Dimensional Fund Advisors
FWRD icon

Dimensional Fund Advisors’s Forward Air FWRD Stock Holding History

Dimensional Fund Advisors’s Portfolio FWRD Stock Details FWRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.33M Buy
318,858
+166,084
+109% +$4.04M ﹤0.01% 2478
2025
Q4 		$3.82M Buy
152,774
+118,062
+340% +$2.66M ﹤0.01% 2599
2025
Q3 		$890K Buy
34,712
+24,958
+256% +$718K ﹤0.01% 2908
2025
Q2 		$239K Buy
+9,754
New +$173K ﹤0.01% 3092
2024
Q4 		– Sell
-5,844
Closed -$207K – 3353
2024
Q3 		$207K Sell
5,844
-222,734
-97% -$6.32M ﹤0.01% 3168
2024
Q2 		$4.35M Sell
228,578
-457,682
-67% -$9.45M ﹤0.01% 2534
2024
Q1 		$21.3M Sell
686,260
-117,133
-15% -$4.9M 0.01% 1950
2023
Q4 		$50.5M Buy
803,393
+25,523
+3% +$1.72M 0.01% 1449
2023
Q3 		$53.5M Sell
777,870
-10,028
-1% -$883K 0.02% 1298
2023
Q2 		$83.6M Buy
787,898
+7,121
+0.9% +$729K 0.03% 968
2023
Q1 		$84.1M Buy
780,777
+4,708
+0.6% +$494K 0.03% 950
2022
Q4 		$81.4K Sell
776,069
-13,033
-2% -$1.37M 0.02% 932
2022
Q3 		$71.2M Sell
789,102
-15,485
-2% -$1.52M 0.03% 943
2022
Q2 		$74M Sell
804,587
-113,586
-12% -$10.5M 0.03% 958
2022
Q1 		$89.8M Sell
918,173
-11,788
-1% -$1.24M 0.03% 927
2021
Q4 		$113M Sell
929,961
-40,058
-4% -$4.1M 0.03% 781
2021
Q3 		$80.5M Sell
970,019
-19,224
-2% -$1.68M 0.03% 1013
2021
Q2 		$88.8M Sell
989,243
-55,398
-5% -$5.11M 0.03% 953
2021
Q1 		$92.8M Sell
1,044,641
-68,423
-6% -$5.73M 0.03% 899
2020
Q4 		$85.5M Sell
1,113,064
-71,587
-6% -$4.97M 0.03% 901
2020
Q3 		$68M Sell
1,184,651
-92,178
-7% -$5.06M 0.03% 911
2020
Q2 		$63.6M Buy
1,276,829
+17,676
+1% +$867K 0.03% 968
2020
Q1 		$63.8M Sell
1,259,153
-21,465
-2% -$1.3M 0.03% 778
2019
Q4 		$89.6M Sell
1,280,618
-11,755
-0.9% -$796K 0.03% 817
2019
Q3 		$82.3M Sell
1,292,373
-8,390
-0.6% -$514K 0.03% 865
2019
Q2 		$76.9M Sell
1,300,763
-444
-0% -$27.3K 0.03% 947
2019
Q1 		$84.2M Buy
1,301,207
+4,347
+0.3% +$266K 0.03% 827
2018
Q4 		$71.1M Buy
1,296,860
+7,101
+0.6% +$436K 0.03% 864
2018
Q3 		$92.5M Sell
1,289,759
-5,756
-0.4% -$366K 0.04% 766
2018
Q2 		$76.5M Buy
1,295,515
+27,013
+2% +$1.55M 0.03% 913
2018
Q1 		$67.1M Buy
1,268,502
+13,077
+1% +$745K 0.03% 996
2017
Q4 		$72.1M Buy
1,255,425
+41,226
+3% +$2.36M 0.03% 907
2017
Q3 		$69.5M Buy
1,214,199
+3,378
+0.3% +$178K 0.03% 910
2017
Q2 		$64.5M Buy
1,210,821
+6,419
+0.5% +$328K 0.03% 932
2017
Q1 		$57.3M Buy
1,204,402
+23,046
+2% +$1.12M 0.03% 1031
2016
Q4 		$56M Buy
1,181,356
+21,092
+2% +$965K 0.03% 1011
2016
Q3 		$50.2M Buy
1,160,264
+47,516
+4% +$2.16M 0.03% 1033
2016
Q2 		$49.5M Buy
1,112,748
+53,166
+5% +$2.39M 0.03% 987
2016
Q1 		$48M Buy
1,059,582
+28,002
+3% +$1.18M 0.03% 966
2015
Q4 		$44.4M Buy
1,031,580
+42,482
+4% +$1.9M 0.03% 972
2015
Q3 		$41M Buy
989,098
+58,545
+6% +$2.76M 0.03% 993
2015
Q2 		$48.6M Buy
930,553
+35,942
+4% +$1.89M 0.03% 890
2015
Q1 		$48.6M Buy
894,611
+31,517
+4% +$1.61M 0.03% 856
2014
Q4 		$43.5M Buy
863,094
+50,234
+6% +$2.41M 0.03% 896
2014
Q3 		$36.4M Buy
812,860
+16,905
+2% +$790K 0.03% 977
2014
Q2 		$38.1M Buy
795,955
+73,755
+10% +$3.31M 0.03% 964
2014
Q1 		$33.3M Buy
722,200
+46,361
+7% +$2.05M 0.02% 1003
2013
Q4 		$29.7M Buy
675,839
+30,284
+5% +$1.26M 0.02% 1070
2013
Q3 		$26M Buy
645,555
+13,807
+2% +$526K 0.02% 1103
2013
Q2 		$24.2M Buy
+631,748
New +$24M 0.02% 1058

Other funds holding FWRD

CCG
Clearlake Capital Group Santa Monica, California $680M AUM 30.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ICM
Irenic Capital Management New York $1.54B AUM 12.79% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PA
Paralel Advisors Denver, Colorado $2.41B AUM 9.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
MAM
Melqart Asset Management London, United Kingdom $1.01B AUM 84.85% 1-Year Est. Return

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

Dimensional Fund Advisors increased its Forward Air (FWRD) stake by 109% in Q1 2026, buying an estimated $4.04M and bringing the position to 318,858 shares worth $5.33M. The position accounts for ﹤0.01% of the portfolio, ranked #2478.

Dimensional Fund Advisors first reported a position in FWRD in Q2 2013 and has held it in 50 quarters since. The position peaked at $113M in Q4 2021. 192 funds tracked by Wall St. Rank hold FWRD as of Q1 2026.

  • Dimensional Fund Advisors held 318,858 shares of Forward Air worth $5.33M as of Q1 2026.
  • Dimensional Fund Advisors bought 166,084 Forward Air shares in Q1 2026, an estimated $4.04M.
  • Forward Air made up ﹤0.01% of Dimensional Fund Advisors's portfolio in Q1 2026, its #2478 holding.
  • Dimensional Fund Advisors first reported a position in Forward Air in Q2 2013 and has held it in 50 quarters since.
  • Dimensional Fund Advisors's Forward Air position peaked at $113M in Q4 2021.
  • 192 funds tracked by Wall St. Rank held Forward Air as of Q1 2026.

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