Dimensional Fund Advisors LP First Western Financial Inc Transaction History

Dimensional Fund Advisors LP

$403 Billion
Q3 2024

A detailed history of Dimensional Fund Advisors LP transactions in First Western Financial Inc stock. As of the latest transaction made, Dimensional Fund Advisors LP holds 178,246 shares of MYFW stock, worth $3.63 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

178,246

Previous 159,563 11.71%

Holding current value

$3.63 Million

Previous $2.71 Million 31.42%

% of portfolio

0.0%

Previous 0.0%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 07, 2024	BUY	$15.61 - $20.03 $291,641 - $374,220	18,683 Added 11.71%	178,246 $3.56 Million
Q2 2024 Aug 09, 2024	BUY	$13.52 - $18.34 $150,342 - $203,940	11,120 Added 7.49%	159,563 $2.71 Million
Q1 2024 May 10, 2024	BUY	$13.12 - $19.62 $60,837 - $90,977	4,637 Added 3.22%	148,443 $2.16 Million
Q4 2023 Feb 07, 2024	BUY	$13.18 - $20.96 $214,926 - $341,794	16,307 Added 12.79%	143,806 $2.85 Million
Q3 2023 Nov 09, 2023	BUY	$18.15 - $21.86 $109,771 - $132,209	6,048 Added 4.98%	127,499 $2.31 Million
Q2 2023 Aug 09, 2023	SELL	$14.29 - $19.68 $180,754 - $248,932	-12,649 Reduced 9.43%	121,451 $2.26 Million
Q1 2023 May 12, 2023	BUY	$19.17 - $27.36 $417,062 - $595,244	21,756 Added 19.37%	134,100 $2.66 Million
Q4 2022 Feb 09, 2023	BUY	$24.52 - $30.53 $256,650 - $319,557	10,467 Added 10.27%	112,344 $3.16 Million
Q3 2022 Nov 10, 2022	BUY	$24.65 - $29.4 $734,348 - $875,855	29,791 Added 41.33%	101,877 $2.51 Million
Q2 2022 Aug 12, 2022	BUY	$27.19 - $33.4 $693,317 - $851,666	25,499 Added 54.73%	72,086 $1.96 Million
Q1 2022 May 13, 2022	BUY	$30.9 - $33.45 $232,553 - $251,744	7,526 Added 19.27%	46,587 $1.46 Million
Q4 2021 Feb 09, 2022	BUY	$28.06 - $31.82 $16,358 - $18,551	583 Added 1.52%	39,061 $1.19 Million
Q3 2021 Nov 12, 2021	BUY	$24.62 - $29.4 $148,704 - $177,576	6,040 Added 18.62%	38,478 $1.12 Million
Q2 2021 Aug 12, 2021	BUY	$24.55 - $28.97 $288,241 - $340,136	11,741 Added 56.73%	32,438 $840,000
Q1 2021 May 14, 2021	BUY	$18.04 - $29.47 $103,188 - $168,568	5,720 Added 38.19%	20,697 $518,000
Q4 2020 Feb 25, 2021	BUY	$12.5 - $19.94 $187,212 - $298,641	14,977 New	14,977 $293,000

Others Institutions Holding MYFW

# of Institutions

Shares Held

5.58M

Call Options Held

Put Options Held

View Full List

About First Western Financial Inc

Ticker MYFW
Exchange NASDAQ
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 9,492,010
Market Cap $193M
Description
First Western Financial, Inc., a financial holding company, provides wealth management, private banking, personal trust, investment management, mortgage lending, and institutional asset management services. The company operates through two segments: Wealth Management and Mortgage. The Wealth Management segment provides deposit, loan, insurance, ...

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Dimensional Fund Advisors LP First Western Financial Inc Transaction History