Midwest Heritage Bank, Fsb Dimensional ETF Tr U S Core Eq Transaction History
Midwest Heritage Bank, Fsb
- $227 Million
- Q1 2025
A detailed history of Midwest Heritage Bank, Fsb transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Midwest Heritage Bank, Fsb holds 1,242,929 shares of DFAC stock, worth $44.8 Million. This represents 18.1% of its overall portfolio holdings.
Number of Shares
1,242,929
Previous 1,130,460
9.95%
Holding current value
$44.8 Million
Previous $39.1 Million
4.83%
% of portfolio
18.1%
Previous 18.94%
Shares
14 transactions
Others Institutions Holding DFAC
# of Institutions
1,093Shares Held
814MCall Options Held
46.6KPut Options Held
600-
Mercer Global Advisors Inc Denver, CO53.8MShares$1.94 Billion4.13% of portfolio
-
Envestnet Asset Management Inc52.2MShares$1.88 Billion0.58% of portfolio
-
Forum Financial Management, LP Lombard, IL37.8MShares$1.36 Billion23.61% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.34 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$626 Million0.23% of portfolio