Dimensional Fund Advisors’s FinWise Bancorp FINW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.67M | Buy |
111,496
+4,366
| +4% | +$65.5K | ﹤0.01% | 2805 |
|
|
2025
Q1 | $1.88M | Buy |
107,130
+9,113
| +9% | +$160K | ﹤0.01% | 2741 |
|
|
2024
Q4 | $1.57M | Buy |
98,017
+136
| +0.1% | +$2.17K | ﹤0.01% | 2841 |
|
|
2024
Q3 | $1.53M | Buy |
97,881
+4,028
| +4% | +$62.8K | ﹤0.01% | 2839 |
|
|
2024
Q2 | $958K | Buy |
93,853
+19,235
| +26% | +$196K | ﹤0.01% | 2915 |
|
|
2024
Q1 | $750K | Buy |
74,618
+24,479
| +49% | +$246K | ﹤0.01% | 2968 |
|
|
2023
Q4 | $717K | Buy |
50,139
+14,423
| +40% | +$206K | ﹤0.01% | 2986 |
|
|
2023
Q3 | $309K | Buy |
35,716
+8,272
| +30% | +$71.5K | ﹤0.01% | 3134 |
|
|
2023
Q2 | $246K | Buy |
27,444
+7,709
| +39% | +$69K | ﹤0.01% | 3202 |
|
|
2023
Q1 | $174K | Buy |
+19,735
| New | +$174K | ﹤0.01% | 3231 |
|