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
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors's BROS Position: Q2 2026 in Review

Dimensional Fund Advisors increased its Dutch Bros (BROS) stake by 4.6% in Q2 2026, buying an estimated $3.19M and bringing the position to 1,259,865 shares worth $90.5M. The position accounts for 0.02% of the portfolio, ranked #1252.

Dimensional Fund Advisors first reported a position in BROS in Q3 2022 and has held it in 15 quarters since. 558 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • Dimensional Fund Advisors held 1,259,865 shares of Dutch Bros worth $90.5M as of Q2 2026.
  • Dimensional Fund Advisors bought 55,539 Dutch Bros shares in Q2 2026, an estimated $3.19M.
  • Dutch Bros made up 0.02% of Dimensional Fund Advisors's portfolio in Q2 2026, its #1252 holding.
  • Dimensional Fund Advisors first reported a position in Dutch Bros in Q3 2022 and has held it in 15 quarters since.
  • 558 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on Dimensional Fund Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.