Dimensional Fund Advisors
UTZ icon

Dimensional Fund Advisors’s Utz Brands UTZ Stock Holding History

Dimensional Fund Advisors’s Portfolio UTZ Stock Details UTZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$15.8M Buy
1,998,089
+355,460
+22% +$3.3M ﹤0.01% 2086
2025
Q4 		$17.1M Sell
1,642,629
-380,218
-19% -$4.1M ﹤0.01% 2056
2025
Q3 		$24.6M Buy
2,022,847
+9,672
+0.5% +$128K 0.01% 1886
2025
Q2 		$25.3M Buy
2,013,175
+234,151
+13% +$3.06M 0.01% 1858
2025
Q1 		$25M Buy
1,779,024
+379,010
+27% +$5.21M 0.01% 1834
2024
Q4 		$21.9M Buy
1,400,014
+116,376
+9% +$1.97M 0.01% 1960
2024
Q3 		$22.7M Buy
1,283,638
+93,114
+8% +$1.55M 0.01% 1951
2024
Q2 		$19.8M Sell
1,190,524
-53,120
-4% -$956K 0.01% 1958
2024
Q1 		$22.9M Buy
1,243,644
+31,151
+3% +$554K 0.01% 1912
2023
Q4 		$19.7M Buy
1,212,493
+250,557
+26% +$3.31M 0.01% 1991
2023
Q3 		$12.9M Buy
961,936
+285,907
+42% +$4.41M ﹤0.01% 2122
2023
Q2 		$11.1M Buy
676,029
+199,954
+42% +$3.43M ﹤0.01% 2211
2023
Q1 		$7.84M Buy
476,075
+415,606
+687% +$6.88M ﹤0.01% 2320
2022
Q4 		$959 Buy
+60,469
New +$1M ﹤0.01% 2905

Other funds holding UTZ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Dimensional Fund Advisors increased its Utz Brands (UTZ) stake by 22% in Q1 2026, buying an estimated $3.3M and bringing the position to 1,998,089 shares worth $15.8M. The position accounts for ﹤0.01% of the portfolio, ranked #2086.

Dimensional Fund Advisors first reported a position in UTZ in Q4 2022 and has held it in 14 quarters since. The position peaked at $25.3M in Q2 2025. 226 funds tracked by Wall St. Rank hold UTZ as of Q1 2026.

  • Dimensional Fund Advisors held 1,998,089 shares of Utz Brands worth $15.8M as of Q1 2026.
  • Dimensional Fund Advisors bought 355,460 Utz Brands shares in Q1 2026, an estimated $3.3M.
  • Utz Brands made up ﹤0.01% of Dimensional Fund Advisors's portfolio in Q1 2026, its #2086 holding.
  • Dimensional Fund Advisors first reported a position in Utz Brands in Q4 2022 and has held it in 14 quarters since.
  • Dimensional Fund Advisors's Utz Brands position peaked at $25.3M in Q2 2025.
  • 226 funds tracked by Wall St. Rank held Utz Brands as of Q1 2026.

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