Mullaney, Keating & Wright’s U.S. Small Cap Portfolio ETF Class Shares DFAS Stock Holding History

Mullaney, Keating & Wright’s Portfolio DFAS Stock Details DFAS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$711K	Sell	8,634 -243	-3%	-$18.8K	0.34%	34
2026 Q1	$631K	Hold	8,877	–	–	0.34%	35
2025 Q4	$618K	Hold	8,877	–	–	0.33%	35
2025 Q3	$608K	Hold	8,877	–	–	0.34%	34
2025 Q2	$566K	Hold	8,877	–	–	0.37%	30
2025 Q1	$530K	Hold	8,877	–	–	0.36%	29
2024 Q4	$578K	Sell	8,877 -400	-4%	-$26.8K	0.39%	28
2024 Q3	$602K	Hold	9,277	–	–	0.42%	25
2024 Q2	$557K	Buy	+9,277	New	+$558K	0.43%	23

Other funds holding DFAS

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Mullaney, Keating & Wright's DFAS Position: Q2 2026 in Review

Mullaney, Keating & Wright reduced its U.S. Small Cap Portfolio ETF Class Shares (DFAS) stake by 2.7% in Q2 2026, selling an estimated $18.8K and leaving 8,634 shares worth $711K. The position accounts for 0.34% of the portfolio, ranked #34.

Mullaney, Keating & Wright first reported a position in DFAS in Q2 2024 and has held it in 9 quarters since. 917 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

Mullaney, Keating & Wright held 8,634 shares of U.S. Small Cap Portfolio ETF Class Shares worth $711K as of Q2 2026.
Mullaney, Keating & Wright sold 243 U.S. Small Cap Portfolio ETF Class Shares shares in Q2 2026, an estimated $18.8K.
U.S. Small Cap Portfolio ETF Class Shares made up 0.34% of Mullaney, Keating & Wright's portfolio in Q2 2026, its #34 holding.
Mullaney, Keating & Wright first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q2 2024 and has held it in 9 quarters since.
917 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q2 2026.

Based on Mullaney, Keating & Wright's 13F filing for Q2 2026, filed 14 Jul 2026.