Dimensional Fund Advisors
TWFG

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
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

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
GC
Giverny Capital Montreal, Quebec, Canada $2.97B AUM 13.22% 1-Year Est. Return
CS
Central Securities New York $1.34B AUM 21.03% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Dimensional Fund Advisors's TWFG Position: Q2 2026 in Review

Dimensional Fund Advisors increased its TWFG Inc (TWFG) stake by 39% in Q2 2026, buying an estimated $513K and bringing the position to 93,734 shares worth $2.25M. The position accounts for ﹤0.01% of the portfolio, ranked #2716.

Dimensional Fund Advisors first reported a position in TWFG in Q1 2026 and has held it in 2 quarters since. 81 funds tracked by Wall St. Rank hold TWFG as of Q2 2026.

  • Dimensional Fund Advisors held 93,734 shares of TWFG Inc worth $2.25M as of Q2 2026.
  • Dimensional Fund Advisors bought 26,122 TWFG Inc shares in Q2 2026, an estimated $513K.
  • TWFG Inc made up ﹤0.01% of Dimensional Fund Advisors's portfolio in Q2 2026, its #2716 holding.
  • Dimensional Fund Advisors first reported a position in TWFG Inc in Q1 2026 and has held it in 2 quarters since.
  • 81 funds tracked by Wall St. Rank held TWFG Inc as of Q2 2026.

Based on Dimensional Fund Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.