DIMENSIONAL FUND ADVISORS LP
Position in BWFG — Bankwell Financial Group, Inc.
CIK 354204
AUSTIN, TX
Position in BWFG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$19,372,634
+$3,883,062 QoQ
Shares Held
329,747
+3.3% QoQ
Ownership
4.14%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2
of 125 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 93%
Shared 4%
None 3%
Common Shares in BWFG Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $28,246,623,670 across 288 Banks - Regional names. BWFG ranks #186 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
10,454,788 | $631,469,193 | |
| 2 | FITB |
Fifth Third Bancorp
|
10,639,875 | $599,769,751 | |
| 3 | ZION |
Zions Bancorporation, National Association /Ut/
|
7,644,441 | $528,918,870 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
2,105,788 | $518,487,119 | |
| 5 | PNFP |
Pinnacle Financial Partners, Inc.
|
5,101,558 | $514,645,169 | |
| 6 | BPOP |
Popular, Inc.
|
3,126,242 | $513,266,409 | |
| 7 | SSB |
SouthState Bank Corp
|
5,104,685 | $509,958,028 | |
| 8 | ONB |
Old National Bancorp /In/
|
18,221,545 | $471,938,014 |
All Filings in BWFG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,372,634 | 329,747 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $15,489,572 | 319,241 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $14,407,914 | 314,446 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $13,858,833 | 313,194 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $10,891,975 | 302,303 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $8,851,580 | 293,293 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $8,998,330 | 288,871 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $8,431,163 | 281,508 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $7,100,224 | 279,867 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $7,240,163 | 279,112 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $8,110,088 | 268,724 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $6,290,248 | 259,178 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $6,405,673 | 262,743 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $6,361,596 | 255,897 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $7,264,264 | 246,832 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $7,177,390 | 246,561 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $7,225,891 | 232,718 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $7,158,563 | 211,604 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $6,717,290 | 204,546 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $5,803,108 | 198,941 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $5,184,794 | 187,583 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $4,569,129 | 169,541 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $3,226,375 | 165,032 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $2,273,225 | 160,652 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $2,554,366 | 160,652 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $2,395,484 | 156,978 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||