Mullaney, Keating & Wright’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$937K	Buy	24,151 +57	+0.2%	+$2.13K	0.45%	31
2026 Q1	$844K	Buy	24,094 +54	+0.2%	+$1.91K	0.46%	30
2025 Q4	$791K	Buy	24,040 +1,154	+5%	+$37.1K	0.42%	30
2025 Q3	$729K	Buy	22,886 +637	+3%	+$19.9K	0.4%	29
2025 Q2	$655K	Buy	22,249 +2,277	+11%	+$63K	0.43%	27
2025 Q1	$562K	Buy	19,972 +33	+0.2%	+$999	0.38%	28
2024 Q4	$614K	Buy	19,939 +52	+0.3%	+$1.65K	0.41%	24
2024 Q3	$613K	Buy	19,887 +4,075	+26%	+$122K	0.43%	24
2024 Q2	$455K	Buy	+15,812	New	+$459K	0.35%	30

Other funds holding DFSV

Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return

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

Evanson Financial Mclean, Virginia $2.04B AUM

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

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

Hassell Wealth Management Houma, Louisiana $326M AUM 16.44% 1-Year Est. Return

Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return

Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return

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

Physician Wealth Solutions North Las Vegas, Nevada $264M AUM 18.47% 1-Year Est. Return