Dimensional Fund Advisors
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Dimensional Fund Advisors’s Lifeway Foods LWAY Stock Holding History

Dimensional Fund Advisors’s Portfolio LWAY Stock Details LWAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.56M Buy
235,710
+19,035
+9% +$405K ﹤0.01% 2527
2025
Q4 		$5.25M Sell
216,675
-28,803
-12% -$706K ﹤0.01% 2517
2025
Q3 		$6.81M Sell
245,478
-18,298
-7% -$515K ﹤0.01% 2443
2025
Q2 		$6.5M Sell
263,776
-23,920
-8% -$567K ﹤0.01% 2440
2025
Q1 		$7.03M Sell
287,696
-14,870
-5% -$334K ﹤0.01% 2388
2024
Q4 		$7.5M Hold
302,566
– – ﹤0.01% 2413
2024
Q3 		$7.84M Sell
302,566
-9,744
-3% -$163K ﹤0.01% 2383
2024
Q2 		$3.99M Sell
312,310
-5,921
-2% -$108K ﹤0.01% 2569
2024
Q1 		$5.48M Buy
318,231
+752
+0.2% +$9.63K ﹤0.01% 2525
2023
Q4 		$4.26M Buy
317,479
+21,732
+7% +$274K ﹤0.01% 2606
2023
Q3 		$3.06M Buy
295,747
+27,678
+10% +$241K ﹤0.01% 2660
2023
Q2 		$1.8M Buy
268,069
+1,534
+0.6% +$9.6K ﹤0.01% 2807
2023
Q1 		$1.61M Buy
266,535
+3,657
+1% +$21.2K ﹤0.01% 2791
2022
Q4 		$1.46K Sell
262,878
-604
-0.2% -$3.77K ﹤0.01% 2812
2022
Q3 		$1.51M Sell
263,482
-15,093
-5% -$85.8K ﹤0.01% 2791
2022
Q2 		$1.39M Buy
278,575
+252
+0.1% +$1.4K ﹤0.01% 2847
2022
Q1 		$2.01M Sell
278,323
-11,610
-4% -$67.8K ﹤0.01% 2831
2021
Q4 		$1.37M Sell
289,933
-18,189
-6% -$97.1K ﹤0.01% 2946
2021
Q3 		$1.72M Sell
308,122
-798
-0.3% -$4.64K ﹤0.01% 2894
2021
Q2 		$1.6M Sell
308,920
-6,357
-2% -$33.3K ﹤0.01% 2931
2021
Q1 		$1.7M Buy
315,277
+1,805
+0.6% +$11K ﹤0.01% 2893
2020
Q4 		$1.7M Sell
313,472
-1,807
-0.6% -$10.3K ﹤0.01% 2848
2020
Q3 		$1.59M Sell
315,279
-329
-0.1% -$1.37K ﹤0.01% 2811
2020
Q2 		$726K Sell
315,608
-10,559
-3% -$25K ﹤0.01% 3012
2020
Q1 		$626K Sell
326,167
-7,476
-2% -$16.4K ﹤0.01% 3014
2019
Q4 		$664K Sell
333,643
-4,180
-1% -$8.55K ﹤0.01% 3090
2019
Q3 		$740K Hold
337,823
– – ﹤0.01% 3073
2019
Q2 		$1.23M Sell
337,823
-1,479
-0.4% -$3.66K ﹤0.01% 3008
2019
Q1 		$821K Hold
339,302
– – ﹤0.01% 3082
2018
Q4 		$638K Sell
339,302
-16,916
-5% -$45K ﹤0.01% 3107
2018
Q3 		$948K Sell
356,218
-18,164
-5% -$66.5K ﹤0.01% 3077
2018
Q2 		$1.88M Hold
374,382
– – ﹤0.01% 2902
2018
Q1 		$2.24M Sell
374,382
-2,148
-0.6% -$15.6K ﹤0.01% 2842
2017
Q4 		$3.01M Buy
376,530
+11,982
+3% +$114K ﹤0.01% 2771
2017
Q3 		$3.24M Buy
364,548
+18,000
+5% +$164K ﹤0.01% 2732
2017
Q2 		$3.24M Buy
346,548
+2,715
+0.8% +$26.4K ﹤0.01% 2729
2017
Q1 		$3.69M Buy
343,833
+5,942
+2% +$65K ﹤0.01% 2664
2016
Q4 		$3.89M Buy
337,891
+18,560
+6% +$261K ﹤0.01% 2618
2016
Q3 		$5.41M Buy
319,331
+640
+0.2% +$7.78K ﹤0.01% 2481
2016
Q2 		$3.08M Hold
318,691
– – ﹤0.01% 2647
2016
Q1 		$3.45M Hold
318,691
– – ﹤0.01% 2609
2015
Q4 		$3.54M Sell
318,691
-1,841
-0.6% -$20.8K ﹤0.01% 2642
2015
Q3 		$3.36M Hold
320,532
– – ﹤0.01% 2668
2015
Q2 		$6.15M Sell
320,532
-2,756
-0.9% -$54.2K ﹤0.01% 2497
2015
Q1 		$6.92M Hold
323,288
– – ﹤0.01% 2417
2014
Q4 		$5.99M Sell
323,288
-1,916
-0.6% -$32.3K ﹤0.01% 2491
2014
Q3 		$4.51M Sell
325,204
-930
-0.3% -$12.6K ﹤0.01% 2586
2014
Q2 		$4.56M Sell
326,134
-1,300
-0.4% -$18.2K ﹤0.01% 2601
2014
Q1 		$4.81M Hold
327,434
– – ﹤0.01% 2564
2013
Q4 		$5.23M Sell
327,434
-900
-0.3% -$13.3K ﹤0.01% 2535
2013
Q3 		$4.44M Sell
328,334
-2,906
-0.9% -$46.8K ﹤0.01% 2595
2013
Q2 		$5.75M Buy
+331,240
New +$4.82M 0.01% 2407

Other funds holding LWAY

DSCM
Divisadero Street Capital Management Miami, Florida $2.39B AUM 134.55% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
SC
Slotnik Capital Dallas, Texas $342M AUM 105.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

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

Dimensional Fund Advisors increased its Lifeway Foods (LWAY) stake by 8.8% in Q1 2026, buying an estimated $405K and bringing the position to 235,710 shares worth $4.56M. The position accounts for ﹤0.01% of the portfolio, ranked #2527.

Dimensional Fund Advisors first reported a position in LWAY in Q2 2013 and has held it in 52 quarters since. The position peaked at $7.84M in Q3 2024. 80 funds tracked by Wall St. Rank hold LWAY as of Q1 2026.

  • Dimensional Fund Advisors held 235,710 shares of Lifeway Foods worth $4.56M as of Q1 2026.
  • Dimensional Fund Advisors bought 19,035 Lifeway Foods shares in Q1 2026, an estimated $405K.
  • Lifeway Foods made up ﹤0.01% of Dimensional Fund Advisors's portfolio in Q1 2026, its #2527 holding.
  • Dimensional Fund Advisors first reported a position in Lifeway Foods in Q2 2013 and has held it in 52 quarters since.
  • Dimensional Fund Advisors's Lifeway Foods position peaked at $7.84M in Q3 2024.
  • 80 funds tracked by Wall St. Rank held Lifeway Foods as of Q1 2026.

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