MHB
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Midwest Heritage Bank’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

Midwest Heritage Bank’s Portfolio DFIP Stock Details DFIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-8,013
Closed -$337K – 59
2025
Q1 		$337K Sell
8,013
-11,860
-60% -$489K 0.14% 40
2024
Q4 		$805K Sell
19,873
-28,110
-59% -$1.16M 0.37% 28
2024
Q3 		$2.03M Buy
47,983
+564
+1% +$23.5K 0.95% 18
2024
Q2 		$1.94M Buy
47,419
+3,117
+7% +$127K 0.98% 18
2024
Q1 		$1.83M Buy
44,302
+10,008
+29% +$411K 0.96% 18
2023
Q4 		$1.42M Sell
34,294
-909
-3% -$36.5K 0.96% 20
2023
Q3 		$1.4M Buy
35,203
+1,451
+4% +$59.2K 1.05% 20
2023
Q2 		$1.39M Buy
33,752
+2,932
+10% +$124K 1.06% 22
2023
Q1 		$1.32M Buy
30,820
+9,643
+46% +$404K 1.06% 22
2022
Q4 		$872K Buy
21,177
+2,245
+12% +$92.7K 0.84% 27
2022
Q3 		$770K Sell
18,932
-464
-2% -$20.5K 0.81% 28
2022
Q2 		$853K Sell
19,396
-397
-2% -$18.1K 0.77% 25
2022
Q1 		$945K Buy
+19,793
New +$957K 0.74% 26

Other funds holding DFIP

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
HWM
Heirloom Wealth Management Greenwood Village, Colorado $555M AUM 19.9% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $987M AUM 12.22% 1-Year Est. Return
HIGP
Hill Investment Group Partners St. Louis, Missouri $906M AUM 20.13% 1-Year Est. Return
HWM
Hemington Wealth Management Falls Church, Virginia $769M AUM 13.16% 1-Year Est. Return
GWA
Geometric Wealth Advisors Washington, District of Columbia $799M AUM 22.19% 1-Year Est. Return
CAM
CPA Asset Management West Palm Beach, Florida $347M AUM 19.81% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return
PS
Pinney & Scofield Cambridge, Massachusetts $185M AUM 19.89% 1-Year Est. Return
LEFP
Leading Edge Financial Planning Knoxville, Tennessee $475M AUM 15.22% 1-Year Est. Return

Midwest Heritage Bank's DFIP Position: Q2 2025 in Review

Midwest Heritage Bank sold out of Dimensional Inflation-Protected Securities ETF (DFIP) in Q2 2025, closing a stake of 8,013 shares — an estimated $337K sold.

Midwest Heritage Bank first reported a position in DFIP in Q1 2022 and held it in 13 quarters. The position peaked at $2.03M in Q3 2024. 138 funds tracked by Wall St. Rank hold DFIP as of Q2 2025.

  • Midwest Heritage Bank reported no remaining Dimensional Inflation-Protected Securities ETF position as of Q2 2025 after selling out during the quarter.
  • Midwest Heritage Bank sold 8,013 Dimensional Inflation-Protected Securities ETF shares in Q2 2025, an estimated $337K.
  • Midwest Heritage Bank first reported a position in Dimensional Inflation-Protected Securities ETF in Q1 2022 and held it in 13 quarters.
  • Midwest Heritage Bank's Dimensional Inflation-Protected Securities ETF position peaked at $2.03M in Q3 2024.
  • 138 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q2 2025.

Based on Midwest Heritage Bank's 13F filing for Q2 2025, filed 16 Jul 2025.