MHB
DFGP icon

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
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

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
RWM
Ruedi Wealth Management Champaign, Illinois $426M AUM 17.45% 1-Year Est. Return
IAS
Integrity Advisory Solutions Dallas, Texas $972M AUM 20.13% 1-Year Est. Return
PWM
Penobscot Wealth Management Portland, Maine $374M AUM 18.56% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
IA
Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return

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

Midwest Heritage Bank increased its Dimensional Global Core Plus Fixed Income ETF (DFGP) stake by 4.2% in Q2 2026, buying an estimated $784K and bringing the position to 360,392 shares worth $19.6M. The position accounts for 5.56% of the portfolio, ranked #6.

Midwest Heritage Bank first reported a position in DFGP in Q3 2024 and has held it in 8 quarters since. 105 funds tracked by Wall St. Rank hold DFGP as of Q2 2026.

  • Midwest Heritage Bank held 360,392 shares of Dimensional Global Core Plus Fixed Income ETF worth $19.6M as of Q2 2026.
  • Midwest Heritage Bank bought 14,407 Dimensional Global Core Plus Fixed Income ETF shares in Q2 2026, an estimated $784K.
  • Dimensional Global Core Plus Fixed Income ETF made up 5.56% of Midwest Heritage Bank's portfolio in Q2 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 8 quarters since.
  • 105 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q2 2026.

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