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Duckhorn Portfolio shares owned by Dimensional Fund Advisors

Quarter-by-quarter ownership of Duckhorn Portfolio (NAPA) shares owned by Dimensional Fund Advisors from 13F filings

Historical chart of Dimensional Fund Advisors investment in Duckhorn Portfolio

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All positions including Duckhorn Portfolio held by Dimensional Fund Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Duckhorn Portfolio by Dimensional Fund Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $19M 3.3M 5.81
2024-06-30 $23M 3.2M 7.10
2024-03-31 $31M 3.4M 9.31
2023-12-31 $35M 3.6M 9.85
2023-09-30 $34M 3.3M 10.26
2023-06-30 $32M 2.4M 12.97
2023-03-31 $27M 1.7M 15.90
2022-12-31 $19M 1.1M 16.57
2022-09-30 $8.4M 584k 14.43