MHB
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Midwest Heritage Bank’s Dimensional US Small Cap ETF DFAS Stock Holding History

Midwest Heritage Bank’s Portfolio DFAS Stock Details DFAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$16.4M Buy
199,457
+1,616
+0.8% +$125K 4.66% 8
2026
Q1 		$14.1M Buy
197,841
+9,312
+5% +$683K 4.52% 8
2025
Q4 		$13.1M Buy
188,529
+1,459
+0.8% +$101K 4.53% 8
2025
Q3 		$12.8M Sell
187,070
-455
-0.2% -$30.4K 4.53% 8
2025
Q2 		$11.9M Buy
187,525
+780
+0.4% +$46.8K 4.49% 8
2025
Q1 		$11.2M Buy
186,745
+22,225
+14% +$1.43M 4.59% 8
2024
Q4 		$10.7M Buy
164,520
+1,255
+0.8% +$83.9K 4.97% 5
2024
Q3 		$10.6M Buy
163,265
+3,097
+2% +$194K 4.95% 6
2024
Q2 		$9.62M Buy
160,168
+3,725
+2% +$224K 4.86% 6
2024
Q1 		$9.75M Buy
156,443
+18,400
+13% +$1.09M 5.13% 6
2023
Q4 		$8.23M Sell
138,043
-761
-0.5% -$40.8K 5.59% 5
2023
Q3 		$7.29M Sell
138,804
-1,459
-1% -$80.4K 5.47% 5
2023
Q2 		$7.69M Buy
140,263
+3,403
+2% +$178K 5.83% 5
2023
Q1 		$7.21M Buy
136,860
+35,568
+35% +$1.93M 5.81% 5
2022
Q4 		$5.18M Sell
101,292
-4,095
-4% -$211K 5.02% 4
2022
Q3 		$4.9M Sell
105,387
-13,942
-12% -$712K 5.13% 4
2022
Q2 		$5.73M Buy
119,329
+857
+0.7% +$44.4K 5.18% 4
2022
Q1 		$6.64M Buy
+118,472
New +$6.67M 5.21% 5

Other funds holding DFAS

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Midwest Heritage Bank's DFAS Position: Q2 2026 in Review

Midwest Heritage Bank increased its Dimensional US Small Cap ETF (DFAS) stake by 0.82% in Q2 2026, buying an estimated $125K and bringing the position to 199,457 shares worth $16.4M. The position accounts for 4.66% of the portfolio, ranked #8.

Midwest Heritage Bank first reported a position in DFAS in Q1 2022 and has held it in 18 quarters since. 906 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Midwest Heritage Bank held 199,457 shares of Dimensional US Small Cap ETF worth $16.4M as of Q2 2026.
  • Midwest Heritage Bank bought 1,616 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $125K.
  • Dimensional US Small Cap ETF made up 4.66% of Midwest Heritage Bank's portfolio in Q2 2026, its #8 holding.
  • Midwest Heritage Bank first reported a position in Dimensional US Small Cap ETF in Q1 2022 and has held it in 18 quarters since.
  • 906 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Midwest Heritage Bank's 13F filing for Q2 2026, filed 28 Jul 2026.