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
Q1 		$1.24M Buy
+67,612
New +$1.5M ﹤0.01% 2801

Other funds holding TWFG

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
GC
Giverny Capital Montreal, Quebec, Canada $2.73B AUM 14.09% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
CS
Central Securities New York $1.21B AUM 19.91% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

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

Dimensional Fund Advisors opened a new position in TWFG Inc (TWFG) in Q1 2026: 67,612 shares worth $1.24M. The stake represents ﹤0.01% of the portfolio and ranks #2801 among its holdings.

85 funds tracked by Wall St. Rank hold TWFG as of Q1 2026.

  • Dimensional Fund Advisors held 67,612 shares of TWFG Inc worth $1.24M as of Q1 2026.
  • TWFG Inc was a new Dimensional Fund Advisors position in Q1 2026.
  • TWFG Inc made up ﹤0.01% of Dimensional Fund Advisors's portfolio in Q1 2026, its #2801 holding.
  • 85 funds tracked by Wall St. Rank held TWFG Inc as of Q1 2026.

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