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

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

RFP

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

MFWP

Mosaic Family Wealth Partners St. Louis, Missouri $1.49B AUM 26.43% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

Mullaney, Keating & Wright increased its Dimensional US Large Cap Value ETF (DFLV) stake by 0.07% in Q2 2026, buying an estimated $230 and bringing the position to 9,109 shares worth $360K. The position accounts for 0.17% of the portfolio, ranked #54.

Mullaney, Keating & Wright first reported a position in DFLV in Q2 2024 and has held it in 9 quarters since. 392 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

Mullaney, Keating & Wright held 9,109 shares of Dimensional US Large Cap Value ETF worth $360K as of Q2 2026.
Mullaney, Keating & Wright bought 6 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $230.
Dimensional US Large Cap Value ETF made up 0.17% of Mullaney, Keating & Wright's portfolio in Q2 2026, its #54 holding.
Mullaney, Keating & Wright first reported a position in Dimensional US Large Cap Value ETF in Q2 2024 and has held it in 9 quarters since.
392 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

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