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Livermore
Livermore
ZHEN

Dimensional Fund Advisors LP

SEC CIK
0000354204
Latest filing
Aug 11, 2026

WVVI holding history

Willamette Valley Vineyards Inc in every 13F filed by Dimensional Fund Advisors LP, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WVVI overviewAll 13F holders of WVVIFull Q2 2026 holdings

Shares (Q2 2026)
27,905
Value
$70.0K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of WVVI by Dimensional Fund Advisors LP, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202627,905$70.0K<0.1%−498−1.8%ReducedHolders
Q1 202628,403$73.0K<0.1%−2,902−9.3%ReducedHolders
Q4 202531,305$95.5K<0.1%−1,136−3.5%ReducedHolders
Q3 202532,441$118.1K<0.1%00.0%UnchangedHolders
Q2 202532,441$179.1K<0.1%+998+3.2%AddedHolders
Q1 202531,443$186.8K<0.1%+1,502+5.0%AddedHolders
Q4 202429,941$100.3K<0.1%00.0%UnchangedHolders
Q3 202429,941$104.2K<0.1%−3,743−11.1%ReducedHolders
Q2 202433,684$132.4K<0.1%−3,640−9.8%ReducedHolders
Q1 202437,324$187.0K<0.1%00.0%UnchangedHolders
Q4 202337,324$197.8K<0.1%−1,581−4.1%ReducedHolders
Q3 202338,905$228.4K<0.1%−3,115−7.4%ReducedHolders
Q2 202342,020$242.5K<0.1%−8,305−16.5%ReducedHolders
Q1 202350,325$310.0K<0.1%−1,158−2.2%ReducedHolders
Q4 202251,483$308.0K<0.1%−110.0%ReducedHolders
Q3 202251,494$318.0K<0.1%+1,378+2.7%AddedHolders
Q2 202250,116$314.0K<0.1%+8,151+19.4%AddedHolders
Q1 202241,965$379.0K<0.1%−1,707−3.9%ReducedHolders
Q4 202143,672$379.0K<0.1%+36+0.1%AddedHolders
Q3 202143,636$555.0K<0.1%+2,219+5.4%AddedHolders
Q2 202141,417$567.0K<0.1%+27,904+206.5%AddedHolders
Q1 202113,513$122.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.