Dimensional Fund Advisors’s Coffee Holding Co JVA Stock Holding History

Dimensional Fund Advisors’s Portfolio JVA Stock Details JVA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$362K	Sell	85,230 -140	-0.2%	-$498	﹤0.01%	2987
2025 Q4	$331K	Sell	85,370 -2,449	-3%	-$9.7K	﹤0.01%	3025
2025 Q3	$401K	Buy	87,819 +8,448	+11%	+$37.1K	﹤0.01%	3026
2025 Q2	$344K	Buy	79,371 +37,378	+89%	+$138K	﹤0.01%	3053
2025 Q1	$149K	Buy	41,993 +9,730	+30%	+$47.9K	﹤0.01%	3160
2024 Q4	$110K	Buy	32,263 +19,518	+153%	+$67.2K	﹤0.01%	3233
2024 Q3	$41.2K	Buy	+12,745	New	+$30.7K	﹤0.01%	3312
2023 Q4	–	Sell	-45,084	Closed	-$39K	–	3435
2023 Q3	$39K	Sell	45,084 -19,020	-30%	-$24.4K	﹤0.01%	3398
2023 Q2	$89.1K	Sell	64,104 -26,234	-29%	-$43.6K	﹤0.01%	3340
2023 Q1	$168K	Sell	90,338 -1,527	-2%	-$3.23K	﹤0.01%	3237
2022 Q4	$187	Buy	91,865 +483	+0.5%	+$1.08K	﹤0.01%	3240
2022 Q3	$228K	Sell	91,382 -15,757	-15%	-$41.5K	﹤0.01%	3214
2022 Q2	$261K	Buy	107,139 +893	+0.8%	+$2.63K	﹤0.01%	3209
2022 Q1	$362K	Sell	106,246 -3,020	-3%	-$12.4K	﹤0.01%	3216
2021 Q4	$475K	Sell	109,266 -14,796	-12%	-$66.6K	﹤0.01%	3177
2021 Q3	$564K	Sell	124,062 -25,310	-17%	-$129K	﹤0.01%	3156
2021 Q2	$802K	Buy	149,372 +13,900	+10%	+$74.1K	﹤0.01%	3075
2021 Q1	$672K	Buy	135,472 +12,196	+10%	+$60.3K	﹤0.01%	3084
2020 Q4	$473K	Hold	123,276	–	–	﹤0.01%	3096
2020 Q3	$429K	Hold	123,276	–	–	﹤0.01%	3090
2020 Q2	$367K	Sell	123,276 -14,526	-11%	-$40.8K	﹤0.01%	3131
2020 Q1	$321K	Hold	137,802	–	–	﹤0.01%	3138
2019 Q4	$634K	Hold	137,802	–	–	﹤0.01%	3096
2019 Q3	$546K	Hold	137,802	–	–	﹤0.01%	3126
2019 Q2	$564K	Buy	137,802 +22,347	+19%	+$107K	﹤0.01%	3169
2019 Q1	$625K	Buy	115,455 +51,303	+80%	+$296K	﹤0.01%	3126
2018 Q4	$226K	Hold	64,152	–	–	﹤0.01%	3267
2018 Q3	$284K	Buy	64,152 +12,998	+25%	+$66.5K	﹤0.01%	3259
2018 Q2	$276K	Buy	51,154 +9,019	+21%	+$41.2K	﹤0.01%	3203
2018 Q1	$183K	Hold	42,135	–	–	﹤0.01%	3238
2017 Q4	$180K	Hold	42,135	–	–	﹤0.01%	3232
2017 Q3	$187K	Hold	42,135	–	–	﹤0.01%	3232
2017 Q2	$188K	Hold	42,135	–	–	﹤0.01%	3206
2017 Q1	$196K	Hold	42,135	–	–	﹤0.01%	3204
2016 Q4	$196K	Hold	42,135	–	–	﹤0.01%	3208
2016 Q3	$234K	Hold	42,135	–	–	﹤0.01%	3168
2016 Q2	$238K	Hold	42,135	–	–	﹤0.01%	3153
2016 Q1	$164K	Hold	42,135	–	–	﹤0.01%	3195
2015 Q4	$162K	Hold	42,135	–	–	﹤0.01%	3232
2015 Q3	$166K	Buy	42,135 +1,109	+3%	+$5.2K	﹤0.01%	3256
2015 Q2	$204K	Buy	41,026 +1,218	+3%	+$6.07K	﹤0.01%	3248
2015 Q1	$194K	Hold	39,808	–	–	﹤0.01%	3234
2014 Q4	$204K	Hold	39,808	–	–	﹤0.01%	3248
2014 Q3	$219K	Hold	39,808	–	–	﹤0.01%	3255
2014 Q2	$281K	Hold	39,808	–	–	﹤0.01%	3264
2014 Q1	$303K	Hold	39,808	–	–	﹤0.01%	3257
2013 Q4	$203K	Hold	39,808	–	–	﹤0.01%	3292
2013 Q3	$232K	Sell	39,808 -500	-1%	-$3.15K	﹤0.01%	3305
2013 Q2	$242K	Buy	+40,308	New	+$269K	﹤0.01%	3285

Other funds holding JVA

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

QOP

Quinn Opportunity Partners Charlottesville, Virginia $1.92B AUM 31.26% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

MFFIA

McIntyre, Freedman & Flynn Investment Advisers Orleans, Massachusetts $176M AUM 42.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Dimensional Fund Advisors reduced its Coffee Holding Co (JVA) stake by 0.16% in Q1 2026, selling an estimated $498 and leaving 85,230 shares worth $362K. The position accounts for ﹤0.01% of the portfolio, ranked #2987.

Dimensional Fund Advisors first reported a position in JVA in Q2 2013 and has held it in 49 quarters since. The position peaked at $802K in Q2 2021. 31 funds tracked by Wall St. Rank hold JVA as of Q1 2026.

Dimensional Fund Advisors held 85,230 shares of Coffee Holding Co worth $362K as of Q1 2026.
Dimensional Fund Advisors sold 140 Coffee Holding Co shares in Q1 2026, an estimated $498.
Coffee Holding Co made up ﹤0.01% of Dimensional Fund Advisors's portfolio in Q1 2026, its #2987 holding.
Dimensional Fund Advisors first reported a position in Coffee Holding Co in Q2 2013 and has held it in 49 quarters since.
Dimensional Fund Advisors's Coffee Holding Co position peaked at $802K in Q2 2021.
31 funds tracked by Wall St. Rank held Coffee Holding Co as of Q1 2026.

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