DIMENSIONAL FUND ADVISORS LP

Position in WVVI — Willamette Valley Vineyards Inc

CIK 354204 AUSTIN, TX

Position in WVVI

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$70,041

-$2,954 QoQ

Shares Held

27,905

-1.8% QoQ

Ownership

0.560%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

of 35 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 94% Shared 6% None 0%

Consumer Defensive · as of Jun 30, 2026

DIMENSIONAL FUND ADVISORS LP holds $535,211,780 across 5 Beverages - Wineries & Distilleries names. WVVI ranks #5 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BF-B	Brown Forman Corp	14,742,971	$393,359,200
2	DEO	Diageo PLC	1,644,565	$132,190,132
3	MGPI	Mgp Ingredients Inc	522,233	$9,149,520
4	SNDL	SNDL Inc.	328,065	$442,887
5	WVVI	Willamette Valley Vineyards Inc This page	27,905	$70,041

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$70,041	27,905	-1.8%	Shares	Sole	2026-08-11
2026-03-31	$72,995	28,403	-9.3%	Shares	Sole	2026-05-07
2025-12-31	$95,479	31,305	-3.5%	Shares	Sole	2026-02-12
2025-09-30	$115,814	32,441	0.0%	Shares	Sole	2025-11-12
2025-06-30	$180,047	32,441	+3.2%	Shares	Sole	2025-08-12
2025-03-31	$186,770	31,443	+5.0%	Shares	Sole	2025-05-13
2024-12-31	$100,301	29,941	0.0%	Shares	Sole	2025-02-13
2024-09-30	$104,194	29,941	-11.1%	Shares	Sole	2024-11-07
2024-06-30	$132,377	33,684	-9.8%	Shares	Sole	2024-08-09
2024-03-31	$195,577	37,324	0.0%	Shares	Sole	2024-05-10
2023-12-31	$200,056	37,324	-4.1%	Shares	Sole	2024-02-07
2023-09-30	$227,204	38,905	-7.4%	Shares	Sole	2023-11-09
2023-06-30	$239,513	42,020	-16.5%	Shares	Sole	2023-08-09
2023-03-31	$304,465	50,325	-2.2%	Shares	Sole	2023-05-12
2022-12-31	$307,352	51,483	-0.0%	Shares	Sole	2023-02-09
2022-09-30	$317,717	51,494	+2.7%	Shares	Sole	2022-11-10
2022-06-30	$314,226	50,116	+19.4%	Shares	Sole	2022-08-12
2022-03-31	$379,783	41,965	-3.9%	Shares	Sole	2022-05-13
2021-12-31	$378,199	43,672	+0.1%	Shares	Defined	2022-02-09
2021-09-30	$554,613	43,636	+5.4%	Shares	Defined	2021-11-12
2021-06-30	$566,584	41,417	+206.5%	Shares	Defined	2021-08-12
2021-03-31	$122,292	13,513	+16.4%	Shares	Sole	2021-05-14
2020-12-31	$73,974	11,613	0.0%	Shares	Sole	2021-03-08
2020-09-30	$71,419	11,613	0.0%	Shares	Sole	2020-11-12
2020-06-30	$70,142	11,613	0.0%	Shares	Sole	2020-08-13
2020-03-31	$56,323	11,613	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.