Number of Shares
246,249.00
Current Holdings Value*
$13.42 Mil
% of Portfolio
5.05%
Total Estimate Gain
$189,425.21
% of Total Estimate Gain
1.43%

Midwest Heritage Bank, FSB's Dimensional Global Core Plus Fixed Income ETF Holding Summary

As of 2025-06-30, Midwest Heritage Bank, FSB held 246,249.00 shares of Dimensional Global Core Plus Fixed Income ETF(DFGP), totaling $13.42 Mil. This investment constitutes 5.05% of their stock portfolio, and Midwest Heritage Bank, FSB now holds 0.82% of the outstanding Dimensional Global Core Plus Fixed Income ETF(DFGP) stock.

The initial trade took place in 2024Q3. And since then Midwest Heritage Bank, FSB has made 4 purchases of DFGP, at an average price of $53.66, for a total of 246,249.00 shares. Based on historical transaction data and DFGP's current price of $54.43, Midwest Heritage Bank, FSB's estimated gain on his DFGP holdings is $189,425.21, reflecting a 1.43% gain to date.

Midwest Heritage Bank, FSB DFGP ($54.43) Holding Chart

Midwest Heritage Bank, FSB DFGP ($54.43) 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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