Mustard Seed Financial, LLC Purchases and Sells in Q3 2024

Mustard Seed Financial, LLC

$120 Billion
Q3 2024

Top Buys

Incresed Positions

41 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BIV	34.9K + 51.04%	$74.26 - $78.84 $2.6M - $2.76M	103K $8.11B
BSV	22.6K + 13.34%	$76.38 - $78.87 $1.73M - $1.79M	192K $15.1B
DIMENSIONAL ETF TRUST	27.5K + 28.59%	N/A	124K $3.82B
DFAI	26.7K + 34.31%	$28.69 - $32.06 $765K - $854K	104K $3.32B
VCSH	5.14K + 6.08%	$76.94 - $79.54 $396K - $409K	89.7K $7.12B
VUG	1K + 6.31%	$341.08 - $391.94 $341K - $392K	16.9K $6.48B

New Holdings

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VT	5.13K New	$107.72 - $119.96 $552K - $615K	5.13K $614M
JNJ	1.83K New	$145.48 - $167.38 $266K - $306K	1.83K $297M
AXP	863 New	$225.92 - $271.17 $195K - $234K	863 $234M
MFC	6.94K New	$24.13 - $29.63 $167K - $206K	6.94K $205M
QQQ	412 New	$434.77 - $502.96 $179K - $207K	412 $201M

Top Sells

Reduced Positions

19 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MUR	-495 - 2.68%	$32.79 - $42.32 $16.2K - $20.9K	18K $606M
VLO	-21 - 0.7%	$132.81 - $163.48 $2.79K - $3.43K	3K $404M
BND	-207 - 3.09%	$71.45 - $75.64 $14.8K - $15.7K	6.5K $488M
DIMENSIONAL ETF TRUST	-84 - 2.28%	N/A	3.6K $229M
DFEM	-252 - 1.99%	$25.21 - $28.46 $6.35K - $7.17K	12.4K $349M
VYM	-170 - 4.8%	$117.9 - $128.2 $20K - $21.8K	3.37K $432M

Activity Summary All Purchases 46 New Holdings 5 Increased Positions 41 All Sells 19 Reductions 19 Sold out 0 Calls 0 Puts 0

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