Number of Shares
484,980.00
Current Holdings Value*
$17.25 Mil
% of Portfolio
6.49%
Total Estimate Gain
$2.87 Mil
% of Total Estimate Gain
19.32%

Midwest Heritage Bank, FSB's Dimensional US High Profitability ETF Holding Summary

As of 2025-06-30, Midwest Heritage Bank, FSB held 484,980.00 shares of Dimensional US High Profitability ETF(DUHP), totaling $17.25 Mil. This investment constitutes 6.49% of their stock portfolio, and Midwest Heritage Bank, FSB now holds 0.2% of the outstanding Dimensional US High Profitability ETF(DUHP) stock.

The initial trade took place in 2022Q1. And since then Midwest Heritage Bank, FSB has made 14 purchases of DUHP, at an average price of $30.64, for a total of 484,980.00 shares. Based on historical transaction data and DUHP's current price of $36.56, Midwest Heritage Bank, FSB's estimated gain on his DUHP holdings is $2.87 Mil, reflecting a 19.32% gain to date.

Midwest Heritage Bank, FSB DUHP ($36.56) Holding Chart

Midwest Heritage Bank, FSB DUHP ($36.56) 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 %

Top Ranked Articles

  • 1