SEC 13F Intelligence

Midwest Heritage Bank, Fsb / DFAC

Midwest Heritage Bank, Fsb’s Dimensional Etf Trust Position

Does Midwest Heritage Bank, Fsb own Dimensional Etf Trust (DFAC)? Yes1.28M shares worth $50M (+15.91% of its 13F portfolio) as of Q1 2026, up from 1.24M shares the prior filed quarter.

Position Value
$50M
Q1 2026
Shares
1.28M
% of Portfolio
+15.91%
Quarters Held
18
currently held

Position History DFAC

Reported value by quarter
Q4 ’21: $11MQ4 ’21Q1 ’22: $20MQ2 ’22: $17MQ3 ’22: $15MQ3 ’22Q4 ’22: $16MQ1 ’23: $22MQ2 ’23: $24MQ2 ’23Q3 ’23: $23MQ4 ’23: $26MQ1 ’24: $35MQ1 ’24Q2 ’24: $36MQ3 ’24: $39MQ4 ’24: $39MQ4 ’24Q1 ’25: $41MQ2 ’25: $45MQ3 ’25: $48MQ3 ’25Q4 ’25: $49MQ1 ’26: $50Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20261.28M$50M+15.91%
Q4 20251.24M$49M+16.88%
Q3 20251.24M$48M+16.91%
Q2 20251.24M$45M+16.74%
Q1 20251.24M$41M+16.88%
Q4 20241.13M$39M+18.14%
Q3 20241.13M$39M+18.06%
Q2 20241.11M$36M+18.11%
Q1 20241.08M$35M+18.22%
Q4 2023888.2K$26M+17.63%
Q3 2023881.5K$23M+17.35%
Q2 2023890.4K$24M+18.34%
Q1 2023862.9K$22M+17.70%
Q4 2022644.9K$16M+15.16%
Q3 2022675.4K$15M+15.71%
Q2 2022718.4K$17M+15.14%
Q1 2022733.0K$20M+15.86%
Q4 2021383.2K$11M+10.78%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Midwest Heritage Bank, Fsb’s full portfolio or all institutional holders of DFAC.