Dimensional Fund Advisors
BWFG icon

Dimensional Fund Advisors’s Bankwell Financial Group BWFG Stock Holding History

Dimensional Fund Advisors’s Portfolio BWFG Stock Details BWFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$15.5M Buy
319,241
+4,795
+2% +$229K ﹤0.01% 2093
2025
Q4 		$14.4M Buy
314,446
+1,252
+0.4% +$56.5K ﹤0.01% 2135
2025
Q3 		$13.9M Buy
313,194
+10,891
+4% +$447K ﹤0.01% 2171
2025
Q2 		$10.9M Buy
302,303
+9,010
+3% +$300K ﹤0.01% 2249
2025
Q1 		$8.85M Buy
293,293
+4,422
+2% +$134K ﹤0.01% 2302
2024
Q4 		$9M Buy
288,871
+7,363
+3% +$228K ﹤0.01% 2349
2024
Q3 		$8.43M Buy
281,508
+1,641
+0.6% +$44.9K ﹤0.01% 2368
2024
Q2 		$7.1M Buy
279,867
+755
+0.3% +$18.4K ﹤0.01% 2382
2024
Q1 		$7.24M Buy
279,112
+10,388
+4% +$277K ﹤0.01% 2445
2023
Q4 		$8.11M Buy
268,724
+9,546
+4% +$253K ﹤0.01% 2402
2023
Q3 		$6.29M Sell
259,178
-3,565
-1% -$92.6K ﹤0.01% 2455
2023
Q2 		$6.41M Buy
262,743
+6,846
+3% +$162K ﹤0.01% 2444
2023
Q1 		$6.36M Buy
255,897
+9,065
+4% +$262K ﹤0.01% 2408
2022
Q4 		$7.26K Buy
246,832
+271
+0.1% +$8.07K ﹤0.01% 2334
2022
Q3 		$7.18M Buy
246,561
+13,843
+6% +$440K ﹤0.01% 2294
2022
Q2 		$7.22M Buy
232,718
+21,114
+10% +$710K ﹤0.01% 2334
2022
Q1 		$7.16M Buy
211,604
+7,058
+3% +$240K ﹤0.01% 2420
2021
Q4 		$6.72M Buy
204,546
+5,605
+3% +$173K ﹤0.01% 2468
2021
Q3 		$5.86M Buy
198,941
+11,358
+6% +$331K ﹤0.01% 2539
2021
Q2 		$5.18M Buy
187,583
+18,042
+11% +$505K ﹤0.01% 2598
2021
Q1 		$4.57M Buy
169,541
+4,509
+3% +$104K ﹤0.01% 2614
2020
Q4 		$3.23M Buy
165,032
+4,380
+3% +$76.2K ﹤0.01% 2677
2020
Q3 		$2.27M Hold
160,652
– – ﹤0.01% 2706
2020
Q2 		$2.55M Buy
160,652
+3,674
+2% +$54.5K ﹤0.01% 2681
2020
Q1 		$2.4M Buy
156,978
+12,488
+9% +$315K ﹤0.01% 2661
2019
Q4 		$4.17M Buy
144,490
+8,939
+7% +$255K ﹤0.01% 2669
2019
Q3 		$3.73M Buy
135,551
+3,685
+3% +$100K ﹤0.01% 2697
2019
Q2 		$3.79M Buy
131,866
+10,120
+8% +$296K ﹤0.01% 2729
2019
Q1 		$3.55M Buy
121,746
+22,357
+22% +$655K ﹤0.01% 2752
2018
Q4 		$2.85M Buy
99,389
+22,973
+30% +$675K ﹤0.01% 2758
2018
Q3 		$2.4M Buy
76,416
+10,752
+16% +$342K ﹤0.01% 2876
2018
Q2 		$2.11M Buy
65,664
+17,672
+37% +$558K ﹤0.01% 2878
2018
Q1 		$1.55M Buy
47,992
+15,543
+48% +$518K ﹤0.01% 2911
2017
Q4 		$1.11M Buy
32,449
+14,999
+86% +$530K ﹤0.01% 2975
2017
Q3 		$645K Buy
17,450
+9,176
+111% +$304K ﹤0.01% 3072
2017
Q2 		$258K Buy
+8,274
New +$278K ﹤0.01% 3180

Other funds holding BWFG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCP
Siena Capital Partners Chicago, Illinois $385M AUM 11.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
GAG
GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Dimensional Fund Advisors's BWFG Position: Q1 2026 in Review

Dimensional Fund Advisors increased its Bankwell Financial Group (BWFG) stake by 1.5% in Q1 2026, buying an estimated $229K and bringing the position to 319,241 shares worth $15.5M. The position accounts for ﹤0.01% of the portfolio, ranked #2093.

Dimensional Fund Advisors first reported a position in BWFG in Q2 2017 and has held it in 36 quarters since. 119 funds tracked by Wall St. Rank hold BWFG as of Q1 2026.

  • Dimensional Fund Advisors held 319,241 shares of Bankwell Financial Group worth $15.5M as of Q1 2026.
  • Dimensional Fund Advisors bought 4,795 Bankwell Financial Group shares in Q1 2026, an estimated $229K.
  • Bankwell Financial Group made up ﹤0.01% of Dimensional Fund Advisors's portfolio in Q1 2026, its #2093 holding.
  • Dimensional Fund Advisors first reported a position in Bankwell Financial Group in Q2 2017 and has held it in 36 quarters since.
  • 119 funds tracked by Wall St. Rank held Bankwell Financial Group as of Q1 2026.

Based on Dimensional Fund Advisors's 13F filing for Q1 2026, filed 7 May 2026.