Dimensional Fund Advisors
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Dimensional Fund Advisors’s Willamette Valley Vineyards WVVI Stock Holding History

Dimensional Fund Advisors’s Portfolio WVVI Stock Details WVVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$73K Sell
28,403
-2,902
-9% -$7.9K ﹤0.01% 3141
2025
Q4 		$95.5K Sell
31,305
-1,136
-4% -$3.54K ﹤0.01% 3155
2025
Q3 		$118K Hold
32,441
– – ﹤0.01% 3172
2025
Q2 		$179K Buy
32,441
+998
+3% +$5.83K ﹤0.01% 3131
2025
Q1 		$187K Buy
31,443
+1,502
+5% +$8.4K ﹤0.01% 3140
2024
Q4 		$100K Hold
29,941
– – ﹤0.01% 3241
2024
Q3 		$104K Sell
29,941
-3,743
-11% -$14K ﹤0.01% 3234
2024
Q2 		$132K Sell
33,684
-3,640
-10% -$15.6K ﹤0.01% 3214
2024
Q1 		$187K Hold
37,324
– – ﹤0.01% 3197
2023
Q4 		$198K Sell
37,324
-1,581
-4% -$8.48K ﹤0.01% 3199
2023
Q3 		$228K Sell
38,905
-3,115
-7% -$18.4K ﹤0.01% 3194
2023
Q2 		$242K Sell
42,020
-8,305
-17% -$49.3K ﹤0.01% 3205
2023
Q1 		$310K Sell
50,325
-1,158
-2% -$7.18K ﹤0.01% 3114
2022
Q4 		$308 Sell
51,483
-11
-0% -$67 ﹤0.01% 3134
2022
Q3 		$318K Buy
51,494
+1,378
+3% +$8.7K ﹤0.01% 3152
2022
Q2 		$314K Buy
50,116
+8,151
+19% +$62.3K ﹤0.01% 3170
2022
Q1 		$379K Sell
41,965
-1,707
-4% -$16K ﹤0.01% 3208
2021
Q4 		$379K Buy
43,672
+36
+0.1% +$483 ﹤0.01% 3225
2021
Q3 		$555K Buy
43,636
+2,219
+5% +$28.5K ﹤0.01% 3159
2021
Q2 		$567K Buy
41,417
+27,904
+206% +$352K ﹤0.01% 3140
2021
Q1 		$122K Buy
13,513
+1,900
+16% +$14.6K ﹤0.01% 3335
2020
Q4 		$74K Hold
11,613
– – ﹤0.01% 3293
2020
Q3 		$71K Hold
11,613
– – ﹤0.01% 3287
2020
Q2 		$70K Hold
11,613
– – ﹤0.01% 3296
2020
Q1 		$56K Hold
11,613
– – ﹤0.01% 3314
2019
Q4 		$80K Hold
11,613
– – ﹤0.01% 3328
2019
Q3 		$80K Hold
11,613
– – ﹤0.01% 3358
2019
Q2 		$80K Hold
11,613
– – ﹤0.01% 3409
2019
Q1 		$84K Hold
11,613
– – ﹤0.01% 3385
2018
Q4 		$80K Hold
11,613
– – ﹤0.01% 3369
2018
Q3 		$92K Buy
11,613
+1,300
+13% +$10.6K ﹤0.01% 3364
2018
Q2 		$88K Buy
+10,313
New +$84.5K ﹤0.01% 3308

Other funds holding WVVI

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
NCM
Next Capital Management New York $330M AUM 11.54% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
TA
Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return

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

Dimensional Fund Advisors reduced its Willamette Valley Vineyards (WVVI) stake by 9.3% in Q1 2026, selling an estimated $7.9K and leaving 28,403 shares worth $73K. The position accounts for ﹤0.01% of the portfolio, ranked #3141.

Dimensional Fund Advisors first reported a position in WVVI in Q2 2018 and has held it in 32 quarters since. The position peaked at $567K in Q2 2021. 35 funds tracked by Wall St. Rank hold WVVI as of Q1 2026.

  • Dimensional Fund Advisors held 28,403 shares of Willamette Valley Vineyards worth $73K as of Q1 2026.
  • Dimensional Fund Advisors sold 2,902 Willamette Valley Vineyards shares in Q1 2026, an estimated $7.9K.
  • Willamette Valley Vineyards made up ﹤0.01% of Dimensional Fund Advisors's portfolio in Q1 2026, its #3141 holding.
  • Dimensional Fund Advisors first reported a position in Willamette Valley Vineyards in Q2 2018 and has held it in 32 quarters since.
  • Dimensional Fund Advisors's Willamette Valley Vineyards position peaked at $567K in Q2 2021.
  • 35 funds tracked by Wall St. Rank held Willamette Valley Vineyards as of Q1 2026.

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