§ 13F · FUND PROFILE
Midwest Heritage Bank, FSB.
Institutional filer · behavioral pattern: Dealer / Bank. Summary pending.
AUM · $265.8T (13F)Positions · 58Turnover · — · Q4Filed · Feb 4, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$702.7B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 4, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 1.24M | $48.9T | 16.9% | ±0% |
| 2 | CGUS | CAPITAL GROUP CORE EQUITY ET | 976K | $39.3T | 13.5% | ±0% |
| 3 | CGDV | CAPITAL GROUP DIVIDEND VALUE | 648K | $28.3T | 9.8% | ±0% |
| 4 | CGCP | CAPITAL GRP FIXED INCM ETF T | 1.08M | $24.6T | 8.5% | +5% |
| 5 | DUHP | DIMENSIONAL ETF TRUST | 488K | $18.6T | 6.4% | +1% |
| 6 | DFGP | DIMENSIONAL ETF TRUST | 271K | $14.7T | 5.1% | +7% |
| 7 | DFAI | DIMENSIONAL ETF TRUST | 382K | $14.6T | 5.0% | ±0% |
| 8 | DFAS | DIMENSIONAL ETF TRUST | 189K | $13.1T | 4.5% | +1% |
| 9 | CGGR | CAPITAL GROUP GROWTH ETF | 276K | $12.3T | 4.2% | −3% |
| 10 | SPYM | SPDR SERIES TRUST | 94K | $7.5T | 2.6% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MIDWEST SIGNAL
AC read
Midwest Heritage Bank, FSB is a Dealer / Bank fund managing $265839.2 trillion in assets. The fund runs a portfolio of 58 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed