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DIMENSIONAL FUND ADVISORS LP

Position in LWAY — Lifeway Foods, Inc.

CIK 354204 AUSTIN, TX

Position in LWAY

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$7,709,879
+$3,151,250 QoQ
Shares Held
258,374
+9.6% QoQ
Ownership
1.71%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#8
of 97 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 85% Shared 9% None 6%

Common Shares in LWAY Over Time

Shares Held

Position Value (USD)

Position in Packaged Foods

Consumer Defensive · as of Jun 30, 2026

DIMENSIONAL FUND ADVISORS LP holds $3,772,510,482 across 37 Packaged Foods names. LWAY ranks #30 (0.2% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in LWAY

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $7,709,879 258,374
2026-03-31 $4,558,629 235,710
2025-12-31 $5,250,033 216,675
2025-09-30 $6,814,467 245,478
2025-06-30 $6,502,076 263,776
2025-03-31 $7,034,165 287,696
2024-12-31 $7,503,635 302,566
2024-09-30 $7,842,510 302,566
2024-06-30 $3,988,197 312,310
2024-03-31 $5,479,937 318,231
2023-12-31 $4,257,393 317,479
2023-09-30 $3,058,023 295,747
2023-06-30 $1,755,851 268,069
2023-03-31 $1,609,870 266,535
2022-12-31 $1,458,972 262,878
2022-09-30 $1,507,116 263,482
2022-06-30 $1,384,516 278,575
2022-03-31 $2,009,492 278,323
2021-12-31 $1,333,691 289,933
2021-09-30 $1,725,483 308,122
2021-06-30 $1,600,205 308,920
2021-03-31 $1,702,495 315,277
2020-12-31 $1,695,883 313,472
2020-09-30 $1,585,853 315,279
2020-06-30 $719,586 315,608
2020-03-31 $626,240 326,167