MHB
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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

TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

Midwest Heritage Bank's DFCF Position: Q1 2026 in Review

Midwest Heritage Bank sold out of Dimensional Core Fixed Income ETF (DFCF) in Q1 2026, closing a stake of 10,989 shares — an estimated $468K sold.

Midwest Heritage Bank first reported a position in DFCF in Q1 2022 and held it in 16 quarters. The position peaked at $4.5M in Q2 2024. 484 funds tracked by Wall St. Rank hold DFCF as of Q1 2026.

  • Midwest Heritage Bank reported no remaining Dimensional Core Fixed Income ETF position as of Q1 2026 after selling out during the quarter.
  • Midwest Heritage Bank sold 10,989 Dimensional Core Fixed Income ETF shares in Q1 2026, an estimated $468K.
  • Midwest Heritage Bank first reported a position in Dimensional Core Fixed Income ETF in Q1 2022 and held it in 16 quarters.
  • Midwest Heritage Bank's Dimensional Core Fixed Income ETF position peaked at $4.5M in Q2 2024.
  • 484 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q1 2026.

Based on Midwest Heritage Bank's 13F filing for Q1 2026, filed 15 Apr 2026.