Midwest Heritage Bank, FSB DFAC Holdings History
Midwest Heritage Bank, FSB's Dimensional U.S. Core Equity 2 ETF Holding Summary
As of 2025-06-30, Midwest Heritage Bank, FSB held 1.24 Mil shares of Dimensional U.S. Core Equity 2 ETF(DFAC), totaling $44.51 Mil. This investment constitutes 16.74% of their stock portfolio, and Midwest Heritage Bank, FSB now holds 0.13% of the outstanding Dimensional U.S. Core Equity 2 ETF(DFAC) stock.
The initial trade took place in 2021Q4. And since then Midwest Heritage Bank, FSB has made 9 purchases of DFAC, at an average price of $28.41, for a total of 1.34 Mil shares. In addition, there have been 5 sales at an average price of $24.90 for 98,019.00 shares. Based on historical transaction data and DFAC's current price of $36.82, Midwest Heritage Bank, FSB's estimated gain on his DFAC holdings is $10.11 Mil, reflecting a 26.55% gain to date.
Midwest Heritage Bank, FSB DFAC ($36.82) Holding Chart
Midwest Heritage Bank, FSB DFAC ($36.82) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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