Midwest Heritage Bank, FSB DFAS Holdings History
Midwest Heritage Bank, FSB's Dimensional U.S. Small Cap ETF Holding Summary
As of 2025-06-30, Midwest Heritage Bank, FSB held 187,525.00 shares of Dimensional U.S. Small Cap ETF(DFAS), totaling $11.95 Mil. This investment constitutes 4.49% of their stock portfolio, and Midwest Heritage Bank, FSB now holds 0.12% of the outstanding Dimensional U.S. Small Cap ETF(DFAS) stock.
The initial trade took place in 2022Q1. And since then Midwest Heritage Bank, FSB has made 10 purchases of DFAS, at an average price of $57.14, for a total of 207,782.00 shares. In addition, there have been 4 sales at an average price of $51.51 for 20,257.00 shares. Based on historical transaction data and DFAS's current price of $66.33, Midwest Heritage Bank, FSB's estimated gain on his DFAS holdings is $1.61 Mil, reflecting a 13.55% gain to date.
Midwest Heritage Bank, FSB DFAS ($66.33) Holding Chart
Midwest Heritage Bank, FSB DFAS ($66.33) 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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