Dimensional Fund Advisors’s Willamette Valley Vineyards WVVI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $70K | Sell |
27,905
-498
| -2% | -$1.34K | ﹤0.01% | 3166 |
|
|
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 | Buy |
+50,325
| New | +$312K | ﹤0.01% | 3114 |
|
|
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
Dimensional Fund Advisors's WVVI Position: Q2 2026 in Review
Dimensional Fund Advisors reduced its Willamette Valley Vineyards (WVVI) stake by 1.8% in Q2 2026, selling an estimated $1.34K and leaving 27,905 shares worth $70K. The position accounts for ﹤0.01% of the portfolio, ranked #3166.
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 Q2 2026.
- Dimensional Fund Advisors held 27,905 shares of Willamette Valley Vineyards worth $70K as of Q2 2026.
- Dimensional Fund Advisors sold 498 Willamette Valley Vineyards shares in Q2 2026, an estimated $1.34K.
- Willamette Valley Vineyards made up ﹤0.01% of Dimensional Fund Advisors's portfolio in Q2 2026, its #3166 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 Q2 2026.
Based on Dimensional Fund Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.