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DFA Tax-Managed US Marketwide Value II shares owned by Mustard Seed Financial

Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Mustard Seed Financial from 13F filings

Historical chart of Mustard Seed Financial investment in DFA Tax-Managed US Marketwide Value II

Tip: Access up to 7 years of quarterly data

All positions including DFA Tax-Managed US Marketwide Value II held by Mustard Seed Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in DFA Tax-Managed US Marketwide Value II by Mustard Seed Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $928k 23k 40.90

More positions owned by Mustard Seed Financial

Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
NVIDIA Corporation (NVDA)
Wal-Mart Stores (WMT)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Exxon Mobil Corporation (XOM)
Procter & Gamble Company (PG)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Index Fds Mcap Gr Idxvip (VOT)

View all positions for Mustard Seed Financial

Top funds holding DFA Tax-Managed US Marketwide Value II

Mercer Global Advisors
Envestnet Asset Management
Savant Capital Management
Buckingham Asset Management
CI Private Wealth
Plan
Index Fund Advisors
Northern Trust
HighTower Advisors
Resource Consulting Group
Creative Planning
Buckingham Strategic Partners
Wealth Enhancement Advisory Services
HPM Partners
Modera Wealth Management

View all funds holding DFA Tax-Managed US Marketwide Value II