Midwest Heritage Bank, FSB ETF holdings
West Des Moines, IA
Reported $348.5M in 42 ETFs in its Form 13F for June 30, 2026.
ETF value
$348.5M
ETFs held
42
Change from prior quarter
+13.3%
With price moves
ETFs as a share of its 13F
98.8%
of $352.8M
Top 10 of 42 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| DFAC | Dimensional U.S. Core Equity 2 ETF | $56.8M | 1,280,771 | +4,588 shares |
| CGUS | Capital Group Core Equity ETF | $48.1M | 1,081,516 | +28,425 shares |
| CGDV | Capital Group Dividend Value ETF | $35.5M | 720,352 | +10,842 shares |
| CGCP | Capital Group Core Plus Income ETF | $30.7M | 1,376,977 | +49,992 shares |
| DUHP | Dimensional US High Profitability ETF | $22.3M | 533,313 | +5,491 shares |
| DFGP | Dimensional Global Core Plus Fixed Income ETF | $19.6M | 360,392 | +14,407 shares |
| DFAI | Dimensional International Core Equity Market ETF | $16.7M | 404,616 | +7,606 shares |
| DFAS | Dimensional U.S. Small Cap ETF | $16.4M | 199,457 | +1,616 shares |
| CGGR | Capital Group Growth ETF | $16.1M | 341,589 | +5,854 shares |
| DFAE | Dimensional Emerging Core Equity Market ETF | $9.2M | 229,088 | +2,440 shares |
32 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001906805. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Midwest Heritage Bank, FSB own?
Midwest Heritage Bank, FSB reported 42 ETF positions worth $348.5M in its Form 13F for June 30, 2026. The largest was DFAC, at $56.8M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.