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
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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 |
|---|---|---|---|
| 2025-12-31 | $1.1M | 23k | 46.59 |
| 2025-09-30 | $1.0M | 22k | 44.69 |
| 2025-06-30 | $939k | 22k | 42.28 |
| 2025-03-31 | $916k | 22k | 41.21 |
| 2024-12-31 | $909k | 22k | 40.92 |
| 2024-09-30 | $926k | 22k | 41.69 |
| 2024-06-30 | $872k | 22k | 39.27 |
| 2024-03-31 | $928k | 23k | 40.90 |
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