0.0407
2016-11-10 2016-09-30 13F RUSH ENTERPRISES CLA 781846209 2,573,847 7,466 0.29 63,007 13.93 0.0341
2016-08-09 2016-06-30 13F RUSH ENTERPRISES CLA 781846209 2,566,381 -4,442 -0.17 55,305 17.94 0.0318
2016-05-13 2016-03-31 13F RUSH ENTERPRISES CLA 781846209 2,570,823 -2,662 -0.10 46,892 -16.76 0.0281
2016-02-10 2015-12-31 13F RUSH ENTERPRISES CLA 781846209 2,573,485 8,000 0.31 56,334 -9.26 0.0351
2015-11-13 2015-09-30 13F RUSH ENTERPRISES CLA 781846209 2,565,485 27,541 1.09 62,086 -6.66 0.0408
2015-08-14 2015-06-30 13F RUSH ENTERPRISES CLA 781846209 2,537,944 20,137 0.80 66,519 -3.44 0.0407
2015-05-14 2015-03-31 13F RUSH ENTERPRISES CLA 781846209 2,517,807 -6,997 -0.28 68,887 -14.87 0.0435
2015-02-06 2014-12-31 13F RUSH ENTERPRISES CLA 781846209 2,524,804 18,715 0.75 80,920 -3.47 0.0531
2014-11-13 2014-09-30 13F RUSH ENTERPRISES CLA 781846209 2,506,089 40,528 1.64 83,830 -1.93 0.0594
2014-08-08 2014-06-30 13F RUSH ENTERPRISES CLA 781846209 2,465,561 7,128 0.29 85,481 7.05 0.0594
2014-05-14 2014-03-31 13F RUSH ENTERPRISES CLA 781846209 2,458,433 57,378 2.39 79,849 12.16 0.0597
2014-02-12 2013-12-31 13F RUSH ENTERPRISES CLA 781846209 2,401,055 9,364 0.39 71,192 12.28 0.0555
2013-11-13 2013-09-30 13F RUSH ENTERPRISES CLA 781846209 2,391,691 44,416 1.89 63,403 9.14 0.0549
2013-08-15 2013-06-30 13F RUSH ENTERPRISES CLA 781846209 2,347,275 2,347,275 58,095 0.0547
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.