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Disclosery

DIMENSIONAL FUND ADVISORS LP: TWFG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of DIMENSIONAL FUND ADVISORS LP on TWFG, newest first. How the timeline and the estimate are built.

DIMENSIONAL FUND ADVISORS LP held 93,734 TWFG shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 93,734 shares
    Change vs previous 13F +26,122 shares

    <0.01% of the 13F portfolio, value $2,254,303.

    13F-HR 0000354204-26-000866 filed by DIMENSIONAL FUND ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 67,612 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,243,385.

    13F-HR 0000354204-26-000581 filed by DIMENSIONAL FUND ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).