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
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
+2,615
+20% +$88.5K ﹤0.01% 3034
2022
Q4 		$370 Buy
13,132
+125
+1% +$4.13K ﹤0.01% 3096
2022
Q3 		$405K Buy
+13,007
New +$490K ﹤0.01% 3090

Other funds holding BROS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Dimensional Fund Advisors's BROS Position: Q1 2026 in Review

Dimensional Fund Advisors increased its Dutch Bros (BROS) stake by 3.2% in Q1 2026, buying an estimated $2.06M and bringing the position to 1,204,326 shares worth $61M. The position accounts for 0.01% of the portfolio, ranked #1394.

Dimensional Fund Advisors first reported a position in BROS in Q3 2022 and has held it in 15 quarters since. The position peaked at $71.4M in Q4 2025. 506 funds tracked by Wall St. Rank hold BROS as of Q1 2026.

  • Dimensional Fund Advisors held 1,204,326 shares of Dutch Bros worth $61M as of Q1 2026.
  • Dimensional Fund Advisors bought 37,683 Dutch Bros shares in Q1 2026, an estimated $2.06M.
  • Dutch Bros made up 0.01% of Dimensional Fund Advisors's portfolio in Q1 2026, its #1394 holding.
  • Dimensional Fund Advisors first reported a position in Dutch Bros in Q3 2022 and has held it in 15 quarters since.
  • Dimensional Fund Advisors's Dutch Bros position peaked at $71.4M in Q4 2025.
  • 506 funds tracked by Wall St. Rank held Dutch Bros as of Q1 2026.

Based on Dimensional Fund Advisors's 13F filing for Q1 2026, filed 7 May 2026.