DIMENSIONAL FUND ADVISORS LP

Position in BF-A — Brown Forman Corp

CIK 354204 AUSTIN, TX

Position in BF-A

as of Mar 31, 2026 · filed May 7, 2026 Compact

Position Value

$13,262,708

+$4,536,132 QoQ

Shares Held

495,062

+49.3% QoQ

Ownership

0.108%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 73% Shared 26% None 1%

Consumer Defensive · as of Mar 31, 2026

DIMENSIONAL FUND ADVISORS LP holds $129,953,052 across 5 Beverages - Wineries & Distilleries names. BF-A ranks #3 (10.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DEO	Diageo PLC	1,372,808	$102,205,553
2	MGPI	Mgp Ingredients Inc	760,128	$13,978,751
3	BF-A	Brown Forman Corp This page	495,062	$13,262,708
4	SNDL	SNDL Inc.	328,065	$433,045
5	WVVI	Willamette Valley Vineyards Inc	28,403	$72,995

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$13,262,708	495,062	+49.3%	Shares	Sole	2026-05-07
2025-12-31	$8,726,576	331,683	+20.9%	Shares	Sole	2026-02-12
2025-09-30	$7,384,558	274,417	+1.5%	Shares	Sole	2025-11-12
2025-06-30	$7,425,716	270,321	+23.8%	Shares	Sole	2025-08-12
2025-03-31	$7,307,837	218,340	+1.2%	Shares	Sole	2025-05-13
2024-12-31	$8,130,710	215,726	-0.8%	Shares	Sole	2025-02-13
2024-09-30	$10,456,484	217,481	-4.6%	Shares	Sole	2024-11-07
2024-06-30	$10,055,592	227,863	-0.6%	Shares	Sole	2024-08-09
2024-03-31	$12,134,179	229,163	+2.7%	Shares	Sole	2024-05-10
2023-12-31	$13,293,871	223,089	-1.7%	Shares	Sole	2024-02-07
2023-09-30	$13,183,702	226,914	-1.2%	Shares	Sole	2023-11-09
2023-06-30	$15,636,222	229,708	-0.3%	Shares	Sole	2023-08-09
2023-03-31	$15,024,206	230,468	+0.6%	Shares	Sole	2023-05-12
2022-12-31	$15,063,377	229,066	+0.7%	Shares	Sole	2023-02-09
2022-09-30	$15,366,317	227,447	+1.1%	Shares	Sole	2022-11-10
2022-06-30	$15,221,500	225,037	-0.8%	Shares	Sole	2022-08-12
2022-03-31	$14,237,713	226,932	-1.1%	Shares	Defined	2022-05-13
2021-12-31	$15,559,296	229,522	-1.8%	Shares	Defined	2022-02-09
2021-09-30	$14,641,466	233,628	-0.1%	Shares	Defined	2021-11-12
2021-06-30	$16,490,655	233,910	+1.2%	Shares	Defined	2021-08-12
2021-03-31	$14,711,208	231,054	-0.4%	Shares	Defined	2021-05-14
2020-12-31	$17,036,223	231,880	+7.5%	Shares	Defined	2021-03-08
2020-09-30	$14,815,924	215,724	+0.7%	Shares	Defined	2020-11-12
2020-06-30	$12,336,617	214,289	-0.9%	Shares	Defined	2020-08-13
2020-03-31	$11,107,482	216,183	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.