Mullaney, Keating & Wright’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$360K	Buy	9,109 +6	+0.1%	+$230	0.17%	54
2026 Q1	$325K	Buy	9,103 +7	+0.1%	+$252	0.18%	52
2025 Q4	$311K	Buy	9,096 +610	+7%	+$20.3K	0.16%	53
2025 Q3	$279K	Buy	8,486 +618	+8%	+$19.8K	0.16%	53
2025 Q2	$244K	Buy	7,868 +3	+0%	+$89	0.16%	55
2025 Q1	$240K	Buy	7,865 +2	+0%	+$62	0.16%	54
2024 Q4	$236K	Buy	7,863 +2	+0%	+$63	0.16%	53
2024 Q3	$242K	Buy	7,861 +2	+0%	+$60	0.17%	52
2024 Q2	$227K	Buy	+7,859	New	+$229K	0.18%	51

Other funds holding DFLV

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

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

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

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

Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return

Lakeshore Financial Planning St. Clair Shores, Michigan $311M AUM 19.15% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

West Financial Advisors Des Moines, Iowa $659M AUM 17.93% 1-Year Est. Return

Trinity Financial Advisors Columbus, Ohio $389M AUM 20.97% 1-Year Est. Return

Kelly Financial Group Wethersfield, Connecticut $450M AUM 16.51% 1-Year Est. Return