Mustard Seed Financial, LLC DFSD β€” DIMENSIONAL ETF TRUST

Ownership history in Mustard Seed Financial, LLC  Β·  3 quarters on record

AI Ownership Summary

Mustard Seed Financial, LLC reported DIMENSIONAL ETF TRUST (DFSD) in 3 quarterly 13F filings from 2025 Q3 through 2026 Q1. Peak portfolio weight reached 1.82% in 2026 Q1. The latest visible filing shows DFSD at 1.82% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DFSD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Mustard Seed Financial, LLC's position in DIMENSIONAL ETF TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

DFSD was reported at 1.82% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.82% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Mustard Seed Financial, LLC held DFSD β€” position size vs. price
% of Fund (quarterly)    DFSD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 63,337 +20,516 +47.9% 1.82% $3.0M 2026-04-27 $47.97
2025 Q4 ADDED β€” β€” β€” 42,821 +15,973 +59.5% 1.29% $2.1M 2026-01-23 $47.75
2025 Q3 INITIATED β€” β€” β€” 26,848 β€” β€” 0.83% $1.3M 2025-10-20 $47.43

FAQ About Mustard Seed Financial, LLC and DFSD

These are the practical questions this page is built to answer before you even open the full history table.

How long has Mustard Seed Financial, LLC reported owning DFSD?

Mustard Seed Financial, LLC reported DFSD across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported DFSD position in Mustard Seed Financial, LLC's portfolio?

The largest reported portfolio weight for DFSD was 1.82% in 2026 Q1.

What is the latest reported DFSD position on this page?

The most recent filing on this page is 2026 Q1, when Mustard Seed Financial, LLC reported 63,337 shares, equal to 1.82% of portfolio, with an estimated market value of $3.0M.

What does the chart on this DFSD ownership page compare?

The chart compares Mustard Seed Financial, LLC's quarterly DFSD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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