Midwest Heritage Bank, Fsb Dimensional ETF Tr Transaction History
Midwest Heritage Bank, Fsb
- $207 Million
- Q4 2024
A detailed history of Midwest Heritage Bank, Fsb transactions in Dimensional ETF Tr stock. As of the latest transaction made, Midwest Heritage Bank, Fsb holds 25,987 shares of DFAX stock, worth $674,882. This represents 0.31% of its overall portfolio holdings.
Number of Shares
25,987
Previous 32,141
19.15%
Holding current value
$674,882
Previous $868,000
25.58%
% of portfolio
0.31%
Previous 0.41%
Shares
13 transactions
Others Institutions Holding DFAX
# of Institutions
542Shares Held
239MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$292 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.09MShares$236 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.58MShares$197 Million0.08% of portfolio
-
Geometric Wealth Advisors7.56MShares$196 Million35.57% of portfolio
-
Commonwealth Equity Services, LLC6.03MShares$157 Million0.22% of portfolio