Midwest Heritage Bank, FSB: 13F holdings
CIK 19068052026Q2
| Positions | 53 |
|---|---|
| Reported value | $352.8m |
| Filed | 2026-07-28 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 1,280,771 | $56.8m | 16.1% |
| CGUS CAPITAL GROUP CORE EQUITY ET | 1,081,516 | $48.1m | 13.6% |
| CGDV CAPITAL GROUP DIVIDEND VALUE | 720,352 | $35.5m | 10.1% |
| CGCP CAPITAL GRP FIXED INCM ETF T | 1,376,977 | $30.7m | 8.7% |
| DIMENSIONAL ETF TRUST | 533,313 | $22.3m | 6.3% |
| DIMENSIONAL ETF TRUST | 360,392 | $19.6m | 5.6% |
| DFAI DIMENSIONAL ETF TRUST | 404,616 | $16.7m | 4.7% |
| DIMENSIONAL ETF TRUST | 199,457 | $16.4m | 4.7% |
| CGGR CAPITAL GROUP GROWTH ETF | 341,589 | $16.1m | 4.6% |
| DFAE DIMENSIONAL ETF TRUST | 229,088 | $9.2m | 2.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1906805")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.