Dimensional Fund Advisors
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Dimensional Fund Advisors’s FinWise Bancorp FINW Stock Holding History

Dimensional Fund Advisors’s Portfolio FINW Stock Details FINW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.72M Buy
118,796
+5,312
+5% +$78.9K ﹤0.01% 2767
2026
Q1 		$1.8M Buy
113,484
+2,841
+3% +$48.4K ﹤0.01% 2728
2025
Q4 		$1.98M Sell
110,643
-412
-0.4% -$7.52K ﹤0.01% 2742
2025
Q3 		$2.15M Sell
111,055
-441
-0.4% -$8.04K ﹤0.01% 2748
2025
Q2 		$1.67M Buy
111,496
+4,366
+4% +$64.1K ﹤0.01% 2805
2025
Q1 		$1.88M Buy
107,130
+9,113
+9% +$163K ﹤0.01% 2741
2024
Q4 		$1.57M Buy
98,017
+136
+0.1% +$2.31K ﹤0.01% 2841
2024
Q3 		$1.53M Buy
97,881
+4,028
+4% +$50.8K ﹤0.01% 2839
2024
Q2 		$958K Buy
93,853
+19,235
+26% +$197K ﹤0.01% 2915
2024
Q1 		$750K Buy
74,618
+24,479
+49% +$286K ﹤0.01% 2968
2023
Q4 		$717K Buy
50,139
+14,423
+40% +$154K ﹤0.01% 2986
2023
Q3 		$309K Buy
35,716
+8,272
+30% +$77.4K ﹤0.01% 3134
2023
Q2 		$246K Buy
27,444
+7,709
+39% +$65.5K ﹤0.01% 3202
2023
Q1 		$174K Buy
+19,735
New +$180K ﹤0.01% 3231

Other funds holding FINW

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Dimensional Fund Advisors increased its FinWise Bancorp (FINW) stake by 4.7% in Q2 2026, buying an estimated $78.9K and bringing the position to 118,796 shares worth $1.72M. The position accounts for ﹤0.01% of the portfolio, ranked #2767.

Dimensional Fund Advisors first reported a position in FINW in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.15M in Q3 2025. 70 funds tracked by Wall St. Rank hold FINW as of Q2 2026.

  • Dimensional Fund Advisors held 118,796 shares of FinWise Bancorp worth $1.72M as of Q2 2026.
  • Dimensional Fund Advisors bought 5,312 FinWise Bancorp shares in Q2 2026, an estimated $78.9K.
  • FinWise Bancorp made up ﹤0.01% of Dimensional Fund Advisors's portfolio in Q2 2026, its #2767 holding.
  • Dimensional Fund Advisors first reported a position in FinWise Bancorp in Q1 2023 and has held it in 14 quarters since.
  • Dimensional Fund Advisors's FinWise Bancorp position peaked at $2.15M in Q3 2025.
  • 70 funds tracked by Wall St. Rank held FinWise Bancorp as of Q2 2026.

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