Midwest Heritage Bank’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Midwest Heritage Bank’s Portfolio DFCF Stock Details DFCF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-10,989	Closed	-$468K	–	52
2025 Q4	$468K	Sell	10,989 -1,133	-9%	-$48.5K	0.16%	34
2025 Q3	$518K	Sell	12,122 -2,295	-16%	-$97.3K	0.18%	31
2025 Q2	$609K	Sell	14,417 -6,570	-31%	-$274K	0.23%	29
2025 Q1	$883K	Sell	20,987 -26,911	-56%	-$1.12M	0.36%	27
2024 Q4	$1.98M	Sell	47,898 -55,436	-54%	-$2.33M	0.92%	17
2024 Q3	$4.46M	Sell	103,334 -5,096	-5%	-$217K	2.09%	16
2024 Q2	$4.5M	Buy	108,430 +9,211	+9%	+$382K	2.28%	15
2024 Q1	$4.16M	Buy	99,219 +16,438	+20%	+$690K	2.19%	16
2023 Q4	$3.51M	Sell	82,781 -1,015	-1%	-$41.5K	2.38%	14
2023 Q3	$3.38M	Buy	83,796 +3,382	+4%	+$139K	2.54%	13
2023 Q2	$3.36M	Buy	80,414 +7,282	+10%	+$307K	2.55%	13
2023 Q1	$3.11M	Buy	73,132 +25,885	+55%	+$1.09M	2.5%	13
2022 Q4	$1.96M	Buy	47,247 +3,686	+8%	+$152K	1.9%	16
2022 Q3	$1.78M	Sell	43,561 -3,105	-7%	-$135K	1.87%	16
2022 Q2	$2.04M	Sell	46,666 -1,110	-2%	-$49.2K	1.84%	17
2022 Q1	$2.22M	Buy	+47,776	New	+$2.29M	1.74%	16

Other funds holding DFCF

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

Prudential Financial

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Petersen Hastings Wealth Advisors Kennewick, Washington $1.09B AUM

Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.06B AUM 37.26% 1-Year Est. Return

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.26B AUM 14.64% 1-Year Est. Return