Midwest Heritage Bank, Fsb Dimensional ETF Tr Inflation P Transaction History

Midwest Heritage Bank, Fsb

$227 Million
Q1 2025

A detailed history of Midwest Heritage Bank, Fsb transactions in Dimensional ETF Tr Inflation P stock. As of the latest transaction made, Midwest Heritage Bank, Fsb holds 8,013 shares of DFIP stock, worth $331,577. This represents 0.15% of its overall portfolio holdings.

Number of Shares

8,013

Previous 19,873 59.68%

Holding current value

$331,577

Previous $804,000 58.08%

% of portfolio

0.15%

Previous 0.39%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	SELL	$40.27 - $42.11 $477,602 - $499,424	-11,860 Reduced 59.68%	8,013 $337,000
Q4 2024 Feb 06, 2025	SELL	$40.31 - $42.43 $1.13 Million - $1.19 Million	-28,110 Reduced 58.58%	19,873 $804,000
Q3 2024 Oct 18, 2024	BUY	$40.69 - $42.46 $22,949 - $23,947	564 Added 1.19%	47,983 $2.03 Million
Q2 2024 Jul 17, 2024	BUY	$40.31 - $41.37 $125,646 - $128,950	3,117 Added 7.04%	47,419 $1.94 Million
Q1 2024 Apr 23, 2024	BUY	$40.58 - $41.54 $406,124 - $415,732	10,008 Added 29.18%	44,302 $1.83 Million
Q4 2023 Jan 23, 2024	SELL	$39.16 - $41.47 $35,596 - $37,696	-909 Reduced 2.58%	34,294 $1.42 Million
Q3 2023 Oct 27, 2023	BUY	$39.65 - $41.67 $57,532 - $60,463	1,451 Added 4.3%	35,203 $1.4 Million
Q2 2023 Jul 26, 2023	BUY	$41.16 - $43.19 $120,681 - $126,633	2,932 Added 9.51%	33,752 $1.39 Million
Q1 2023 Apr 19, 2023	BUY	$40.93 - $42.83 $394,687 - $413,009	9,643 Added 45.54%	30,820 $1.32 Million
Q4 2022 Jan 19, 2023	BUY	$40.55 - $42.62 $91,034 - $95,681	2,245 Added 11.86%	21,177 $0
Q3 2022 Oct 21, 2022	SELL	$40.65 - $46.11 $18,861 - $21,395	-464 Reduced 2.39%	18,932 $770,000
Q2 2022 Jul 13, 2022	SELL	$43.79 - $47.31 $17,384 - $18,782	-397 Reduced 2.01%	19,396 $853,000
Q1 2022 Apr 28, 2022	BUY	$47.32 - $49.87 $936,604 - $987,076	19,793 New	19,793 $945,000

Others Institutions Holding DFIP

# of Institutions

146

Shares Held

15.5M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR INFLATION P

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Midwest Heritage Bank, Fsb Dimensional ETF Tr Inflation P Transaction History