account_balance
Investment manager · 13F filer · SEC CIK 1906805
Midwest Heritage Bank, FSB
Reported value$342Mas of Sep 30, 2026
Positions52 1 new, 2 sold out
Top 10 weight76.8%DFAC alone is 16%
FiledOct 2626 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
DFACDimensional ETF Trust
16.1%Trimmed −3%
CGUSCapital Group Core Equity Et
13.8%
CGDVCapital Group Dividend Value
10.0%Trimmed −2%
CGCPCapital GRP Fixed Incm ETF T
8.6%
DUHPDfa Invt Dimensions Group In
6.3%Trimmed −3%
DFGPDimensional ETF Trust
5.6%Added +2%
DFAIDimensional ETF Trust
4.8%Trimmed −2%
CGGRCapital Group Growth ETF
4.7%
DFASDimensional ETF Trust
4.4%Trimmed −3%
DFAEDimensional ETF Trust
2.6%
SHYiShares Tr
2.5%
FPE2.5%
DFACDimensional ETF Trust
16.1%Trimmed −3%
CGUSCapital Group Core Equity Et
13.8%
CGDVCapital Group Dividend Value
10.0%−2%
CGCPCapital GRP Fixed Incm ETF T
8.6%
DUHPDfa Invt Dimensions Group In
6.3%−3%
DFGPDimensional ETF Trust
5.6%
DFAIDimensional ETF Trust
4.8%
CGGRCapital Group Growth ETF
4.7%
DFAS4.4%
DFAE2.6%
SHY2.5%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
DFAC Dimensional ETF Trust 16.1% Trimmed −3%
CGUS Capital Group Core Equity Et 13.8% Held
CGDV Capital Group Dividend Value 10.0% Trimmed −2%
CGCP Capital GRP Fixed Incm ETF T 8.6% Held
DUHP Dfa Invt Dimensions Group In 6.3% Trimmed −3%
DFGP Dimensional ETF Trust 5.6% Added +2%
DFAI Dimensional ETF Trust 4.8% Trimmed −2%
CGGR Capital Group Growth ETF 4.7% Held
DFAS Dimensional ETF Trust 4.4% Trimmed −3%
DFAE Dimensional ETF Trust 2.6% Trimmed −3%
SHY iShares Tr 2.5% Held
FPE First Tr Exch Traded Fd III 2.5% Held
What changed
Biggest moves since Jun 30, 2026
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