Mullaney, Keating & Wright’s Dimensional International Value ETF DFIV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$944K	Buy	17,482 +154	+0.9%	+$8.46K	0.46%	29
2026 Q1	$915K	Buy	17,328 +20	+0.1%	+$1.06K	0.5%	28
2025 Q4	$864K	Buy	17,308 +767	+5%	+$36.4K	0.46%	27
2025 Q3	$763K	Buy	16,541 +478	+3%	+$21.4K	0.42%	27
2025 Q2	$688K	Buy	16,063 +536	+3%	+$21.8K	0.45%	26
2025 Q1	$611K	Buy	15,527 +32	+0.2%	+$1.22K	0.41%	25
2024 Q4	$550K	Buy	15,495 +300	+2%	+$11K	0.37%	30
2024 Q3	$579K	Buy	15,195 +2,570	+20%	+$95.1K	0.4%	27
2024 Q2	$454K	Buy	+12,625	New	+$465K	0.35%	31

Other funds holding DFIV

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

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

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

Evanson Financial Mclean, Virginia $2.04B AUM

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

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

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

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

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

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return