Dimensional Fund Advisors
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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
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
+21,756
+19% +$538K ﹤0.01% 2665
2022
Q4 		$3.16K Buy
112,344
+10,467
+10% +$292K ﹤0.01% 2581
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 		$1.11M 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

NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
AU
Algebris (UK) London, United Kingdom $1.38B AUM 3.87% 1-Year Est. Return
JAM
Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Dimensional Fund Advisors increased its First Western Financial (MYFW) stake by 2.5% in Q1 2026, buying an estimated $163K and bringing the position to 261,734 shares worth $6.43M. The position accounts for ﹤0.01% of the portfolio, ranked #2413.

Dimensional Fund Advisors first reported a position in MYFW in Q4 2019 and has held it in 26 quarters since. The position peaked at $6.84M in Q4 2025. 95 funds tracked by Wall St. Rank hold MYFW as of Q1 2026.

  • Dimensional Fund Advisors held 261,734 shares of First Western Financial worth $6.43M as of Q1 2026.
  • Dimensional Fund Advisors bought 6,440 First Western Financial shares in Q1 2026, an estimated $163K.
  • First Western Financial made up ﹤0.01% of Dimensional Fund Advisors's portfolio in Q1 2026, its #2413 holding.
  • Dimensional Fund Advisors first reported a position in First Western Financial in Q4 2019 and has held it in 26 quarters since.
  • Dimensional Fund Advisors's First Western Financial position peaked at $6.84M in Q4 2025.
  • 95 funds tracked by Wall St. Rank held First Western Financial as of Q1 2026.

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