Dimensional Fund Advisors
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Dimensional Fund Advisors’s Dutch Bros BROS Stock Holding History

Dimensional Fund Advisors’s Portfolio BROS Stock Details BROS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$56.8M Buy
1,473,775
+213,910
+17% +$11.5M 0.01% 1514
2026
Q2 		$90.5M Buy
1,259,865
+55,539
+5% +$3.19M 0.02% 1252
2026
Q1 		$61M Buy
1,204,326
+37,683
+3% +$2.06M 0.01% 1394
2025
Q4 		$71.4M Buy
1,166,643
+68,318
+6% +$3.88M 0.02% 1303
2025
Q3 		$57.5M Buy
1,098,325
+259,041
+31% +$16.4M 0.01% 1437
2025
Q2 		$57.4M Sell
839,284
-104,527
-11% -$6.82M 0.01% 1406
2025
Q1 		$58.3M Buy
943,811
+212,144
+29% +$14M 0.01% 1377
2024
Q4 		$38.3M Buy
731,667
+117,878
+19% +$5.2M 0.01% 1673
2024
Q3 		$19.7M Buy
613,789
+459,191
+297% +$16.2M ﹤0.01% 2008
2024
Q2 		$6.4M Buy
154,598
+111,398
+258% +$3.83M ﹤0.01% 2405
2024
Q1 		$1.43M Buy
43,200
+8,158
+23% +$241K ﹤0.01% 2857
2023
Q4 		$1.11M Buy
35,042
+1,868
+6% +$50.9K ﹤0.01% 2912
2023
Q3 		$771K Buy
33,174
+16,939
+104% +$483K ﹤0.01% 2971
2023
Q2 		$462K Buy
16,235
+488
+3% +$14.5K ﹤0.01% 3081
2023
Q1 		$498K Buy
+15,747
New +$533K ﹤0.01% 3034
2022
Q3 		$405K Buy
+13,007
New +$490K ﹤0.01% 3090

Other funds holding BROS

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Hyperion Asset Management
Hyperion Asset Management Brisbane, Australia $3.66B AUM 10.02% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Granite Investment Partners
Granite Investment Partners El Segundo, California $1.84B AUM 35.93% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Dillon & Associates
Dillon & Associates Jackson, Michigan $849M AUM 19.35% 1-Year Est. Return

Dimensional Fund Advisors's BROS Position: Q3 2026 in Review

Dimensional Fund Advisors increased its Dutch Bros (BROS) stake by 17% in Q3 2026, buying an estimated $11.5M and bringing the position to 1,473,775 shares worth $56.8M. The position accounts for 0.01% of the portfolio, ranked #1514.

Dimensional Fund Advisors first reported a position in BROS in Q3 2022 and has held it in 16 quarters since. The position peaked at $90.5M in Q2 2026. 202 funds tracked by Wall St. Rank hold BROS as of Q3 2026.

  • Dimensional Fund Advisors held 1,473,775 shares of Dutch Bros worth $56.8M as of Q3 2026.
  • Dimensional Fund Advisors bought 213,910 Dutch Bros shares in Q3 2026, an estimated $11.5M.
  • Dutch Bros made up 0.01% of Dimensional Fund Advisors's portfolio in Q3 2026, its #1514 holding.
  • Dimensional Fund Advisors first reported a position in Dutch Bros in Q3 2022 and has held it in 16 quarters since.
  • Dimensional Fund Advisors's Dutch Bros position peaked at $90.5M in Q2 2026.
  • 202 funds tracked by Wall St. Rank held Dutch Bros as of Q3 2026.

Based on Dimensional Fund Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.