Mullaney, Keating & Wright’s Dimensional US Small Cap ETF 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

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Dixon Fnancial Services Lafayette, California $247M AUM 29.3% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return