Midwest Heritage Bank, FSB — 13F holdings

Midwest Heritage Bank, FSB reported 53 holdings worth $353M in its 13F filing for Q2 2026, filed July 28, 2026.

Largest positions

  1. DIMENSIONAL ETF TRUST — $56.8M (16.1%)
  2. CGUS CAPITAL GROUP CORE EQUITY ET — $48.1M (13.6%)
  3. CGDV CAPITAL GROUP DIVIDEND VALUE — $35.5M (10.1%)
  4. CGCP CAPITAL GRP FIXED INCM ETF T — $30.7M (8.7%)
  5. DIMENSIONAL ETF TRUST — $22.3M (6.3%)
  6. DFGP DIMENSIONAL ETF TRUST — $19.6M (5.6%)
  7. DFAI DIMENSIONAL ETF TRUST — $16.7M (4.7%)
  8. DIMENSIONAL ETF TRUST — $16.4M (4.7%)
  9. CGGR CAPITAL GROUP GROWTH ETF — $16.1M (4.6%)
  10. DFAE DIMENSIONAL ETF TRUST — $9.21M (2.6%)