Dimensional Fund Advisors
TWFG icon

Dimensional Fund Advisors’s TWFG Inc TWFG Stock Holding History

Dimensional Fund Advisors’s Portfolio TWFG Stock Details TWFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.58M Buy
107,372
+13,638
+15% +$369K ﹤0.01% 2659
2026
Q2 		$2.25M Buy
93,734
+26,122
+39% +$513K ﹤0.01% 2716
2026
Q1 		$1.24M Buy
+67,612
New +$1.5M ﹤0.01% 2801

Other funds holding TWFG

Ascent Group
Ascent Group Virginia Beach, Virginia $3.34B AUM 20.18% 1-Year Est. Return
Argent Capital Management
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
SF
Symphony Financial Houston, Texas $1.12B AUM 22.7% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Americana Partners
Americana Partners Houston, Texas $4.67B AUM 26.97% 1-Year Est. Return
State of Wyoming
State of Wyoming Cheyenne, Wyoming $1.29B AUM 32.25% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
EverSource Wealth Advisors
EverSource Wealth Advisors Birmingham, Alabama $3.11B AUM 21.48% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

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

Dimensional Fund Advisors increased its TWFG Inc (TWFG) stake by 15% in Q3 2026, buying an estimated $369K and bringing the position to 107,372 shares worth $2.58M. The position accounts for ﹤0.01% of the portfolio, ranked #2659.

Dimensional Fund Advisors first reported a position in TWFG in Q1 2026 and has held it in 3 quarters since. 13 funds tracked by Wall St. Rank hold TWFG as of Q3 2026.

  • Dimensional Fund Advisors held 107,372 shares of TWFG Inc worth $2.58M as of Q3 2026.
  • Dimensional Fund Advisors bought 13,638 TWFG Inc shares in Q3 2026, an estimated $369K.
  • TWFG Inc made up ﹤0.01% of Dimensional Fund Advisors's portfolio in Q3 2026, its #2659 holding.
  • Dimensional Fund Advisors first reported a position in TWFG Inc in Q1 2026 and has held it in 3 quarters since.
  • 13 funds tracked by Wall St. Rank held TWFG Inc as of Q3 2026.

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