Dimensional Fund Advisors’s Bridgewater Bancshares BWB Stock Holding History

Dimensional Fund Advisors’s Portfolio BWB Stock Details BWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$23.1M	Buy	1,099,544 +41,073	+4%	+$778K	﹤0.01%	1976
2026 Q1	$18.7M	Buy	1,058,471 +25,899	+3%	+$475K	﹤0.01%	2006
2025 Q4	$18.1M	Buy	1,032,572 +39,049	+4%	+$678K	﹤0.01%	2020
2025 Q3	$17.5M	Buy	993,523 +21,969	+2%	+$359K	﹤0.01%	2059
2025 Q2	$15.5M	Buy	971,554 +48,239	+5%	+$707K	﹤0.01%	2079
2025 Q1	$12.8M	Buy	923,315 +45,482	+5%	+$634K	﹤0.01%	2145
2024 Q4	$11.9M	Buy	877,833 +40,683	+5%	+$598K	﹤0.01%	2240
2024 Q3	$11.9M	Buy	837,150 +47,157	+6%	+$631K	﹤0.01%	2230
2024 Q2	$9.17M	Buy	789,993 +37,090	+5%	+$424K	﹤0.01%	2303
2024 Q1	$8.76M	Buy	752,903 +102,501	+16%	+$1.25M	﹤0.01%	2362
2023 Q4	$8.79M	Buy	650,402 +84,206	+15%	+$887K	﹤0.01%	2369
2023 Q3	$5.37M	Buy	566,196 +9,260	+2%	+$95.5K	﹤0.01%	2509
2023 Q2	$5.49M	Sell	556,936 -69,026	-11%	-$664K	﹤0.01%	2491
2023 Q1	$6.79M	Buy	+625,962	New	+$9.2M	﹤0.01%	2380
2022 Q3	$8.71M	Buy	528,779 +56,353	+12%	+$965K	﹤0.01%	2213
2022 Q2	$7.62M	Buy	472,426 +72,722	+18%	+$1.17M	﹤0.01%	2314
2022 Q1	$6.67M	Buy	399,704 +37,471	+10%	+$653K	﹤0.01%	2452
2021 Q4	$6.41M	Buy	362,233 +2,595	+0.7%	+$46.4K	﹤0.01%	2489
2021 Q3	$6.3M	Buy	359,638 +22,607	+7%	+$367K	﹤0.01%	2515
2021 Q2	$5.44M	Buy	337,031 +16,953	+5%	+$284K	﹤0.01%	2586
2021 Q1	$5.16M	Buy	320,078 +30,300	+10%	+$447K	﹤0.01%	2570
2020 Q4	$3.62M	Buy	289,778 +20,321	+8%	+$235K	﹤0.01%	2634
2020 Q3	$2.56M	Buy	269,457 +8,583	+3%	+$82.1K	﹤0.01%	2674
2020 Q2	$2.67M	Buy	260,874 +44,106	+20%	+$427K	﹤0.01%	2666
2020 Q1	$2.11M	Buy	216,768 +41,838	+24%	+$512K	﹤0.01%	2694
2019 Q4	$2.41M	Buy	174,930 +69,295	+66%	+$879K	﹤0.01%	2812
2019 Q3	$1.26M	Buy	105,635 +46,269	+78%	+$537K	﹤0.01%	2962
2019 Q2	$685K	Buy	+59,366	New	+$646K	﹤0.01%	3134

Other funds holding BWB

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Dimensional Fund Advisors's BWB Position: Q2 2026 in Review

Dimensional Fund Advisors increased its Bridgewater Bancshares (BWB) stake by 3.9% in Q2 2026, buying an estimated $778K and bringing the position to 1,099,544 shares worth $23.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1976.

Dimensional Fund Advisors first reported a position in BWB in Q2 2019 and has held it in 28 quarters since. 150 funds tracked by Wall St. Rank hold BWB as of Q2 2026.

Dimensional Fund Advisors held 1,099,544 shares of Bridgewater Bancshares worth $23.1M as of Q2 2026.
Dimensional Fund Advisors bought 41,073 Bridgewater Bancshares shares in Q2 2026, an estimated $778K.
Bridgewater Bancshares made up ﹤0.01% of Dimensional Fund Advisors's portfolio in Q2 2026, its #1976 holding.
Dimensional Fund Advisors first reported a position in Bridgewater Bancshares in Q2 2019 and has held it in 28 quarters since.
150 funds tracked by Wall St. Rank held Bridgewater Bancshares as of Q2 2026.

Based on Dimensional Fund Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.