Institutional Fund
Midwest Heritage Bank, Fsb
West Des Moines, IACIK 19068055 filings on record
Portfolio Value
$311.66M
Q1 2026
Holdings
51
Reported positions
New Buys
3
Opened this quarter
QoQ Change
+7.6%
from $289.73M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Dimensional ETF Trust15.9%
- Capital Group Core Equity Et13.0%
- Capital Group Dividend Value9.7%
- Capital Grp Fixed Incm ETF T9.5%
- Dimensional ETF Trust6.2%
- Dimensional ETF Trust6.0%
- Other39.7%
Portfolio Holdings
51 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 1.28M | $49.59M | 15.9% | +41.1K | Added |
| 2 | Capital Group Core Equity Et | 1.05M | $40.46M | 13.0% | +77.4K | Added |
| 3 | Capital Group Dividend Value | 709.5K | $30.18M | 9.7% | +61.8K | Added |
| 4 | Capital Grp Fixed Incm ETF T | 1.33M | $29.64M | 9.5% | +242.4K | Added |
| 5 | Dimensional ETF Trust | 527.8K | $19.40M | 6.2% | +39.4K | Added |
| 6 | Dimensional ETF Trust | 346.0K | $18.68M | 6.0% | +74.9K | Added |
| 7 | Dimensional ETF Trust | 397.0K | $15.47M | 5.0% | +15.0K | Added |
| 8 | Dimensional ETF Trust | 197.8K | $14.07M | 4.5% | +9.3K | Added |
| 9 | Capital Group Growth ETF | 335.7K | $13.49M | 4.3% | +60.0K | Added |
| 10 | First Tr Exch Traded Fd III | 475.1K | $8.43M | 2.7% | +80.9K | Added |
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