Midwest Heritage Bank’s Dimensional Global Core Plus Fixed Income ETF DFGP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$19.2M	Buy	369,174 +8,782	+2%	+$468K	5.6%	6
2026 Q2	$19.6M	Buy	360,392 +14,407	+4%	+$784K	5.56%	6
2026 Q1	$18.7M	Buy	345,985 +74,881	+28%	+$4.07M	5.99%	6
2025 Q4	$14.7M	Buy	271,104 +17,815	+7%	+$981K	5.06%	6
2025 Q3	$14.1M	Buy	253,289 +7,040	+3%	+$386K	4.98%	6
2025 Q2	$13.4M	Buy	246,249 +18,528	+8%	+$992K	5.05%	6
2025 Q1	$12.2M	Buy	227,721 +102,244	+81%	+$5.44M	5.01%	6
2024 Q4	$6.63M	Buy	125,477 +106,578	+564%	+$5.76M	3.08%	11
2024 Q3	$1.04M	Buy	+18,899	New	+$1.02M	0.49%	25

Other funds holding DFGP

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 12.39% 1-Year Est. Return

von Borstel & Associates The Dalles, Oregon $491M AUM 11.85% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return

Ruedi Wealth Management Champaign, Illinois $424M AUM 10.36% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.55B AUM 10.67% 1-Year Est. Return

Integrity Advisory Solutions Dallas, Texas $953M AUM 12.91% 1-Year Est. Return

Midwest Heritage Bank's DFGP Position: Q3 2026 in Review

Midwest Heritage Bank increased its Dimensional Global Core Plus Fixed Income ETF (DFGP) stake by 2.4% in Q3 2026, buying an estimated $468K and bringing the position to 369,174 shares worth $19.2M. The position accounts for 5.6% of the portfolio, ranked #6.

Midwest Heritage Bank first reported a position in DFGP in Q3 2024 and has held it in 9 quarters since. The position peaked at $19.6M in Q2 2026. 181 funds tracked by Wall St. Rank hold DFGP as of Q3 2026.

Midwest Heritage Bank held 369,174 shares of Dimensional Global Core Plus Fixed Income ETF worth $19.2M as of Q3 2026.
Midwest Heritage Bank bought 8,782 Dimensional Global Core Plus Fixed Income ETF shares in Q3 2026, an estimated $468K.
Dimensional Global Core Plus Fixed Income ETF made up 5.6% of Midwest Heritage Bank's portfolio in Q3 2026, its #6 holding.
Midwest Heritage Bank first reported a position in Dimensional Global Core Plus Fixed Income ETF in Q3 2024 and has held it in 9 quarters since.
Midwest Heritage Bank's Dimensional Global Core Plus Fixed Income ETF position peaked at $19.6M in Q2 2026.
181 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q3 2026.

Based on Midwest Heritage Bank's 13F filing for Q3 2026, filed 26 Oct 2026.