Midwest Heritage Bank, Fsb Dimensional ETF Tr Transaction History
Midwest Heritage Bank, Fsb
- $207 Million
- Q4 2024
A detailed history of Midwest Heritage Bank, Fsb transactions in Dimensional ETF Tr stock. As of the latest transaction made, Midwest Heritage Bank, Fsb holds 322,008 shares of DFAI stock, worth $10.4 Million. This represents 4.55% of its overall portfolio holdings.
Number of Shares
322,008
Previous 305,084
5.55%
Holding current value
$10.4 Million
Previous $9.7 Million
3.02%
% of portfolio
4.55%
Previous 4.57%
Shares
13 transactions
Others Institutions Holding DFAI
# of Institutions
608Shares Held
230MCall Options Held
3.7KPut Options Held
0-
Essential Planning, Llc. Portsmouth, NH32.3MShares$1.04 Billion6.3% of portfolio
-
Sym Financial Corp6.65MShares$215 Million25.25% of portfolio
-
Bank Of America Corp Charlotte, NC6MShares$194 Million0.01% of portfolio
-
Envestnet Asset Management Inc5.99MShares$193 Million0.06% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.58MShares$180 Million17.39% of portfolio