Mullaney, Keating & Wright’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$507K	Hold	9,210	–	–	0.25%	42
2026 Q1	$446K	Hold	9,210	–	–	0.24%	43
2025 Q4	$429K	Hold	9,210	–	–	0.23%	45
2025 Q3	$412K	Hold	9,210	–	–	0.23%	44
2025 Q2	$389K	Hold	9,210	–	–	0.26%	41
2025 Q1	$380K	Hold	9,210	–	–	0.26%	43
2024 Q4	$377K	Sell	9,210 -11,962	-56%	-$508K	0.25%	40
2024 Q3	$883K	Buy	21,172 +13,457	+174%	+$544K	0.61%	20
2024 Q2	$303K	Buy	+7,715	New	+$305K	0.23%	43

Other funds holding DFUV

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

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

Evanson Financial Mclean, Virginia $2.04B AUM

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

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

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

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

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

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

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