Dimensional Fund Advisors’s First Western Financial MYFW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.35M | Buy |
237,347
+36,026
| +18% | +$813K | ﹤0.01% | 2500 |
|
|
2025
Q1 | $3.96M | Buy |
201,321
+8,640
| +4% | +$170K | ﹤0.01% | 2561 |
|
|
2024
Q4 | $3.77M | Buy |
192,681
+14,435
| +8% | +$282K | ﹤0.01% | 2617 |
|
|
2024
Q3 | $3.56M | Buy |
178,246
+18,683
| +12% | +$374K | ﹤0.01% | 2628 |
|
|
2024
Q2 | $2.71M | Buy |
159,563
+11,120
| +7% | +$189K | ﹤0.01% | 2678 |
|
|
2024
Q1 | $2.16M | Buy |
148,443
+4,637
| +3% | +$67.6K | ﹤0.01% | 2776 |
|
|
2023
Q4 | $2.85M | Buy |
143,806
+16,307
| +13% | +$323K | ﹤0.01% | 2709 |
|
|
2023
Q3 | $2.31M | Buy |
127,499
+6,048
| +5% | +$110K | ﹤0.01% | 2731 |
|
|
2023
Q2 | $2.26M | Sell |
121,451
-12,649
| -9% | -$235K | ﹤0.01% | 2746 |
|
|
2023
Q1 | $2.66M | Buy |
134,100
+21,756
| +19% | +$431K | ﹤0.01% | 2665 |
|
|
2022
Q4 | $3.16K | Buy |
112,344
+10,467
| +10% | +$295 | ﹤0.01% | 2581 |
|
|
2022
Q3 | $2.51M | Buy |
101,877
+29,791
| +41% | +$734K | ﹤0.01% | 2645 |
|
|
2022
Q2 | $1.96M | Buy |
72,086
+25,499
| +55% | +$693K | ﹤0.01% | 2745 |
|
|
2022
Q1 | $1.46M | Buy |
46,587
+7,526
| +19% | +$235K | ﹤0.01% | 2899 |
|
|
2021
Q4 | $1.19M | Buy |
39,061
+583
| +2% | +$17.7K | ﹤0.01% | 2988 |
|
|
2021
Q3 | $1.12M | Buy |
38,478
+6,040
| +19% | +$175K | ﹤0.01% | 3029 |
|
|
2021
Q2 | $840K | Buy |
32,438
+11,741
| +57% | +$304K | ﹤0.01% | 3063 |
|
|
2021
Q1 | $518K | Buy |
20,697
+5,720
| +38% | +$143K | ﹤0.01% | 3135 |
|
|
2020
Q4 | $293K | Buy |
14,977
+1,253
| +9% | +$24.5K | ﹤0.01% | 3176 |
|
|
2020
Q3 | $178K | Buy |
13,724
+1,538
| +13% | +$19.9K | ﹤0.01% | 3213 |
|
|
2020
Q2 | $174K | Buy |
12,186
+159
| +1% | +$2.27K | ﹤0.01% | 3227 |
|
|
2020
Q1 | $161K | Buy |
12,027
+1,227
| +11% | +$16.4K | ﹤0.01% | 3226 |
|
|
2019
Q4 | $178K | Buy |
+10,800
| New | +$178K | ﹤0.01% | 3272 |
|