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
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 $62.4B AUM 23.7% 1-Year Est. Return
TCM
Topline Capital Management Santa Monica, California $605M AUM 26.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JFG
Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return
PCR
Potrero Capital Research San Francisco, California $163M AUM 79.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
KWM
Kanen Wealth Management Coconut Creek, Florida $278M AUM 38.85% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Dimensional Fund Advisors reduced its Zevia (ZVIA) stake by 51% in Q1 2026, selling an estimated $351K and leaving 214,319 shares worth $251K. The position accounts for ﹤0.01% of the portfolio, ranked #3041.

Dimensional Fund Advisors first reported a position in ZVIA in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.01M in Q4 2025. 118 funds tracked by Wall St. Rank hold ZVIA as of Q1 2026.

  • Dimensional Fund Advisors held 214,319 shares of Zevia worth $251K as of Q1 2026.
  • Dimensional Fund Advisors sold 221,412 Zevia shares in Q1 2026, an estimated $351K.
  • Zevia made up ﹤0.01% of Dimensional Fund Advisors's portfolio in Q1 2026, its #3041 holding.
  • Dimensional Fund Advisors first reported a position in Zevia in Q1 2023 and has held it in 13 quarters since.
  • Dimensional Fund Advisors's Zevia position peaked at $1.01M in Q4 2025.
  • 118 funds tracked by Wall St. Rank held Zevia as of Q1 2026.

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