Dimensional Fund Advisors
CWBC

Dimensional Fund Advisors’s Community West BanCshares CWBC Stock Holding History

Dimensional Fund Advisors’s Portfolio CWBC Stock Details CWBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-166,676
Closed -$2.58M – 3454
2024
Q1 		$2.58M Buy
166,676
+2,637
+2% +$40.1K ﹤0.01% 2734
2023
Q4 		$2.85M Sell
164,039
-24
-0% -$335 ﹤0.01% 2708
2023
Q3 		$2.13M Buy
164,063
+4
+0% +$52 ﹤0.01% 2760
2023
Q2 		$2.01M Buy
164,059
+4,069
+3% +$48K ﹤0.01% 2781
2023
Q1 		$2.02M Buy
159,990
+7,490
+5% +$107K ﹤0.01% 2740
2022
Q4 		$2.28K Buy
152,500
+1,637
+1% +$23.7K ﹤0.01% 2689
2022
Q3 		$2.1M Sell
150,863
-1,342
-0.9% -$18.8K ﹤0.01% 2701
2022
Q2 		$2.18M Buy
152,205
+3,451
+2% +$47.8K ﹤0.01% 2715
2022
Q1 		$2.08M Sell
148,754
-1,250
-0.8% -$17.4K ﹤0.01% 2819
2021
Q4 		$2M Sell
150,004
-4,782
-3% -$62.6K ﹤0.01% 2846
2021
Q3 		$2.05M Sell
154,786
-138
-0.1% -$1.84K ﹤0.01% 2850
2021
Q2 		$2.03M Hold
154,924
– – ﹤0.01% 2862
2021
Q1 		$1.99M Buy
154,924
+3,504
+2% +$36.1K ﹤0.01% 2855
2020
Q4 		$1.38M Sell
151,420
-2,932
-2% -$25K ﹤0.01% 2905
2020
Q3 		$1.24M Hold
154,352
– – ﹤0.01% 2876
2020
Q2 		$1.36M Sell
154,352
-5,601
-4% -$38.6K ﹤0.01% 2859
2020
Q1 		$974K Sell
159,953
-591
-0.4% -$5.8K ﹤0.01% 2902
2019
Q4 		$1.78M Hold
160,544
– – ﹤0.01% 2880
2019
Q3 		$1.59M Sell
160,544
-200
-0.1% -$1.95K ﹤0.01% 2915
2019
Q2 		$1.55M Hold
160,744
– – ﹤0.01% 2960
2019
Q1 		$1.64M Buy
160,744
+10,284
+7% +$105K ﹤0.01% 2933
2018
Q4 		$1.51M Buy
150,460
+9,330
+7% +$103K ﹤0.01% 2933
2018
Q3 		$1.69M Buy
141,130
+6,143
+5% +$74.2K ﹤0.01% 2963
2018
Q2 		$1.59M Buy
134,987
+3,791
+3% +$43.7K ﹤0.01% 2938
2018
Q1 		$1.47M Buy
131,196
+1,820
+1% +$20.3K ﹤0.01% 2928
2017
Q4 		$1.38M Buy
129,376
+1,406
+1% +$14.8K ﹤0.01% 2931
2017
Q3 		$1.32M Hold
127,970
– – ﹤0.01% 2942
2017
Q2 		$1.33M Buy
127,970
+1,217
+1% +$12.3K ﹤0.01% 2927
2017
Q1 		$1.28M Buy
126,753
+870
+0.7% +$8.68K ﹤0.01% 2925
2016
Q4 		$1.17M Sell
125,883
-646
-0.5% -$5.65K ﹤0.01% 2933
2016
Q3 		$1.04M Sell
126,529
-1,273
-1% -$10.1K ﹤0.01% 2930
2016
Q2 		$937K Hold
127,802
– – ﹤0.01% 2941
2016
Q1 		$869K Hold
127,802
– – ﹤0.01% 2946
2015
Q4 		$907K Hold
127,802
– – ﹤0.01% 2979
2015
Q3 		$892K Hold
127,802
– – ﹤0.01% 3010
2015
Q2 		$843K Buy
127,802
+525
+0.4% +$3.52K ﹤0.01% 3056
2015
Q1 		$839K Hold
127,277
– – ﹤0.01% 3022
2014
Q4 		$862K Buy
127,277
+3,007
+2% +$19.4K ﹤0.01% 3035
2014
Q3 		$752K Buy
124,270
+3,473
+3% +$22.9K ﹤0.01% 3068
2014
Q2 		$803K Sell
120,797
-500
-0.4% -$3.4K ﹤0.01% 3081
2014
Q1 		$843K Sell
121,297
-48
-0% -$344 ﹤0.01% 3071
2013
Q4 		$796K Sell
121,345
-1,900
-2% -$11.1K ﹤0.01% 3073
2013
Q3 		$682K Sell
123,245
-654
-0.5% -$3.52K ﹤0.01% 3120
2013
Q2 		$585K Buy
+123,899
New +$588K ﹤0.01% 3134

Other funds holding CWBC

CCM
Cutler Capital Management Worcester, Massachusetts $370M AUM 15.34% 1-Year Est. Return

Dimensional Fund Advisors's CWBC Position: Q2 2024 in Review

Dimensional Fund Advisors sold out of Community West BanCshares (CWBC) in Q2 2024, closing a stake of 166,676 shares — an estimated $2.58M sold.

Dimensional Fund Advisors first reported a position in CWBC in Q2 2013 and held it in 44 quarters. The position peaked at $2.85M in Q4 2023. 2 funds tracked by Wall St. Rank hold CWBC as of Q2 2024.

  • Dimensional Fund Advisors reported no remaining Community West BanCshares position as of Q2 2024 after selling out during the quarter.
  • Dimensional Fund Advisors sold 166,676 Community West BanCshares shares in Q2 2024, an estimated $2.58M.
  • Dimensional Fund Advisors first reported a position in Community West BanCshares in Q2 2013 and held it in 44 quarters.
  • Dimensional Fund Advisors's Community West BanCshares position peaked at $2.85M in Q4 2023.
  • 2 funds tracked by Wall St. Rank held Community West BanCshares as of Q2 2024.

Based on Dimensional Fund Advisors's 13F filing for Q2 2024, filed 9 Aug 2024.