Dimensional Fund Advisors’s First Western Financial MYFW Stock Holding History

Dimensional Fund Advisors’s Portfolio MYFW Stock Details MYFW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$9.47M	Buy	315,773 +29,864	+10%	+$943K	﹤0.01%	2288
2026 Q2	$9.18M	Buy	285,909 +24,175	+9%	+$688K	﹤0.01%	2340
2026 Q1	$6.43M	Buy	261,734 +6,440	+3%	+$163K	﹤0.01%	2413
2025 Q4	$6.84M	Buy	255,294 +5,217	+2%	+$124K	﹤0.01%	2424
2025 Q3	$5.76M	Buy	250,077 +12,730	+5%	+$290K	﹤0.01%	2502
2025 Q2	$5.35M	Buy	237,347 +36,026	+18%	+$744K	﹤0.01%	2500
2025 Q1	$3.96M	Buy	201,321 +8,640	+4%	+$169K	﹤0.01%	2561
2024 Q4	$3.77M	Buy	192,681 +14,435	+8%	+$295K	﹤0.01%	2617
2024 Q3	$3.56M	Buy	178,246 +18,683	+12%	+$340K	﹤0.01%	2628
2024 Q2	$2.71M	Buy	159,563 +11,120	+7%	+$182K	﹤0.01%	2678
2024 Q1	$2.16M	Buy	148,443 +4,637	+3%	+$73.1K	﹤0.01%	2776
2023 Q4	$2.85M	Buy	143,806 +16,307	+13%	+$275K	﹤0.01%	2709
2023 Q3	$2.31M	Buy	127,499 +6,048	+5%	+$120K	﹤0.01%	2731
2023 Q2	$2.26M	Sell	121,451 -12,649	-9%	-$222K	﹤0.01%	2746
2023 Q1	$2.66M	Buy	+134,100	New	+$3.31M	﹤0.01%	2665
2022 Q3	$2.51M	Buy	101,877 +29,791	+41%	+$813K	﹤0.01%	2645
2022 Q2	$1.96M	Buy	72,086 +25,499	+55%	+$794K	﹤0.01%	2745
2022 Q1	$1.46M	Buy	46,587 +7,526	+19%	+$244K	﹤0.01%	2899
2021 Q4	$1.19M	Buy	39,061 +583	+2%	+$17.4K	﹤0.01%	2988
2021 Q3	$1.12M	Buy	38,478 +6,040	+19%	+$162K	﹤0.01%	3029
2021 Q2	$840K	Buy	32,438 +11,741	+57%	+$313K	﹤0.01%	3063
2021 Q1	$518K	Buy	20,697 +5,720	+38%	+$120K	﹤0.01%	3135
2020 Q4	$293K	Buy	14,977 +1,253	+9%	+$20.4K	﹤0.01%	3176
2020 Q3	$178K	Buy	13,724 +1,538	+13%	+$21.1K	﹤0.01%	3213
2020 Q2	$174K	Buy	12,186 +159	+1%	+$2.13K	﹤0.01%	3227
2020 Q1	$161K	Buy	12,027 +1,227	+11%	+$20.2K	﹤0.01%	3226
2019 Q4	$178K	Buy	+10,800	New	+$177K	﹤0.01%	3272

Other funds holding MYFW

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Rosenthal Henry Capital Advisors Mishawaka, Indiana $109M AUM 9.31% 1-Year Est. Return

Cherry Creek Investment Advisors Englewood, Colorado $261M AUM 29.65% 1-Year Est. Return

Sippican Capital Advisors Boston, Massachusetts $150M AUM 15.67% 1-Year Est. Return

Biltmore Family Office Charlotte, North Carolina $752M AUM 22.25% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors's MYFW Position: Q3 2026 in Review

Dimensional Fund Advisors increased its First Western Financial (MYFW) stake by 10% in Q3 2026, buying an estimated $943K and bringing the position to 315,773 shares worth $9.47M. The position accounts for ﹤0.01% of the portfolio, ranked #2288.

Dimensional Fund Advisors first reported a position in MYFW in Q4 2019 and has held it in 27 quarters since. 38 funds tracked by Wall St. Rank hold MYFW as of Q3 2026.

Dimensional Fund Advisors held 315,773 shares of First Western Financial worth $9.47M as of Q3 2026.
Dimensional Fund Advisors bought 29,864 First Western Financial shares in Q3 2026, an estimated $943K.
First Western Financial made up ﹤0.01% of Dimensional Fund Advisors's portfolio in Q3 2026, its #2288 holding.
Dimensional Fund Advisors first reported a position in First Western Financial in Q4 2019 and has held it in 27 quarters since.
38 funds tracked by Wall St. Rank held First Western Financial as of Q3 2026.

Based on Dimensional Fund Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.