As of the latest SEC filings, Community West Bancshares (CWBC) is held by 163 institutional funds. The largest fund shareholder is VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI), holding an estimated $12,397,067.90 in market value, representing a significant portion of its portfolio.
Funds holding Community West Bancshares (CWBC)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- CWBC
- CIK:
- 0001127371
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $12,397,067.90 | 532,063 | Mar 31, 2026 | May 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.01% | $9,796,461.70 | 420,449 | Mar 31, 2026 | May 28, 2026 |
|
FSRBX
Select Banking Portfolio
|
MF | Fidelity | 1.55% | $7,003,845.00 | 301,500 | Feb 28, 2026 | Apr 24, 2026 |
|
AVUV
Avantis U.S. Small Cap Value ETF
|
ETF | American Century | 0.02% | $5,656,830.22 | 243,514 | Feb 28, 2026 | Apr 29, 2026 |
|
DFSVX
U.S. SMALL CAP VALUE PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.03% | $5,643,960.52 | 237,941 | Apr 30, 2026 | Jun 24, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.02% | $5,290,722.28 | 223,049 | Apr 30, 2026 | Jun 26, 2026 |
|
FRBAX
Regional Bank Fund
|
MF | John Hancock | 0.50% | $4,348,516.44 | 183,327 | Apr 30, 2026 | Jun 25, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.01% | $4,334,172.80 | 186,016 | Mar 31, 2026 | May 28, 2026 |
|
DFFVX
U.S. Targeted Value Portfolio
|
MF | Dimensional Fund Advisors | 0.03% | $4,019,116.80 | 169,440 | Apr 30, 2026 | Jun 24, 2026 |
|
BDSKX
BlackRock Advantage Small Cap Core Fund
|
MF | BlackRock / iShares | 0.08% | $3,709,923.92 | 159,704 | Feb 27, 2026 | Apr 24, 2026 |
|
DFAT
Dimensional U.S. Targeted Value ETF
|
ETF | Dimensional Fund Advisors | 0.02% | $3,216,787.80 | 135,615 | Apr 30, 2026 | Jun 29, 2026 |
|
BTO
John Hancock Financial Opportunities Fund
|
CEF | John Hancock | 0.42% | $2,953,508.00 | 126,760 | Mar 31, 2026 | May 29, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.02% | $2,856,481.00 | 120,425 | Apr 30, 2026 | Jun 24, 2026 |
|
IWN
iShares Russell 2000 Value ETF
|
ETF | BlackRock / iShares | 0.02% | $2,810,049.90 | 120,603 | Mar 31, 2026 | May 28, 2026 |
|
DFSCX
U.S. MICRO CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.03% | $2,224,414.16 | 93,778 | Apr 30, 2026 | Jun 24, 2026 |
|
DFAS
Dimensional U.S. Small Cap ETF
|
ETF | Dimensional Fund Advisors | 0.02% | $2,139,140.76 | 90,183 | Apr 30, 2026 | Jun 29, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.01% | $2,053,555.23 | 88,401 | Feb 28, 2026 | Apr 24, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.01% | $1,929,669.64 | 83,068 | Feb 28, 2026 | Apr 28, 2026 |
|
DFSV
Dimensional US Small Cap Value ETF
|
ETF | Dimensional Fund Advisors | 0.02% | $1,734,216.64 | 73,112 | Apr 30, 2026 | Jun 29, 2026 |
|
FDM
First Trust Dow Jones Select MicroCap Index Fund
|
ETF | First Trust | 0.76% | $1,727,229.00 | 74,130 | Mar 31, 2026 | May 28, 2026 |
|
HWVIX
Hotchkis and Wiley Small Cap Diversified Value Fund
|
MF | Independent / Boutique | 0.20% | $1,626,340.00 | 69,800 | Mar 31, 2026 | Jun 1, 2026 |
|
DFAC
Dimensional U.S. Core Equity 2 ETF
|
ETF | Dimensional Fund Advisors | 0.00% | $1,533,664.04 | 64,657 | Apr 30, 2026 | Jun 29, 2026 |
|
DFQTX
U.S. CORE EQUITY 2 PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.00% | $1,347,817.84 | 56,822 | Apr 30, 2026 | Jun 24, 2026 |
|
ORSAX
NORTH SQUARE DYNAMIC SMALL CAP FUND
|
MF | Independent / Boutique | 0.19% | $1,294,096.84 | 55,708 | Feb 28, 2026 | Apr 27, 2026 |
|
SWSSX
Schwab Small-Cap Index Fund
|
MF | Charles Schwab | 0.02% | $1,206,043.40 | 50,845 | Apr 30, 2026 | Jun 25, 2026 |
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