Mullaney, Keating & Wright’s Dimensional US Targeted Value ETF DFAT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$654K	Hold	9,358	–	–	0.32%	37
2026 Q1	$584K	Sell	9,358 -760	-8%	-$48.3K	0.32%	37
2025 Q4	$602K	Hold	10,118	–	–	0.32%	37
2025 Q3	$589K	Hold	10,118	–	–	0.33%	35
2025 Q2	$546K	Hold	10,118	–	–	0.36%	32
2025 Q1	$521K	Hold	10,118	–	–	0.35%	31
2024 Q4	$563K	Sell	10,118 -4,108	-29%	-$235K	0.38%	29
2024 Q3	$791K	Buy	14,226 +4,171	+41%	+$226K	0.55%	22
2024 Q2	$522K	Buy	+10,055	New	+$527K	0.4%	26

Other funds holding DFAT

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Trust Company of the South Greensboro, North Carolina $710M AUM 26.71% 1-Year Est. Return

Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 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

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

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

KEB Asset Management Springfield, Illinois $618M AUM 29.12% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Cambridge Financial Group (Arizona) Tucson, Arizona $318M AUM 27.36% 1-Year Est. Return