First Western Financial, Inc.
DE ˙ DB ˙ US33751L1052
24,00 € ↑0,40 (1,69%)
2026-06-05
DEL PRIS
SecurityDE:33Q / First Western Financial, Inc.
InstitutionDimensional Fund Advisors Lp
Latest Disclosed Ownership261,734 shares
Latest Disclosed Value $ 6,433,550
Dimensional Fund Advisors Lp reports 2.52% increase in ownership of 33Q / First Western Financial, Inc.

On May 7, 2026 - Dimensional Fund Advisors Lp filed a 13F-HR form disclosing ownership of 261,734 shares of First Western Financial, Inc. (DE:33Q) valued at $5,548,761 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 255,294 shares of First Western Financial, Inc.. This represents a change in shares of 2.52% during the quarter. The current value of the position is $6,281,616 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-07 2026-03-31 13F FIRST WESTN FINL COM 33751L105 261,734 6,440 2.52 6,434 -5.99 0.0003
2026-02-12 2025-12-31 13F FIRST WESTN FINL COM 33751L105 255,294 5,217 2.09 6,844 18.86 0.0014
2025-11-12 2025-09-30 13F FIRST WESTN FINL COM 33751L105 250,077 12,730 5.36 5,758 7.53 0.0012
2025-08-12 2025-06-30 13F FIRST WESTN FINL COM 33751L105 237,347 36,026 17.89 5,355 35.37 0.0012
2025-05-13 2025-03-31 13F FIRST WESTN FINL COM 33751L105 201,321 8,640 4.48 3,956 5.02 0.0010
2025-02-13 2024-12-31 13F FIRST WESTN FINL COM 33751L105 192,681 14,435 8.10 3,767 5.67 0.0009
2024-11-07 2024-09-30 13F FIRST WESTN FINL COM 33751L105 178,246 18,683 11.71 3,565 31.42 0.0009
2024-08-09 2024-06-30 13F FIRST WESTN FINL COM 33751L105 159,563 11,120 7.49 2,713 25.32 0.0007
2024-05-10 2024-03-31 13F FIRST WESTN FINL COM 33751L105 148,443 4,637 3.22 2,164 -24.12 0.0006
2024-02-07 2023-12-31 13F FIRST WESTN FINL COM 33751L105 143,806 16,307 12.79 2,852 23.25 0.0008
2023-11-09 2023-09-30 13F FIRST WESTN FINL COM 33751L105 127,499 6,048 4.98 2,314 2.48 0.0008
2023-08-09 2023-06-30 13F FIRST WESTN FINL COM 33751L105 121,451 -12,649 -9.43 2,259 -14.95 0.0007
2023-05-12 2023-03-31 13F FIRST WESTN FINL COM 33751L105 134,100 21,756 19.37 2,655 88,400.00 0.0009
2023-02-09 2022-12-31 13F FIRST WESTN FINL COM 33751L105 112,344 10,467 10.27 3 -99.88 0.0009
2022-11-10 2022-09-30 13F FIRST WESTN FINL COM 33751L105 101,877 29,791 41.33 2,511 28.11 0.0010
2022-08-12 2022-06-30 13F FIRST WESTN FINL COM 33751L105 72,086 25,499 54.73 1,960 34.62 0.0007
2022-05-13 2022-03-31 13F FIRST WESTN FINL COM 33751L105 46,587 7,526 19.27 1,456 22.77 0.0004
2022-02-09 2021-12-31 13F FIRST WESTN FINL COM 33751L105 39,061 583 1.52 1,186 6.37 0.0004
2021-11-12 2021-09-30 13F FIRST WESTN FINL COM 33751L105 38,478 6,040 18.62 1,115 32.74 0.0004
2021-08-12 2021-06-30 13F FIRST WESTN FINL COM 33751L105 32,438 11,741 56.73 840 62.16 0.0003
2021-05-14 2021-03-31 13F FIRST WESTN FINL COM 33751L105 20,697 5,720 38.19 518 76.79 0.0002
2021-03-08 2020-12-31 13F/A-2 FIRST WESTN FINL COM 33751L105 14,977 1,253 9.13 293 64.61 0.0001
2021-02-11 2020-12-31 13F FIRST WESTN FINL COM 33751L105 14,977 1,253 293 105.8160
2020-11-12 2020-09-30 13F FIRST WESTN FINL COM 33751L105 13,724 1,538 12.62 178 2.30 0.0001
2020-08-13 2020-06-30 13F FIRST WESTN FINL COM 33751L105 12,186 159 1.32 174 8.07 0.0001
2020-05-14 2020-03-31 13F FIRST WESTN FINL COM 33751L105 12,027 1,227 11.36 161 -9.55 0.0001
2020-02-14 2019-12-31 13F FIRST WESTN FINL COM 33751L105 10,800 10,800 178 0.0001
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.