Dimensional Fund Advisors
MOFG

Dimensional Fund Advisors’s MidWestOne Financial Group MOFG Stock Holding History

Dimensional Fund Advisors’s Portfolio MOFG Stock Details MOFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-612,588
Closed -$23.6M – 3266
2025
Q4 		$23.6M Sell
612,588
-185,114
-23% -$6.75M ﹤0.01% 1893
2025
Q3 		$22.6M Sell
797,702
-18,861
-2% -$550K ﹤0.01% 1923
2025
Q2 		$23.5M Buy
816,563
+4,936
+0.6% +$139K 0.01% 1896
2025
Q1 		$24M Buy
811,627
+12,432
+2% +$375K 0.01% 1860
2024
Q4 		$23.3M Buy
799,195
+70,059
+10% +$2.14M 0.01% 1930
2024
Q3 		$20.8M Buy
729,136
+22,065
+3% +$599K 0.01% 1983
2024
Q2 		$15.9M Buy
707,071
+25,767
+4% +$546K ﹤0.01% 2073
2024
Q1 		$16M Buy
681,304
+22,973
+3% +$551K ﹤0.01% 2097
2023
Q4 		$17.7M Buy
658,331
+17,251
+3% +$383K 0.01% 2044
2023
Q3 		$13M Sell
641,080
-8,428
-1% -$185K ﹤0.01% 2118
2023
Q2 		$13.9M Sell
649,508
-32,463
-5% -$674K ﹤0.01% 2107
2023
Q1 		$16.7M Buy
681,971
+25,321
+4% +$747K 0.01% 1997
2022
Q4 		$20.9K Buy
656,650
+15,458
+2% +$497K 0.01% 1850
2022
Q3 		$17.5M Buy
641,192
+21,262
+3% +$651K 0.01% 1899
2022
Q2 		$18.4M Buy
619,930
+34,176
+6% +$1.03M 0.01% 1911
2022
Q1 		$19.4M Buy
585,754
+18,442
+3% +$590K 0.01% 1984
2021
Q4 		$18.4M Sell
567,312
-1,263
-0.2% -$40.4K 0.01% 2029
2021
Q3 		$17.1M Buy
568,575
+450
+0.1% +$13.1K 0.01% 2079
2021
Q2 		$16.3M Buy
568,125
+23,141
+4% +$711K 0.01% 2139
2021
Q1 		$16.9M Buy
544,984
+12,891
+2% +$366K 0.01% 2094
2020
Q4 		$13M Buy
532,093
+5,578
+1% +$127K ﹤0.01% 2179
2020
Q3 		$9.41M Buy
526,515
+1,377
+0.3% +$26K ﹤0.01% 2219
2020
Q2 		$10.5M Buy
525,138
+11,713
+2% +$226K ﹤0.01% 2185
2020
Q1 		$10.8M Buy
513,425
+35,102
+7% +$1.03M 0.01% 2085
2019
Q4 		$17.3M Buy
478,323
+22,778
+5% +$761K 0.01% 2111
2019
Q3 		$13.9M Buy
455,545
+14,306
+3% +$419K 0.01% 2197
2019
Q2 		$12.3M Buy
441,239
+33,722
+8% +$954K ﹤0.01% 2306
2019
Q1 		$11.1M Buy
407,517
+23,307
+6% +$663K ﹤0.01% 2363
2018
Q4 		$9.54M Buy
384,210
+27,446
+8% +$805K ﹤0.01% 2360
2018
Q3 		$11.9M Buy
356,764
+22,610
+7% +$759K ﹤0.01% 2361
2018
Q2 		$11.3M Buy
334,154
+25,575
+8% +$850K ﹤0.01% 2369
2018
Q1 		$10.3M Buy
308,579
+42,443
+16% +$1.4M ﹤0.01% 2370
2017
Q4 		$8.92M Buy
266,136
+31,244
+13% +$1.1M ﹤0.01% 2421
2017
Q3 		$7.93M Buy
234,892
+35,607
+18% +$1.2M ﹤0.01% 2455
2017
Q2 		$6.75M Buy
199,285
+23,846
+14% +$829K ﹤0.01% 2489
2017
Q1 		$6.02M Buy
175,439
+12,150
+7% +$437K ﹤0.01% 2497
2016
Q4 		$6.14M Buy
163,289
+14,101
+9% +$470K ﹤0.01% 2488
2016
Q3 		$4.53M Buy
149,188
+9,596
+7% +$283K ﹤0.01% 2552
2016
Q2 		$3.99M Buy
139,592
+4,738
+4% +$133K ﹤0.01% 2579
2016
Q1 		$3.7M Buy
134,854
+4,048
+3% +$110K ﹤0.01% 2593
2015
Q4 		$3.98M Buy
130,806
+2,587
+2% +$79.7K ﹤0.01% 2605
2015
Q3 		$3.75M Buy
128,219
+2,864
+2% +$88.6K ﹤0.01% 2621
2015
Q2 		$4.13M Buy
125,355
+4,046
+3% +$121K ﹤0.01% 2633
2015
Q1 		$3.5M Buy
121,309
+1,507
+1% +$43K ﹤0.01% 2669
2014
Q4 		$3.45M Buy
119,802
+7,368
+7% +$195K ﹤0.01% 2695
2014
Q3 		$2.59M Buy
112,434
+3,417
+3% +$81.2K ﹤0.01% 2772
2014
Q2 		$2.62M Buy
109,017
+5,174
+5% +$125K ﹤0.01% 2780
2014
Q1 		$2.62M Buy
103,843
+8,100
+8% +$206K ﹤0.01% 2772
2013
Q4 		$2.6M Buy
95,743
+2,347
+3% +$61.8K ﹤0.01% 2782
2013
Q3 		$2.4M Buy
93,396
+2,395
+3% +$61.4K ﹤0.01% 2804
2013
Q2 		$2.19M Buy
+91,001
New +$2.16M ﹤0.01% 2802

Other funds holding MOFG

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

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

Dimensional Fund Advisors sold out of MidWestOne Financial Group (MOFG) in Q1 2026, closing a stake of 612,588 shares — an estimated $23.6M sold.

Dimensional Fund Advisors first reported a position in MOFG in Q2 2013 and held it in 51 quarters. The position peaked at $24M in Q1 2025. 2 funds tracked by Wall St. Rank hold MOFG as of Q1 2026.

  • Dimensional Fund Advisors reported no remaining MidWestOne Financial Group position as of Q1 2026 after selling out during the quarter.
  • Dimensional Fund Advisors sold 612,588 MidWestOne Financial Group shares in Q1 2026, an estimated $23.6M.
  • Dimensional Fund Advisors first reported a position in MidWestOne Financial Group in Q2 2013 and held it in 51 quarters.
  • Dimensional Fund Advisors's MidWestOne Financial Group position peaked at $24M in Q1 2025.
  • 2 funds tracked by Wall St. Rank held MidWestOne Financial Group as of Q1 2026.

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