Dimensional Fund Advisors
ZVIA icon

Dimensional Fund Advisors’s Zevia ZVIA Stock Holding History

Dimensional Fund Advisors’s Portfolio ZVIA Stock Details ZVIA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$131K Sell
80,491
-133,828
-62% -$182K ﹤0.01% 3117
2026
Q1 		$251K Sell
214,319
-221,412
-51% -$351K ﹤0.01% 3041
2025
Q4 		$1.01M Buy
435,731
+129,632
+42% +$322K ﹤0.01% 2858
2025
Q3 		$833K Buy
306,099
+21,932
+8% +$63.1K ﹤0.01% 2919
2025
Q2 		$917K Buy
284,167
+159,243
+127% +$419K ﹤0.01% 2904
2025
Q1 		$270K Buy
124,924
+108,685
+669% +$356K ﹤0.01% 3090
2024
Q4 		$68K Hold
16,239
– – ﹤0.01% 3268
2024
Q3 		$17.5K Hold
16,239
– – ﹤0.01% 3339
2024
Q2 		$11K Hold
16,239
– – ﹤0.01% 3367
2024
Q1 		$19K Sell
16,239
-15,651
-49% -$24.1K ﹤0.01% 3370
2023
Q4 		$64.1K Sell
31,890
-2,766
-8% -$5.55K ﹤0.01% 3328
2023
Q3 		$76.9K Buy
34,656
+15,733
+83% +$46.2K ﹤0.01% 3343
2023
Q2 		$81.6K Hold
18,923
– – ﹤0.01% 3354
2023
Q1 		$72.9K Buy
+18,923
New +$76.3K ﹤0.01% 3351

Other funds holding ZVIA

Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return
TCM
Topline Capital Management Santa Monica, California $386M AUM 2.37% 1-Year Est. Return
KWM
Kanen Wealth Management Coconut Creek, Florida $413M AUM 109.83% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JFG
Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return
SPCM
Stoic Point Capital Management Palo Alto, California $121M AUM
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors's ZVIA Position: Q2 2026 in Review

Dimensional Fund Advisors reduced its Zevia (ZVIA) stake by 62% in Q2 2026, selling an estimated $182K and leaving 80,491 shares worth $131K. The position accounts for ﹤0.01% of the portfolio, ranked #3117.

Dimensional Fund Advisors first reported a position in ZVIA in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.01M in Q4 2025. 101 funds tracked by Wall St. Rank hold ZVIA as of Q2 2026.

  • Dimensional Fund Advisors held 80,491 shares of Zevia worth $131K as of Q2 2026.
  • Dimensional Fund Advisors sold 133,828 Zevia shares in Q2 2026, an estimated $182K.
  • Zevia made up ﹤0.01% of Dimensional Fund Advisors's portfolio in Q2 2026, its #3117 holding.
  • Dimensional Fund Advisors first reported a position in Zevia in Q1 2023 and has held it in 14 quarters since.
  • Dimensional Fund Advisors's Zevia position peaked at $1.01M in Q4 2025.
  • 101 funds tracked by Wall St. Rank held Zevia as of Q2 2026.

Based on Dimensional Fund Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.