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Bankwell Financial (BWFG)

Fund Manager Fund Series #Holdings $Fund Size $Holding % of Fund Position As Of
Bridgeway Funds, Inc. Ultra-Small Company Market Fund
BRSIX
536 277.14M 1.08M 0.42 Long Dec 2021
RBC Funds Trust RBC Microcap Value Fund
TMVAX, RMVIX
453 122.8M 216.51K 0.18 Long Mar 2022
Lattice Strategies Trust Hartford Multifactor Small Cap ETF
ROSC
327 28.61M 33K 0.12 Long Dec 2021
SEI INSTITUTIONAL MANAGED TRUST SIMT Small Cap Fund
SLLAX, SMYFX
679 707.18M 675.39K 0.10 Long Dec 2021
HC Capital Trust The Small Capitalization - Mid Capitalization Equity Portfolio
HCCEX
973 92.82M 48.31K 0.05 Long Dec 2021
Northern Funds Northern Small Cap Core Fund
1,632 551.28M 252.54K 0.05 Long Dec 2021
NORTHERN LIGHTS FUND TRUST II Acclivity Small Cap Value Fund
AXVNX, AXVIX
733 10.77M 4.63K 0.04 Long Dec 2021
iShares Trust iShares Micro-Cap ETF
IWC
1,794 1.59B 484.62K 0.04 Long Dec 2021
Bridgeway Funds, Inc. Omni Tax-Managed Small-Cap Value Fund
BOTSX
661 918.19M 328.4K 0.04 Long Dec 2021
Nationwide Variable Insurance Trust NVIT Multi-Manager Small Company Fund
441 436.29M 123.07K 0.03 Long Mar 2022
Nationwide Variable Insurance Trust NVIT Multi-Manager Small Cap Value Fund
380 240.92M 66.24K 0.03 Long Mar 2022
Bridgeway Funds, Inc. Omni Small-Cap Value Fund
BOSVX
636 1.31B 361.24K 0.03 Long Dec 2021
American Century ETF Trust Avantis U.S. Small Cap Value ETF
AVUV
635 2.66B 625.7K 0.02 Long Feb 2022
WisdomTree Trust WisdomTree U.S. SmallCap Dividend Fund
DES
676 1.9B 434.21K 0.02 Long Mar 2022
EQ Advisors Trust 1290 VT Micro Cap Portfolio
1,832 221.96M 38.03K 0.02 Long Dec 2021
DFA INVESTMENT DIMENSIONS GROUP INC U.S. MICRO CAP PORTFOLIO
DFSCX
1,685 7.61B 1.2M 0.02 Long Jan 2022
JNL Series Trust JNL/DFA U.S. Small Cap Fund
1,979 567.14M 63.18K 0.01 Long Dec 2021
DFA INVESTMENT DIMENSIONS GROUP INC U.S. Sustainability Targeted Value Portfolio
1,140 304.18M 26.96K 0.01 Long Jan 2022
DFA INVESTMENT DIMENSIONS GROUP INC U.S. Targeted Value Portfolio
DFFVX
1,372 13.38B 1.07M 0.01 Long Jan 2022
Guidestone Funds SMALL CAP EQUITY FUND
GSCYX, GSCZX
918 873.12M 73.04K 0.01 Long Dec 2021
Dimensional ETF Trust Dimensional U.S. Targeted Value ETF
DFAT
1,639 6.86B 532.15K 0.01 Long Jan 2022
DFA INVESTMENT DIMENSIONS GROUP INC VA U.S. TARGETED VALUE PORTFOLIO
1,259 566.72M 35.12K 0.01 Long Jan 2022
DFA INVESTMENT DIMENSIONS GROUP INC Tax-Managed U.S. Targeted Value Portfolio
DTMVX
1,362 6.13B 305.1K 0.01 Long Apr 2021
PFM Multi-Manager Series Trust PFM Multi-Manager Domestic Equity Fund
376 876.65M 41.24K 0.00 Long Mar 2022
DFA INVESTMENT DIMENSIONS GROUP INC U.S. SMALL CAP VALUE PORTFOLIO
DFSVX
1,037 15.56B 662.53K 0.00 Long Jan 2022
DFA INVESTMENT DIMENSIONS GROUP INC U.S. SMALL CAP PORTFOLIO
DFSTX
2,065 17.16B 641.18K 0.00 Long Jan 2022
Fidelity Concord Street Trust Fidelity Extended Market Index Fund
FSMAX
3,642 41.94B 1.4M 0.00 Long Feb 2022
USAA Mutual Funds Trust Extended Market Index Fund
USMIX
3,234 1.02B 34.12K 0.00 Long Dec 2021
WisdomTree Trust WisdomTree U.S. SmallCap Fund
EES
959 708.18M 23.71K 0.00 Long Mar 2022
Dimensional ETF Trust Dimensional U.S. Small Cap ETF
DFAS
2,037 4.37B 142.09K 0.00 Long Jan 2022
SA FUNDS INVESTMENT TRUST SA U.S. Small Company Fund
1,596 379.31M 10.71K 0.00 Long Dec 2021
VANGUARD INDEX FUNDS VANGUARD EXTENDED MARKET INDEX FUND
VEXMX, VEXAX, VIEIX, VXF, VEMPX, VSEMX
3,741 111.55B 2.9M 0.00 Long Dec 2021
DFA INVESTMENT DIMENSIONS GROUP INC U.S. VECTOR EQUITY PORTFOLIO
DFVEX
2,393 5.14B 123.89K 0.00 Long Jan 2022
DFA INVESTMENT DIMENSIONS GROUP INC TAX-MANAGED U.S. SMALL CAP PORTFOLIO
DFTSX
1,942 4.32B 97.43K 0.00 Long Apr 2021
DFA INVESTMENT DIMENSIONS GROUP INC U.S. CORE EQUITY 2 PORTFOLIO
DFQTX
2,540 34.49B 509.18K 0.00 Long Jan 2022
DFA INVESTMENT DIMENSIONS GROUP INC U.S. Social Core Equity 2 Portfolio
2,300 1.71B 23.68K 0.00 Long Jan 2022
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST LVIP Dimensional U.S. Core Equity 2 Fund
2,193 948.59M 13.27K 0.00 Long Dec 2021
Dimensional ETF Trust Dimensional U.S. Core Equity 2 ETF
DFAC
2,575 14.95B 182.55K 0.00 Long Jan 2022
Fidelity Concord Street Trust Fidelity Nasdaq Composite Index Fund
FNCMX
3,458 12.96B 149.33K 0.00 Long Feb 2022
DFA INVESTMENT DIMENSIONS GROUP INC T.A. U.S. Core Equity 2 Portfolio
2,466 13.23B 145.75K 0.00 Long Apr 2021
DFA INVESTMENT DIMENSIONS GROUP INC U.S. CORE EQUITY 1 PORTFOLIO
DFEOX
2,490 33.33B 287.59K 0.00 Long Jan 2022
John Hancock Variable Insurance Trust Total Stock Market Index Trust
JETSX
3,262 948.16M 6.93K 0.00 Long Dec 2021
SCHWAB CAPITAL TRUST Schwab Total Stock Market Index Fund
SWTSX
3,472 18.12B 130.82K 0.00 Long Jan 2022
Fidelity Concord Street Trust Fidelity Total Market Index Fund
FSKAX
3,956 72.18B 499.05K 0.00 Long Feb 2022
iShares Trust iShares Core S&P Total U.S. Stock Market ETF
ITOT
3,682 48.6B 295.56K 0.00 Long Dec 2021
VANGUARD INSTITUTIONAL INDEX FUNDS VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND
VITNX, VITPX
3,697 35.84B 219.44K 0.00 Long Dec 2021
VANGUARD INDEX FUNDS VANGUARD TOTAL STOCK MARKET INDEX FUND
VTSMX, VTSAX, VITSX, VTI, VSMPX, VSTSX
4,154 1.38T 6.42M 0.00 Long Dec 2021
Fidelity Concord Street Trust Fidelity Series Total Market Index Fund
FCFMX
4,116 48.58B 205.86K 0.00 Long Feb 2022
DFA INVESTMENT DIMENSIONS GROUP INC U.S. Sustainability Core 1 Portfolio
2,126 5.65B 15.53K 0.00 Long Jan 2022
Dimensional ETF Trust Dimensional US Core Equity Market ETF
DFAU
2,459 1.74B 2.98K 0.00 Long Jan 2022
VANGUARD VALLEY FORGE FUNDS VANGUARD BALANCED INDEX FUND
VBINX, VBIAX, VBAIX
15,568 61.47B 91.03K 0.00 Long Dec 2021
Blackstone Alternative Investment Funds Blackstone Alternative Multi-Strategy Fund
7,167 6.09B 6.57K 0.00 Long Dec 2021